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        State Street ETF Model Portfolios

        Time-tested solutions powered by institutional expertise

        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.

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        Put our expertise to work

        Access the depth and breadth of our portfolio management team.

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        Investment centers worldwide

        130+

        Portfolio managers, strategists and analysts

        1982

        ISG established

        Meet the models investment team

        Leverage our partnerships

        Our subadvisor relationships allow you to take your allocations beyond traditional stocks and bonds.

        Comprehensive support for your continued growth

        Our model portfolios are more than just sophisticated, efficient solutions. We provide comprehensive support that empowers you to grow your practice and focus more time on building relationships and engaging with clients.

        Through our dedicated client service model, we offer timely, end-to-end support to help you deliver institutional-caliber 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.

        Unlock time, deepen trust, and enable scale

        Our latest research looks at how these strategic tools can help align individual goals and objectives, build relationships, and elevate the client experience.

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        Insight on the model portfolio landscape

        Model portfolios: Adaptive solutions for advisory growth

        Our research examines how model portfolios can help advisors focus on delivering holistic wealth management, enhancing client satisfaction and fostering long-term relationships.

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        Due diligence checklist

        With eight factors to consider, this due diligence checklist may serve as a framework for evaluating ETF model portfolio providers.

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        All models are not created equal

        Designed for a range of investment outcomes, three key attributes distinguish our ETF model portfolios.

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        Strategic vs. tactical asset allocation – what to know

        Discover what’s behind our approach to strategic and tactical asset allocation and how each strategy addresses different investment needs.

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        What sets our ETF model portfolios apart

        With the many model portfolio options available in the marketplace today, what are five key differentiators behind our models.

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        Tactical asset allocation: Our team and process

        Hear from David Marshall and Robert Spencer as they discuss the tactical asset allocation process and the team that manages our active ETF model portfolios.

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        How the Alpha Meeting informs our model portfolios

        Learn about the Investment Solutions Group’s Alpha Meeting and the role it plays in the investment decisions behind our model portfolios.

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        Investing involves risk including the risk of loss of principal. 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.

         

        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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