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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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        ETF Model Portfolios

        Meet the Models Investment Team

        State Street ETF Model Portfolios are powered by the same team, process and infrastructure that have made us one of the world’s leading managers for pensions, sovereign wealth funds, central banks and other large institutions.1 The Investment Solutions Group (ISG) draws on four decades of asset allocation experience and is committed to delivering portfolio solutions across a range of asset classes and risk profiles.

        Access Our Asset Allocation Firepower

        Our model portfolios are a cost-effective way to access the expertise and resources of State Street’s ISG. This team of more than 130 people has been managing multi-asset portfolios for the world’s most sophisticated investors since 1982. With professionals in eight investment centers worldwide, ISG brings real-time, local insights to their global market perspectives.

        ISG employs a multi-disciplinary approach to portfolio construction. The team’s collective experience includes serving as economists, partnering with institutional asset owners and working with the trading community.

        #1

        global manager of endowments and foundations 2

        40+ yrs

        managing multi-asset solutions

        $394.6B

        AUM and AUAC in multi-asset strategies 3

        Continuous Innovation

        The strategies behind our model portfolios have been vetted by some of the world’s most sophisticated investors. But ISG doesn’t stop there. The team is dedicated to optimizing its investment process to stay at the forefront of asset allocation, portfolio construction and risk evaluation.

        Blending quantitative + qualitative

        ISG combines its quantitative tools with qualitative analysis to assess the investment landscape for both risks and opportunities when constructing portfolios.

        Evaluating constantly

        Each model is rigorously monitored to help ensure that it efficiently delivers exposures that align with its distinct investment objectives.

        Pursuing opportunity

        Twice each month, ISG actively evaluates more than 125 different asset classes — a robust opportunity set that gives our model portfolios more ways to help investors efficiently pursue their objectives.

        Questioning biases

        A “devil’s advocate” is embedded into the monthly positioning and outlook meetings. This team member is tasked with challenging assumptions to uncover potential biases within ISG’s decision-making process.

        Backed by an ETF Pioneer and Global Fiduciary

        As the creator of the world’s first ETFs4 and a pioneer in active asset allocation, State Street is committed to delivering this expertise to investors through efficient, transparent solutions such as model portfolios.

        This commitment is backed by a global fiduciary institution:

        • The world’s 4th largest asset manager by AUM5
        • 225-year heritage as part of State Street Corporation
        • 24-hour trading capabilities

        This heritage and scale equip us with the resources and stability needed to meet distinct investor needs across investment styles and market cycles.

        Our Solutions

        Whether you are looking to build your portfolio’s core or add a complementary exposure, State Street ETF Model Portfolios are cost-effective, transparent solutions for actively pursuing a variety of investment objectives at varying levels of risk.

        Built using SPDR ETFs and ETFs from our carefully chosen partners, our model portfolios provide investment solutions across a range of goals and outcomes.

        Contact Us

        MARKETING COMMUNICATION          

                                                                                                    

        FOR PROFESSIONAL INVESTORS USE ONLY.

         

        SSGA SPDR ETFS MAY NOT BE AVAILABLE OR SUITABLE FOR ALL. SPDR ETFs may be offered and sold only in those jurisdictions where authorised, in compliance with applicable regulations.

         

        Investing involves risk including the risk of loss of principal.

         

        ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

          

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        The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor.

         

        The information contained in this communication is not a research recommendation or ‘investment research’ and is classified as a ‘Marketing Communication’ in accordance with the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation. This means that this marketing communication (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research (b) is not subject to any prohibition on dealing ahead of the dissemination of investment research.

         

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        EUROPEAN SPDR ETFs

         

        SPDR ETFs is the exchange traded funds ("ETF") platform of State Street Global Advisors and is comprised of funds that have been authorised by Central Bank of Ireland as open-ended UCITS investment companies.

         

        SSGA SPDR ETFs Europe I & SPDR ETFs Europe II plc issue SPDR ETFs, and is an open-ended investment company with variable capital having segregated liability between its sub-funds. The Company is organized as an Undertaking for Collective Investments in Transferable Securities (UCITS) under the laws of Ireland and authorized as a UCITS by the Central Bank of Ireland.

         

        Please refer to the Fund’s latest Key Information Document (KID) and Prospectus before making any final investment decision. The latest English version of the prospectus and the KID can be found at https://www.ssga.com/etfs/fund-finder?tab=documents. A summary of investor rights can be found here: https://www.ssga.com/library-content/products/fund-docs/summary-of-investor-rights/ssga-spdr-investors-rights-summary.pdf

         

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        US SPDR ETFs

         

        NOTICE TO PERSONS IN THE EUROPEAN ECONOMIC AREA ("EEA")

         

        The Certain US Domiciled funds mentioned on the website is permitted to market into the relevant EEA jurisdiction pursuant to either Article 42 of AIFMD (if and as implemented under national laws of such member state); or (ii) can otherwise be lawfully offered or sold (including on the basis of an unsolicited request from a professional client/qualified investor).

         

        Certain US Domiciled funds provided on the website is an alternative investment funds for the purpose of the European Union Alternative Investment Fund Managers Directive (Directive 2011/61/EU) ("AIFMD"). SSGA Funds Management, Inc. or State Street Global Advisors Trust Company is the alternative investment fund manager ("AIFM") of the fund.

         

        SSGA Funds Management, Inc. serves as the investment advisor to the SPDR ETFs that are registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940. SSGA Funds Management, Inc. is an affiliate of State Street Global Advisors Limited.

         

        Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus which contains this and other information, visit ssga.com or talk to your financial advisor. Read it carefully before investing.

         

        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’s express written consent.

         

        4955184.2.1.EMEA.INST

         

        Exp: 31.01.2025

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