Each State Street ETF Model Portfolio is designed, built and managed by the Investment Solutions Group (ISG), the same 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.
Strategic Asset Allocation ETF Portfolios
Pursuing optimal capital efficiency over a long-term horizon
Active Asset Allocation ETF Portfolios
Focusing on outperforming benchmarks over a full market cycle
Tax-Sensitive ETF Portfolios
Capturing the potential tax advantages of municipal bonds while diversifying globally
Investment centers worldwide
Portfolio managers, strategists and analysts
Our model portfolios are more than just sophisticated, efficient solutions. We provide comprehensive support that empowers you to grow your practice and focus more time on building relationships and engaging with clients.
Through our dedicated client service model, we offer timely, end-to-end support to help you deliver institutional-caliber portfolio management and insights to your clients. This includes training on selecting and deploying models; practice management resources; access to our capital markets and portfolio management teams; and portfolio reviews.