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    ETF Model Portfolios

    State Street Tax-Sensitive ETF Portfolios

    Two suites of risk-based models that seek to capture the potential tax advantages of municipal bonds.

    Tax-Sensitive Active Asset Allocation ETF Portfolios

    Key Facts

    • Seeks to outperform the benchmark over a full market cycle by employing active asset allocation
    • Focuses on identifying mispricing opportunities in the global equity and fixed income markets
    • Captures the potential tax advantages of municipal bonds

    Objective

    Seeks a distinct balance of risk and potential return. The more aggressive portfolios focus on long-term growth, while the more conservative portfolios emphasize current income and capital preservation. Each model portfolio seeks to pursue its goal and manage risk in a tax-sensitive manner by actively managing its allocations to ETFs offering exposure to a variety of asset classes.

    Rebalance Frequency

    10-16 times per year

    Explore the Portfolios

    Six tactical portfolios span the efficient frontier and can be used to target a variety of return and risk objectives.

    Click through each portfolio to take a closer look.

    Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

    Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

    Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

    Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

    Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

    Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

    Tax-Sensitive Strategic Asset Allocation ETF Portfolios

    Key Facts

    • Diversified, global asset allocation
    • Consistent long-term approach with lower turnover and portfolio efficiency
    • Captures the potential tax advantages of municipal bonds

    Objective

    Seeks to provide optimal capital efficiency over a long-term horizon. The more conservative model portfolios are designed to generate current income, with some consideration given to growth of capital. The more aggressive portfolios are predominantly focused on growth of capital. In all instances, the model portfolios are constructed, based on risk tolerance, to achieve market exposure across both equity and fixed income markets.

    Evaluation Frequency

    Annually

    Explore the Portfolios

    Five strategic portfolios span the efficient frontier and can be used to target a variety of return and risk objectives.

    Click through each portfolio to take a closer look.

    Source: State Street Global Advisors, March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

    Source: State Street Global Advisors, March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

    Source: State Street Global Advisors, March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

    Source: State Street Global Advisors, March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

    Source: State Street Global Advisors, March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

    Insight on the Model Portfolio Landscape

    Model Portfolio Solutions and the Client Experience

    Offering less customized investment solutions may increase investor satisfaction. This research examines the perceptions, benefits and implementation of model portfolios.

    Learn more

    ETF Model Portfolios: The Due Diligence Factor

    Research from Greenwich Associates explores the dynamics driving ETF model portfolio growth and evaluation methods to help select strategies and providers.

    Read the research

    Best Practices: Model Portfolio Performance

    Written in partnership with the CFA Institute, this report establishes best practices for calculating and presenting model portfolio performance in a consistent manner.

    Find out more

    Get More Information

    Get in Touch

    Contact the State Street Models Team for more information or call a State Street ETF representative at 866-787-2257.

    Visit the Blog

    Get current insights and market commentary from our experts.

    Read More

    Visit our Insights page to access our latest thinking.

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