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Each State Street ETF Model Portfolio is designed, built and managed by the Investment Solutions Group (ISG), 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.
A review of the current market environment and portfolio positioning, along with a look at what may lie ahead from the team that manages the State Street ETF Model Portfolios.
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 diversifying globally
Aiming to outperform strategic benchmarks in all market conditions
Solving for a range of investor needs and desired outcomes or targeted objectives
Investment centers worldwide
Portfolio managers, strategists and analysts
ISG established
Practical insight on the model investment process, portfolio management and implementation and ideas to put to work in your practice.
Model portfolios can help advisors spend more time on critical elements of business development and raise the bar on the client experience.
Our research examines the perceptions surrounding model portfolios, their
benefits and implementation strategies.
Our research suggests that using model portfolios may boost client satisfaction.
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.
Contact the State Street Models Team for more information or call a State Street ETF representative at 866-787-2257.
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