State Street ETF Model Portfolios
Time-Tested Solutions Powered by Institutional Expertise
Each State Street ETF Model Portfolio is designed, built and managed by the Investment Solutions Group (ISG), the same team that manages money for large institutions. The team pursues a range of investment outcomes to provide diversification opportunities across a variety of asset classes and risk profiles.
Investment Trends Managed Accounts Report: Trends, Usage and What’s Next
Partnering with Investment Trends, the annual SPDR ETFs / Investment Trends 2021 Managed Accounts Report seeks to better understand how financial planners view managed accounts and the client demographics that make the most sense for these structures.
Our model portfolios are more than just sophisticated, efficient solutions. We provide comprehensive support that empowers you to grow your practice and focus more time on building relationships and engaging with clients.
Through our dedicated client service model, we provide timely, end-to-end support to help you deliver institutional-caliber portfolio management and insights to your clients. This includes training on selecting and deploying models; practice management resources; access to our capital markets and portfolio management teams; and portfolio reviews.
- For financial advisers / wholesale clients only – Not for distribution to retail clients -
The recipient warrants by receipt of this material that they are a wholesale client, as defined under the Australian Corporations Act 2001 (Cth). State Street Global Advisors, Australia Limited (AFSL Number 238 276, ABN 42 003 914 225) (“SSGA, AL”) is the investment manager for the State Street ETF Model Portfolios and State Street Global Advisors, Australia Services Limited (AFSL number 274900 ABN 16 108 671 441) is the Responsible Entity and issuer of units in the State Street SPDR ETFs which are Australian registered managed investment schemes quoted on the AQUA market of the ASX or listed on the ASX. State Street ETF Model Portfolios may include State Street SPDR ETFs and other third party ETFs. This material is general information only and does not take into account your or your client’s individual objectives, financial situation or needs and you should consider whether it is appropriate for you or your client. You should ensure that your clients consider the product disclosure document of the underlying ETFs, available at www.ssga.com or the third party ETFs website, before deciding whether to acquire or continue to hold units in an ETF.
General Risks ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF’s net asset value. ETFs typically invest by sampling an index, holding a range of securities that, in the aggregate, approximates the full index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index. Investing involves risk including the risk of loss of principal. Diversification does not ensure a profit or guarantee against loss. Asset Allocation is a method of diversification which positions assets among major investment categories. Asset Allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. An investment in the model portfolio carries a number of standard investment risks; these risks are outlined in each Provider’s PDS which should be read in full and understood by the potential investors.
Implementation Risk State Street does not manage the accounts of retail investors pursuant to the model portfolio strategies and the strategies are only available to retail investors through various Providers that offer account management and other services to retail investors. The actual results of accounts managed by a Provider that receives access to the strategies may differ substantially from the hypothetical results of the State Street ETF Model Portfolios for a variety of reasons, including but not limited to:
i. the fees assessed by the Provider and other third parties;
ii. the Provider’s decision to exercise its discretion to implement a given strategy in a way that differs from the information provided by State Street;
iii. the timing of the Provider’s implementation of strategy updates; and
iv. investor imposed investment restrictions; and the timing and nature of investor initiated cash flow activity in the account.
“SPDR” is a trademark of Standard & Poor’s Financial Services LLC (“S&P”) and has been licensed for use by State Street Corporation. No financial product offered by State Street Corporation or its affiliates is sponsored, endorsed, sold or promoted by S&P or its affiliates, and S&P and its affiliates make no representation, warranty or condition regarding the advisability of buying, selling or holding units/shares in such products. The trademarks and service marks referenced herein are the property of their respective owners. Third party data providers make no warranties or representations of any kind relating to the accuracy, completeness or timeliness of the data and have no liability for damages of any kind relating to the use of such data. The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA, AL’s express written consent.