Skip to main content

      More Results
        More Results

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

        Okay

        Model portfolios and the evolution of advice

        Unlock time, deepen trust, and enable scale

        See what the research and other advisors say about how model portfolios can help you run your practice smarter, keep advice personal, and turn challenges into growth opportunities.

        Get the report

        What’s inside

        Discover how your peers are integrating model portfolios into their advisory practices and transforming their challenges into growth opportunities.

        1
        New research on how advisors are using models today

        Get key findings from our research study to see how advisors are using models to optimize time, improve scale, and meet diverse client needs.

        2
        Best practices for addressing personalization at scale

        See what challenges advisors say they face today, and explore how leading practices are working to relieve those friction points.

        3
        Case study examples of model portfolios in action

        Explore three case studies to see how different client segments can benefit from tailored model portfolio strategies.

        I want this report

        TIME-TESTED SOLUTIONS DRIVEN BY INSTITUTIONAL EXPERTISE

        Put research into action—explore State Street ETF Model Portfolios

        From risked-based to target income, our strategic asset allocation model portfolios are designed to fit your practice and your clients.

        Explore the models

        Practice management insights

        Get the latest insights, built to help you take your business to new heights.

        STAY IN THE KNOW

        Keep up with the latest practice management research and client-ready insights, delivered straight to your inbox.

        Sign me up

        About the survey

        State Street Investment Management’s Center for Investor Research, in partnership with A2Bplanning and Prodege, conducted a research study from March to May 2024, following a three-phased approach:

        Fielded two online surveys among financial advisors and individual investors.

        • In the US, data was collected among 200 financial advisors with AUM of US$25M or more, from May 3–14, 2024
        • In the US and Australia, data was collected among 250 individual investors in each country, who work with a financial advisor and have investable assets (IA) of US$500K or more, from May 3–28, 2024

        Building on our foundational 2019 study, the 2024 research examines how model portfolios are positioned to address three key challenges: the commoditization of investment management, rising client expectations for personalized financial advice, and the use of technology to create flexible, dynamic solutions for a changing market.

        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.

         

        Sitemap

        © [[]] %%State Street Corporation%%. <br/>All rights reserved.