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Investors Keep More of their Returns with the State Street ETF Model Portfolios

Effective November 1, 2023, the weighted average management costs for the State Street Risk-Based ETF Model Portfolios were lowered. Access institutional strength solutions as low as 14bps per annum.*

* 14bps is the weighted average management costs of the underlying individual ETFs included in the State Street Moderate ETF Model Portfolio. The ETF management fees are as of 1 November 2023, calculated with the annual review asset allocation at 30 June 2023. ETF fees are subject to change. Such fees are not inclusive of third party platform or managed accounts provider administration or associated trading costs.

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


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 – Target 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

Insights and Research