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        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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        Your Model Portfolio education
        starts here

        The basics

        What is a Model Portfolio?

        Understanding the benefits of model portfolios is an important step in determining whether it is an appropriate choice for you.

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        2.5 min read
        Getty, Stock Selection, Active Investing, Diversification, ETF, Investing, Portfolio Construction, Portfolio Manager

        Test your knowledge

        Take the challenge and test your model portfolio knowledge with this single-question quiz.

        Quick Quiz

        Which of the following structures can be used to implement a model portfolio?

        You’re Correct!

        Managed accounts can be implemented in different structures, creating flexibility for the model portfolio users. Now learn about the different types of asset allocation.

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        Sorry, Wrong Answer.

        Managed accounts can be implemented in different structures, including separately managed accounts (SMAs), managed discretionary accounts (MDAs), unified managed accounts (UMAs) and more bespoke individually managed accounts (IMAs).

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        With our model portfolio education hub, it’s our mission to provide you with everything you need to know about model portfolios, from the basics to evaluating the right one and constructing portfolios.

        How to evaluate Model Portfolios

        Due diligence checklist

        Utilise our ETF due diligence checklist to understand the eight factors you should consider when selecting an ETF model portfolio.

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        Analyse total cost of ownership

        In an environment of ongoing fee compressions, model portfolio expenses are top of mind. To better understand the cost of a model portfolio we break down the total cost of ownership.

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        Model Portfolios vs. Industry Superannuation Funds

        Compare and contrast the difference between a superannuation industry fund and a model portfolio.

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        Building Portfolios

        What is Strategic Asset Allocation?

        Asset allocation may be the most important decision you can make, but what is Strategic Asset Allocation?

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        2.5 min read

        GETTING THERE STARTS HERE WITH State Street Investment Management

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        State Street Global Advisors (SSGA) is now State Street Investment Management. Please click here for more information.

         

        Issued by State Street Global Advisors, Australia Services Limited (AFSL Number 274900, ABN 16 108 671 441) ("SSGA, ASL").  Registered office: Level 14, 420 George Street, Sydney, NSW 2000, Australia · Telephone: 612 9240-7600 · Web: www.ssga.com. 

         

        SSGA, ASL is the Responsible Entity and the issuer for the State Street Managed Funds, which are unquoted, and the SPDR® ETFs which are quoted on the AQUA market of the ASX or listed on the ASX. SSGA ASL is the AQUA Product Issuer for the CHESS Depositary Interests (or "CDIs") created over interests in the SPDR® S&P 500® ETF Trust (“SPY”) which were first quoted on the AQUA market of the ASX on 13 Oct 2014. State Street Global Advisors Trust Company (ARBN 619 273 817) is the trustee of, and the issuer of interests in, the SPDR® S&P 500® ETF Trust, an ETF registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940 and principally listed and traded on NYSE Arca, Inc. under the symbol "SPY".

         

        This material is general information only and does not take into account your individual objectives, financial situation or needs and you should consider whether it is appropriate for you. You should seek professional advice and consider the product disclosure statement, available at ssga.com, before deciding whether to acquire or continue to hold the Funds. Target Market Determinations can also be found at ssga.com.  This material should not be considered a solicitation to buy or sell a financial product or security. 

         

        Investing involves risk including the risk of loss of principal. Diversification does not ensure a profit or guarantee against loss.

         

        Risk associated with equity investing includes stock values which may fluctuate in response to the activities of individual companies and general market and economic conditions.

         

        ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF’s net asset value. ETFs typically invest by sampling an index, holding a range of securities that, in the aggregate, approximates the full index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index.  

         

        SPDR®, Standard & Poor’s®, S&P® and iBoxx® are registered trademarks of Standard & Poor’s Financial Services LLC, Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC, ASX® is a registered trademark of the ASX Operations Pty Ltd], these trademarks have been licensed for use by S&P Dow Jones Indices LLC and licensed for use for certain purposes by State Street. MSCI indexes are the exclusive property of MSCI Inc.(“MSCI”). MSCI and the MSCI index names are service mark(s) of MSCI or its affiliates and have been licensed for use for certain purposes by State Street.  The products referenced herein are not sponsored, endorsed, sold or promoted by any of these third party entities and none of these entities bear any liability with respect to the products or make any representation, warranty or condition regarding the advisability of buying, selling or holding any products issued by SSGA, ASL.

         

        There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

         

        The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA ASL’s express written consent.

         

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