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 central banks, pension funds, sovereign wealth funds, endowments and other large institutions.
Our portfolios are constructed to deliver a range of investment outcomes, providing diversified exposure across asset classes and risk profiles.
Risk-Based ETF Model Portfolios
Seek to maximise returns for a specified level of risk. These portfolios can serve as a core allocation for investors.
Target Income ETF Model Portfolio
Portfolio construction focused on achieving a targeted annual income objective. Providing income through a diversified investment approach.
Custom Models
Consult with us to see how you can leverage our expertise in a model tailored to your investment needs.
Hear from Sinead Schaffer, Model Portfolios Strategist for Asia Pacific, on what sets State Street ETF Model Portfolios apart.
Access the depth and breadth of our portfolio management team.
Investment centers worldwide
Investment team members
ISG established
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 offer timely, end-to-end support to help you deliver institutional-caliber portfolio management and insights to your clients. This includes:
Our goal is to ensure you have the tools and support needed to succeed and provide exceptional service to your clients.
Our latest research looks at how these strategic tools can help align individual goals and objectives, build relationships, and elevate the client experience.
Investment trends managed accounts report: 2026 trends, usage and what’s next
Insights from the State Street/Investment Trends 2026 Managed Accounts Report, where we sought to better understand financial advisers’ usage of managed accounts.
Model Portfolios: Adaptive solutions for advisory growth
Our research examines how model portfolios can help advisers focus on delivering holistic wealth management, enhancing client satisfaction and fostering long-term relationships.
ETF Model Portfolios: The due diligence factor
One of the most challenging tasks is choosing a partner. Greenwich Associates explores the key considerations necessary for thorough due diligence.
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