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        Model portfolios and the evolution of advice

        Unlock time, deepen trust, and enable scale

        See what the research and other advisors say about how model portfolios can help you run your practice smarter, keep advice personal, and turn challenges into growth opportunities.

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        What’s inside

        Discover how your peers are integrating model portfolios into their advisory practices and transforming their challenges into growth opportunities.

        1
        New research on how advisors are using models today

        Get key findings from our research study to see how advisors are using models to optimize time, improve scale, and meet diverse client needs.

        2
        Best practices for addressing personalization at scale

        See what challenges advisors say they face today, and explore how leading practices are working to relieve those friction points.

        3
        Case study examples of model portfolios in action

        Explore three case studies to see how different client segments can benefit from tailored model portfolio strategies.

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        TIME-TESTED SOLUTIONS DRIVEN BY INSTITUTIONAL EXPERTISE

        Put research into action—explore State Street ETF Model Portfolios

        From strategic and active asset allocation models to tax-sensitive and real asset portfolios, find solutions designed to fit your practice and your clients.

        Explore the models

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        About the survey

        State Street Investment Management’s Center for Investor Research, in partnership with A2Bplanning and Prodege, conducted a research study from March to May 2024, following a three-phased approach:

        Fielded two online surveys among financial advisors and individual investors.

        • In the US, data was collected among 200 financial advisors with AUM of US$25M or more, from May 3–14, 2024
        • In the US and Australia, data was collected among 250 individual investors in each country, who work with a financial advisor and have investable assets (IA) of US$500K or more, from May 3–28, 2024

        Building on our foundational 2019 study, the 2024 research examines how model portfolios are positioned to address three key challenges: the commoditization of investment management, rising client expectations for personalized financial advice, and the use of technology to create flexible, dynamic solutions for a changing market.

        getting there starts here

        We can’t predict your future. But we can help you create it. Discover how our solutions can work for you and your clients.

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