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Multi-asset solutions designed for real outcomes

Multi-asset investing has become increasingly complex as client objectives, market conditions and portfolio requirements continue to evolve. Our multi-asset solutions combine institutional investment expertise, global scale and rigorous risk management with flexible implementation across model portfolios, funds and bespoke strategies, helping you deliver differentiated client outcomes with confidence.

Model portfolios

Institutional experience, made accessible

A streamlined approach to portfolio construction, State Street ETF Model Portfolios provide diversified investment solutions across a range of risk profiles and objectives. Built using exchange traded funds, they offer an efficient way to implement portfolios while maintaining consistency and flexibility.

State Street ETF model portfolios

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Target risk

  • Diversified, global asset allocation
  • Incorporates State Street’s long-term capital markets forecasts
  • Consistent long-term approach with low turnover and portfolio efficiency
  • Offers three risk approaches: Conservative, Moderate and Aggressive

Objective

Seeks to provide optimal capital efficiency over a long-term horizon.

The more conservative model portfolio focuses on capital preservation, with some consideration given to growth of capital.

The more aggressive portfolio is predominantly focused on growth of capital.

In all instances, the model portfolios are constructed, based on risk tolerance, to achieve diversified market exposure across equity, fixed income and alternative markets.

EUR Brochure (PDF)

GBP Brochure (PDF)

Real Assets

  • Protection from inflation shocks
  • Broad diversification benefits
  • Income opportunities

Objective

This model portfolio is designed for growth-oriented investors with a long-term horizon looking to maximise long-term potential for capital appreciation through a globally diversified set of real assets ETFs. The model portfolio features our suite of State Street ETFs as well as ETFs from third party issuers.

The real asset strategy is expected to perform best during periods of increasing inflation or rising unexpected inflation. The strategy is meant to be a complement to traditional equity and bond assets, providing further diversification, attractive returns, and a source of income.

 

Global equity sector rotation

  • Investment universe: eleven GICS Sectors of global developed equity market
  • Quantitative tactical process generates sector relative alpha scores
  • Monthly rebalancing, underweighting the lowest rated sectors and overweighting top rated sectors.

Objective

The Global Equity sector rotation model seeks to generate alpha by tilting among 11 sectors in the global equity market based on signals constructed from both firm-level and macroeconomic factors. From a broad perspective, our sector process evaluates a set of signals, selected on the basis of their historical predictive power and identified by extensive and ongoing research, that assess sector prospects from five distinct perspectives. These perspectives can be grouped generally into value, momentum, quality, sentiment, and macroeconomic factors.

Brochure (PDF)

 

From investment insight to client delivery - our multi-asset solutions bring together two complementary strengths:

Investment Solutions Group (ISG)

At the core of our offering is our multi-asset investment team with decades of experience in asset allocation, portfolio construction, and risk management. ISG draws on deep research, quantitative tools, and market insight to build robust portfolios for some of the world’s most sophisticated investors. Learn more

Global Multi-Asset Solutions Specialists (GMAS)

GMAS connects this investment expertise to our clients, translating capabilities into practical, scalable solutions. Operating as a globally integrated team, GMAS combines regional market expertise, client analytics, and product delivery to ensure clients receive the right solutions, at the right time.

Together, these teams ensure a seamless link between investment capability and real-world application, helping clients navigate the full multi-asset landscape.

Why State Street for multi-asset solutions

  • Institutional heritage
    Decades of experience serving pension funds, sovereign institutions, and intermediaries globally
  • Global scale and exerience
    A leading asset manager with deep capabilities across asset allocation, portfolio construction, and implementation
  • ETF pioneer
    Combining innovation in indexing and active allocation to deliver efficient, transparent solutions
  • Outcome focused approach
    Designing portfolios aligned to client goals, supported by disciplined risk management

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