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Model Portfolio Education

Due diligence: 8 Factors to Consider When Selecting an ETF Model Portfolio

With a number of model portfolios,  model selection has become a more complex task. A comprehensive due diligence framework may serve as a guide when selecting a model portfolio  and differentiating one provider from another.

3 min read

ETF model portfolios each have unique characteristics and finding the right strategy can be a challenging task. When using models, remember that you are not just buying a portfolio — you are also selecting a provider to partner with over the long term. As a result, you may want to implement some best practices when conducting due diligence on models and their providers.

State Street Global Advisors partnered with Greenwich Associates to conduct a study to better understand what investors are looking for in their model portfolio strategies and providers. From this research, we developed a comprehensive due diligence framework that may help you differentiate between model providers and select the best partner to help you achieve your specific goals. 

The eight factors are:

Choosing an ETF Model Portfolios Provider

Remember you are not just buying a portfolio — you are also selecting a partner to support your business over the long term. 

We are here to help support you throughout any stage of your due diligence process. Contact the State Street ETF Model Portfolio Team to understand how we can help.

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