ETF Model Portfolios

State Street Quarterly Asset Allocation ETF Portfolios

As an alternative to tactical and strategic portfolio management, the portfolios trade quarterly and target opportunities in global capital markets:

Quarterly Asset Allocation ETF Portfolios

Key Facts

Seeks to outperform the benchmark over a full market cycle
Focuses on identifying opportunities in the global capital markets
Rebalanced quarterly to serve as an alternative to tactical and strategic portfolio management

Objective

Seeks to capitalize on short- and long-term mispricing in the global equity and fixed income markets by overweighting asset classes that appear attractive and underweighting less attractive asset classes. Among these risk-based portfolios, the more conservative model portfolios are designed to focus on capital preservation, with some consideration given to growth of capital. The more aggressive model portfolios are primarily focused on growth of capital.

Rebalance Frequency

Typically 4 times per year

Explore the Portfolios

Six tactical portfolios span the efficient frontier and can be used to target a variety of return and risk objectives. Find the one that’s right for you.

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US-Focused Quarterly Asset Allocation ETF Portfolios

Key Facts

Seeks to outperform the benchmark over a full market cycle
Focuses on identifying opportunities in the global capital markets with an emphasis on the United States
Rebalanced quarterly to serve as an alternative to tactical and strategic portfolio management

Objective

With a relative overweight to the US region, each portfolio seeks to capitalize on short- and long-term mispricings in the global equity and fixed income markets by overweighting asset classes that appear attractive, and underweighting less attractive asset classes. Among these risk-based portfolios, the more conservative model portfolios are designed to focus on capital preservation, with some consideration given to growth of capital. The more aggressive model portfolios are primarily focused on growth of capital.

Evaluation Frequency

Typically 4 times per year

Explore the Portfolios

Six tactical portfolios span the efficient frontier and can be used to target a variety of return and risk objectives. Find the one that’s right for you.

Quick Links

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Get in Touch

Contact the State Street Models Team for more information or call a State Street ETF representative at 866-787-2257.

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Disclosure

Investing involves risk including the risk of loss of principal.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objective, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

The whole or any part of this work may not be reproduced, copied, or transmitted or any of its content disclosed to third parties without SSGA’s express written consent.

All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or its accuracy is not guaranteed. There is no representation or warrant as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

Diversification does not ensure a profit or guarantee against loss.

Equity securities may fluctuate in value and can decline significantly in response to the activities of individual companies and general market and economic conditions.

Bonds generally present less short-term risk and volatility than stocks, but contain interest rate risk (as interest rates raise, bond prices usually fall); issuer default risk; issuer credit risk; liquidity risk; and inflation risk. These effects are usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.

Investing in REITs involves certain distinct risks in addition to those risks associated with investing in the real estate industry in general. Equity REITs may be affected by changes in the value of the underlying property owned by the REITs, while mortgage REITs may be affected by the quality of credit extended. REITs are subject to heavy cash flow dependency, default by borrowers and self-liquidation. REITs, especially mortgage REITs, are also subject to interest rate risk (i.e., as interest rates rise, the value of the REIT may decline).