State Street ETF Model Portfolios

Crafted by Experts

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.


Portfolio Solutions to Meet Unique Investment Needs

State Street ETF Model Portfolios undergo ongoing risk evaluation and offer a track record of performance, some dating back more than 10 years.


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 Active Asset Allocation ETF Portfolios

Capturing the potential tax advantages of municipal bonds while seeking to outperform benchmarks


Tactical ETF Portfolios

Aiming to outperform strategic benchmarks in all market conditions


Outcome-Based and Specialized ETF Portfolios

Solving for a range of investor needs and desired outcomes or targeted objectives


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.


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.


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.


Put Our Expertise to Work

The Investment Solutions Group


8

Investment centers worldwide


50+

Portfolio managers, strategists and analysts


1982

Team established


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Get in Touch

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


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Footnotes

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.