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.
State Street ETF Model Portfolios undergo ongoing risk evaluation and offer a track record of performance.
Risk-Based ETF Model Portfolios
Focused on risk tolerances and return expectations, and can be utilised as core allocation for investors with a diverse set of return and risk objectives.
Target Income ETF Model Portfolio
Providing income through a diversified investment approach. Portfolio constructions focused on a target annual income objective.
Investment centers worldwide
Investment team members
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.
Diversification does not ensure a profit or guarantee against loss.
Past performance is not a reliable indicator of future performance.