Overview: |
| Title: Diversify Differently with the All Weather ETF |
| Date: Wednesday, May 7, 2025 |
| Time: 2:00 PM Eastern Daylight Time |
| Duration: 1 hour |
Register Now: |
| Already Registered? |
Summary: |
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Market forecasts change. But now your strategy doesn’t have to.
And they’ll hold plenty of time for your questions. |
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Speakers: |
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Chris joined Bridgewater in 2009 and is currently the Head of the Balanced Assets Pillar within Total Portfolio Strategies responsible for the design, evolution, and oversight of Bridgewater’s All Weather Strategy and other related multi-asset class portfolio solutions. Prior to this role, Chris most recently led product development efforts within the Wealth Management Solutions Team, working closely with partners at leading global financial institutions to make Bridgewater strategies more accessible to wealth investors around the globe. Chris spent the first seven years of his career at Bridgewater in the Investment Engine focused on the oversight and evolution of Bridgewater strategies, with a particular emphasis on developing and evolving systematic risk controls and portfolio implementation logic used in Bridgewater’s portfolio generation systems. He subsequently spent several years leading research teams focused on providing high-quality strategic advice and tailored research for institutional clients within Bridgewater’s Client Service department. Prior to joining Bridgewater, Chris was an Investment Banking Analyst at Merrill Lynch, and he received a B.A. in Engineering modified with Economics from Dartmouth College. |
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Jennifer joined Bridgewater in 2013 and is currently a Portfolio Strategist in Bridgewater’s Research group. Jennifer works alongside Bridgewater’s CIOs to develop their economic outlooks and she regularly meets with Bridgewater’s clients across North America. Prior to her current role, Jennifer worked on Bridgewater’s currency team and Ray Dalio’s four-person research team where she studied the timeless drivers of inflationary and deflationary deleveraging, with much of this research setting the groundwork for the insights shared in Dalio’s 2018 book Principles for Navigating Big Debt Crises. |
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| Matthew is a Managing Director at State Street Global Advisors and Head of SPDR Americas Research. He manages a team responsible for the product research and analysis of SPDR ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes. Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analysts designation and is a member of the CFA Institute and the Boston Security Analysts Society. He also holds the FINRA Series 7, 24, 63 licenses. |
Important Risk Information
Bridgewater provides a daily model portfolio to SSGA Funds Management Inc. (SSGA FM) based on their proprietary All Weather® asset allocation approach. The model portfolio is specific to the Fund. Based on Bridgewater’s investment recommendations, SSGA FM purchases and sells securities and/or instruments for the Fund. SSGA FM seeks to implement Bridgewater’s investment recommendations, but may change the Fund’s investment allocation at any time.
Investing involves risk including the risk of loss of principal. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
While the shares of ETFs are tradable on secondary markets, they may not readily trade in all market conditions and may trade at significant discounts in periods of market stress.
The Fund is actively managed. The Adviser’s judgments about the attractiveness, relative value, or potential appreciation of a particular sector, security, commodity or investment strategy may prove to be incorrect, and may cause the Fund to incur losses. There can be no assurance that the Adviser’s investment techniques and decisions will produce the desired results.
Equity securities may fluctuate in value and can decline significantly in response to the activities of individual companies and general market and economic conditions.
The value of the debt securities may increase or decrease as a result of the following: market fluctuations, increases in interest rates, inability of issuers to repay principal and interest or illiquidity in the debt securities markets; the risk of low rates of return due to reinvestment of securities during periods of falling interest rates or repayment by issuers with higher coupon or interest rates; and/or the risk of low income due to falling interest rates.
Commodities and Commodity-Linked Derivatives: Commodity prices can have significant volatility, and exposure to commodities can cause the net asset value of Fund Shares to decline or fluctuate in a rapid and unpredictable manner. A liquid secondary market may not exist for certain commodity investments, which may make it difficult for the Fund to sell them at a desirable price or at the price at which it is carrying them.
The Fund may seek exposure to commodities by, among other things, investing in a wholly-owned subsidiary, an exempted limited company organized under the laws of the Cayman Islands (“Subsidiary”) and managed by the Adviser. The Subsidiary is not registered under the Investment Company Act of 1940, as amended (“1940 Act”) and is not subject to all of the investor protections of the 1940 Act. Thus, the Fund, as an investor in the Subsidiary, will not have all of the protections offered to investors in registered investment companies.
Derivatives Risk: A derivative is a financial contract the value of which depends on, or is derived from, the value of an underlying asset, interest rate, or index. Derivative transactions typically involve leverage and may have significant volatility. It is possible that a derivative transaction will result in a loss greater than the principal amount invested, and the Fund may not be able to close out a derivative transaction at a favorable time or price.
Market Risk: The Fund’s investments are subject to changes in general economic conditions, general market fluctuations and the risks inherent in investing in markets. Investment markets can be volatile and prices of investments can change substantially due to various factors including, but not limited to, economic growth or recession, changes in interest rates, inflation, changes in the actual or perceived creditworthiness of issuers, and general market liquidity.
State Street Global Advisors and its affiliates have not taken into consideration the circumstances of any particular investor in producing this material and are not making an investment recommendation or acting in fiduciary capacity in connection with the provision of the information contained herein.
Intellectual Property Information: The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®, US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices. Bridgewater® and All Weather® are registered trademarks of Bridgewater® Associates, LP.
Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. SSGA Funds Management, Inc. (“SSGA FM”) is the adviser of the fund and has retained Bridgewater Associates, LP (“Bridgewater”) as a sub-adviser. SSGA FD and SSGA FM are not affiliated with Bridgewater.
Before investing, consider the fund’s investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-866-787-2257 or visit www.ssga.com. Read it carefully.
Not FDIC Insured – No Bank Guarantee – May Lose Value
State Street Global Advisors Fund Distributors, LLC, member FINRA, SIPC.
© 2025 State Street Corporation – All Rights Reserved
State Street Global Advisors Funds Distributors, LLC, One Iron Street, Boston, MA 02210
7864646.3.1.AM.INST
Exp. Date: 4/30/2026