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.
Portfolio Solutions to Meet Unique Investment Needs
State Street ETF Model Portfolios undergo ongoing risk evaluation and offer a track record of performance.
Strategic Asset Allocation ETF Portfolios
Pursuing optimal capital efficiency over a long-term horizon
Active Asset Allocation ETF Portfolios
Focusing on outperforming benchmarks over a full market cycle
Tax-Sensitive ETF Portfolios
Capturing the potential tax advantages of municipal bonds while diversifying globally
Income Allocation ETF Portfolio
Targeting high levels of income with a diversified, multi-asset approach
Put Our Expertise to Work
Investment centers worldwide
Portfolio managers, strategists and analysts
ISG established
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.
Insight on the Model Portfolio Landscape
Practical insight on the model investment process, portfolio management and implementation and ideas to put to work in your practice.
How does the Market Regime Indicator, our proprietary measure of investor risk sentiment, help shape our asset allocation decisions?
Model portfolios can help advisors spend more time on critical elements of business development and raise the bar on the client experience.
Offering less customized investment solutions may increase investor satisfaction. This research examines the perceptions, benefits and implementation of model portfolios.
Our research suggests that using model portfolios may boost client satisfaction.
With eight factors to consider, this due diligence checklist may serve as a framework for evaluating ETF model portfolio providers.
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