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 nearly 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 45 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.
global provider of retirement plans and manager of endowments, foundations and sovereign wealth funds 2
managing multi-asset solutions
AUM and AUAC in multi-asset strategies 3
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.
Each model is rigorously monitored to help ensure that it efficiently delivers exposures that align with its distinct investment objectives.
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.
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.
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.
1 P&I Research Center, as of December 31, 2020. 2 P&I Research Center, as of December 31, 2020. 3As of September 30, 2021. Assets in billions. Assets Under Advisory/Consulting includes mandates for which the firm provides advisory or consulting services supporting an investment management process that does not include the responsibility to arrange or effect the purchase or sale of securities and/or funds. AUA is based on estimates. In 2015, ISG revised the AUM and AUAC calculation methodology and account categorization process. All figures in USD. 4ETFs managed by State Street Global Advisors have the oldest inception dates within the US, Hong Kong, Australia, and Singapore. State Street Global Advisors launched the first ETF in the US on January 22, 1993; launched the first ETF in Hong Kong on November 11, 1999; launched the first ETF in Australia on August 24, 2001; and launched the first ETF in Singapore on April 11, 2002. 5P&I Research Center, as of December 31, 2020.
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.
Standard & Poor's®, S&P® and SPDR® are registered trademarks of Standard & Poor's Financial Services LLC (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation's financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.
Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs. ALPS Distributors, Inc., member FINRA, is the distributor for DIA, MDY and SPY, all unit investment trusts. ALPS Portfolio Solutions Distributor, Inc., member FINRA, is the distributor for Select Sector SPDRs. ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. are not affiliated with State Street Global Advisors Funds Distributors, LLC.
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