ETFs


State Street ETF Model Portfolios

Portfolio Solutions to Meet a Variety of Investment Needs

State Street ETF Model Portfolios are brought to you by the creators of the world's first ETFs.1 State Street advises on various asset allocation strategies through its offering of ETF model portfolios. Each one is designed by State Street Global Advisors’ Investment Solutions Group, a team established in 1989. Over 50 portfolio managers, strategists and analysts pursue a range of investment outcomes to provide diversification opportunities using ETFs across a variety of asset classes and risk profiles.

investment-ideas-etf-model-portfolios

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, global asset allocation.
  • Incorporates State Street Global Advisors' long-term capital markets forecasts via strategic asset allocation.
  • Cost effective underlying investment vehicle allocation.

 


Target Income ETF Model Portfolio


Seeks to provide a target level of income, that is determined on an annual basis, using State Street’s strategic asset allocation process to drive income generation across a diversified base of asset classes.

Rebalancing Frequency
Annually

Key Facts

  • Employs strategic asset allocation via ETFs for implementation.
  • Focus on multi-asset class asset allocation to diversify across income sources.
  • Target return is to generate a target level of income with some capital growth.
  • Cost effective underlying investment vehicle allocation.
  • Portfolio distribution frequency is subject to underlying ETF distribution frequency and third party platform provider distribution capabilities.

 


Partnered ETF Model Portfolios


Our most important objective? Helping you meet yours. 

Consult the State Street SPDR ETF Team to understand how you can incorporate our best thinking for local and global equities across sectors, regions and markets with our Partnered ETF Model Portfolios to help you meet your clients' needs.

Contact The State Street SPDR ETF Team


How to Buy


Our ETF model portfolios are on the following platforms


Insights and Research


Trends in managed accounts

Gain insights from the State Street Global Advisors SPDR ETFs/Investment Trends 2019 Managed Accounts Report.

Best Practices: Model Portfolio Performance

Authored jointly by State Street and the CFA Institute, this paper offers standardised approaches for calculating and presenting model portfolio performance to bring consistency to performance discussions of competing products.

The Due Diligence Factor

Eight elements you should examine when comparing ETF model portfolio providers.


More information


Support

Contact the State Street SPDR ETF Team to access our resources including portfolio overviews, quarterly fact sheets and  commentary.

Contact

A State Street SPDR ETF Representative on +61  29240 7600.

1 ETFs managed by State Street Global Advisors have the oldest inception dates within the US, Hong Kong, Australia, and Singapore. State Street Global Advisors launched the first ETF in the US on January 22, 1993; launched the first ETF in Hong Kong on November 11, 1999; launched the first ETF in Australia on August 24, 2001; and launched the first ETF in Singapore on April 11, 2002.