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Orion Portfolio Solutions Partners with State Street Global Advisors

Orion Portfolio Solutions is thrilled to announce the availability of State Street Global Advisors’ Strategic Asset Allocation and Tax-Sensitive Strategic Asset Allocation ETF Model Portfolios on our platform, effective May 7, 2020.  The actively managed ETF and tax-managed ETF portfolios will be accessible to advisors through our Strategic Mandate.

About the Model Portfolios

State Street Global Advisors’ Strategic Asset Allocation ETF offering includes six model portfolios spanning from conservative to aggressive growth, each investing in a distinct mix of SPDR ETFs. The resulting portfolios provide global diversification based on their target balance of risk and return. 

  • Strategic Asset Allocation ETF Model Portfolio: Conservative
  • Strategic Asset Allocation ETF Model Portfolio: Moderate Conservative
  • Strategic Asset Allocation ETF Model Portfolio: Moderate
  • Strategic Asset Allocation ETF Model Portfolio: Moderate Growth
  • Strategic Asset Allocation ETF Model Portfolio: Growth
  • Strategic Asset Allocation ETF Model Portfolio: Maximum Growth

The Tax-Sensitive Strategic Asset Allocation ETF offering includes five model portfolios spanning from conservative to growth, with a tax-managed overlay that seeks to capture the potential tax advantages of municipal bonds.

  • Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Conservative
  • Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Moderate Conservative
  • Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Moderate
  • Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Moderate Growth
  • Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Growth

The more aggressive portfolios focus on long-term growth, while the more conservative portfolios emphasize current income and capital preservation.  Each portfolio seeks diversification by allocating across a broad range of equity and fixed income asset classes. They maintain their target allocations over time in order to provide consistent risk profiles, asset allocation, and fund selection.  The portfolios are evaluated annually and rebalanced quarterly to keep their allocations aligned with their target weights.

Each State Street Global Advisors ETF Model Portfolio is designed, built and managed by the Investment Solutions Group, a team that manages money for central banks, pension funds, sovereign wealth funds, endowments and other large institutions. The 50+ member investment team pursues a range of investment outcomes to provide diversification opportunities across a variety of asset classes and risk profiles, constructing the portfolios based on proprietary long-term return, risk and correlation forecasts. The team seeks to identify asset allocations that meet the portfolios’ return and risk objectives as efficiently as possible. 

Fun Fact

  • State Street Global Advisors is an indexing pioneer and launched the S&P 500 Trust ETF (“SPDR”) in 1993, the first U.S. listed exchange-traded fund and now the world’s oldest and largest.

Learn More

The model fact sheets are now available within the Marketing Material section of the Orion Portfolio Solutions Advisor Portal. Log in to learn more.

For more information, please contact your Orion Portfolio Solutions Regional Sales Team at 800.379.2513 option 1.

 

1213-OPS-5/6/2020

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