Institutional investors and financial advisors look to S&P Investment Advisory Services for leading advice on portions of their portfolios.
Model Allocation Portfolios (MAPs)
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.