Each State Street ETF Model Portfolio is designed, built and managed by the Investment Solutions Group, a 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.
State Street ETF Model Portfolios undergo ongoing risk evaluation and offer a track record of performance, some dating back more than 10 years.
Pursuing optimal capital efficiency over a long-term horizon
Focusing on outperforming benchmarks over a full market cycle
Capturing the potential tax advantages of municipal bonds while seeking to outperform benchmarks
Offering less customized investment solutions may increase investor satisfaction. This research examines the perceptions, benefits and implementation of model portfolios.
Research from Greenwich Associates explores the dynamics driving ETF model portfolio growth and evaluation methods to help select strategies and providers.
Written in partnership with the CFA Institute, this report establishes best practices for calculating and presenting model portfolio performance in a consistent manner.
The Investment Solutions Group
Investment centers worldwide
Portfolio managers, strategists and analysts
Prior to August 30, 2019, the State Street Strategic Asset Allocation ETF Portfolios were known as the State Street Strategic ETF Model Portfolios and the the State Street Active Asset Allocation ETF Portfolios were known as the State Street Tactical Allocation ETF Portfolios.