Model Allocation Portfolios (MAPs)

MAPs are fund-based model portfolios tailored to various risk profiles to cover a broad spectrum of investment goals

Model Allocation Portfolios (MAPs)

MAPs are fund-based model portfolios tailored to various risk profiles to cover a broad spectrum of investment goals.

There are two types of MAPs: Current Income and Capital Appreciation, which encompass a total of eight risk profiles:

The numbers above represent the equity/fixed income allocation (I.e. 20/80) and investment time horizon (I.e. 3-5 years).

The numbers above represent the equity/fixed income allocation (I.e. 20/80) and investment time horizon (I.e. 3-5 years).

MAPs Investment Methodology

Dynamic Asset Allocation

Dynamic asset allocation combines a strategic, long-term approach with some tactical tilts. This blended approach seeks to adjust positioning in light of major macroeconomic events and shifting market cycles, while maintaining a long-term view.

Blended Qualitative & Quantitative Investment Process

The investment team leverages quantitative tools to evaluate different combinations of assets by blending qualitative views and projections with historical risk and returns data. MAPs are reviewed by the PSC, as a final qualitative overlay, to make any necessary “real world” adjustments.

Open Architecture Fund Selection

Instead of using proprietary funds, SPIAS researches the universe of investable funds for inclusion in the MAPs. The best fit for the model is chosen, regardless of the fund.

Portfolio Strategy Committee

The SPIAS Portfolio Strategy Committee (PSC) is a group of investment professionals who average over 20 years of industry experience. They drive the asset allocation process for the MAPs

The PSC meets on a weekly basis to:

  • Continually monitor the MAPs
  • Review the asset allocation strategy at least each quarter
  • Review and discuss the global market outlook and macroeconomic environment