Products

Institutional investors and financial advisors look to S&P Investment Advisory Services for leading advice on portions of their portfolios.

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).

S&P 4

The S&P 4 is a large cap equity model portfolio that seeks to maximize capital appreciation by blending four underlying sub-strategies.

Each sub-strategy has a distinct objective:
  • Competitive Advantage combines profitability with value, seeking to identify companies with strong return on invested capital that trade at attractive valuations.
  • Dividend Income & Growth selects companies that have demonstrated strong earnings quality, strong credit quality, and attractive dividend yields for each sector.
  • Intrinsic Value seeks to identify undervalued, but higher-earning companies that generate strong free cash flows.
  • Total Yield selects companies that return cash to shareholders and bondholders.