State Street Investment Management solutions, powered by Ethic
Our partnership with Ethic
Introducing a partnership that combines Ethic’s tech-driven intelligent investment platform with State Street’s scaled investment management offering
Ethic’s proprietary technology platform powers our innovative investment offering
1
Personalize your prospecting experience
- Benchmarks, exposures & target tracking
- Tax rates, budgets & goals
- Preferences & values
2
Facilitate seamless client transitions
- Tax transitions & scenario analysis
- Concentrated position reduction
- Bulk transitions
3
Utilize institutional-quality portfolio management
- Proprietary One Portfolio optimization
- Balance financial, tax & values preferences
- Tech-driven lifecycle management
4
Deliver unique and engaging client reporting
- Financial attribution & factor reporting
- After-tax reporting
- Impact and account-level proxy reporting
Together, we bring you three personalized solutions
State Street and Ethic’s multi-asset solutions can be seamlessly integrated via the Ethic platform
| Model Portfolios | SMAs | UMAs |
|---|---|---|
A range of multi-asset ETF/MF model portfolios powered by State Street’s institutional expertise and tax optimized via the Ethic Platform
| Direct indexing equity SMA portfolios, easily personalized for each client’s values, including financial goals, tax-management needs, and impact objectives
| A comprehensive solution combining multi-asset SMAs and model portfolios in a single account managed using Ethic’s One Portfolio optimization
|
Key features of the partnership
- Innovative investment solutions: Creation and management of investment solutions at scale for State Street’s intermediary partners, including RIAs, national accounts, and institutional investors
- Deep personalization: Scalable platform enables the creation of highly customized portfolios that reflect each client’s risk, tax, and value preferences
- Technology-driven experience: Enhanced advisor and client experience, from prospecting and proposal generation to transition plans and reporting
Why Ethic?
- Manages over $9 billion in assets2
- Partners with 300+ advisory firms and institutional investors to deliver personalized, values-aligned, tax-smart investing
- Serves as a sub-advisor to build personalized multi-asset investment solutions, including model management and tax-smart investing
- Delivers an intuitive client experience from values mapping to reporting
Why State Street Investment Management?
- Manages over $5 trillion in global assets3 as the 3rd largest global ETF provider4
- Offers investment capabilities across every asset class with 130+ investment professionals around the globe and over 40 years of managing investments
- Delivers trusted investment solutions tailored to client needs, as the #1 global manager of government retirement plans5