ETF Model Portfolios

State Street Risk-Based ETF Model Portfolios

Seeks to provide optimal capital efficiency over a long-term horizon. The Risk-Based ETF Model Portfolios are constructed, based on risk tolerance, to achieve market exposure across both equity and fixed income markets.

Rebalancing Frequency

Quarterly

Key Facts

  • Multi-Asset, diversified, open architecture, global asset allocation
  • A Strategic Asset Allocation framework focused on risk tolerances and long term return expectations, allowing the asset allocation to be tilted towards growth assets while managing clients exposure to risk
  • Cost efficient through the use of  Exchange Traded Funds as the underlying investment vehicle  

Explore the Portfolio – Hypothetical Model Portfolio Allocations

Three portfolios that can be used to target a variety of return and risk objectives. 

Click through each portfolio to take a closer look.

Research Rating 


How to Buy

Our ETF model portfolios are on the following platforms