Each State Street ETF Model Portfolio is designed, built and managed by the Investment Solutions Group (ISG), the same team that manages money for central banks, pension funds, sovereign wealth funds, endowments and other large institutions. The team pursues a range of investment outcomes to provide diversification opportunities across a variety of asset classes and risk profiles.
We provide comprehensive solutions that empower you to grow your practice and focus more time on building relationships and engaging with clients.
Through our dedicated client service model, we provide timely, end-to-end support to help you deliver institutional-calibre portfolio management and insights to your clients. This includes training on selecting and deploying models; practice management resources; access to our capital markets and portfolio management teams; and portfolio reviews.
State Street ETF Model Portfolios undergo ongoing risk evaluation and offer a track record of performance.
State Street Strategic ETF Model Portfolios
Pursuing optimal capital efficiency over a long-term horizon
State Street Tactical Income ETF Model Portfolio
Seeks to provide stable income while maintaining some focus on a total return approach
State Street US Equity Sector Rotation Model Portfolio
Tactically allocate among underlying sectors with the goal of outperforming the S&P 500 Index by 100 to 150 basis points over the long term
How to Beat Inflation: A Europe Case Study
Commodities, commodity-themed equities and inflation bonds can partially hedge short-term fluctuations in inflation while equities, especially small caps, consistently outperformed other assets for a longer holding period. Our analysis shows that no single asset constitutes a perfect inflation hedge. Inflation hedge effectiveness depends on the correlation between an asset’s return and inflation, inflation beta sensitivity, outperformance persistence and the holding period. It is important to take these factors into account before deciding where to invest.