State Street Tax-Sensitive ETF Portfolios

Two suites of risk-based models that seek to capture the potential tax advantages of municipal bonds.


Tax-Sensitive Active Asset Allocation ETF Portfolios


Tax-Sensitive Strategic Asset Allocation ETF Portfolios

Source: State Street Global Advisors, as of March 31, 2020.

Source: State Street Global Advisors, as of March 31, 2020.

Source: State Street Global Advisors, as of March 31, 2020.

Source: State Street Global Advisors, as of March 31, 2020.

Source: State Street Global Advisors, as of March 31, 2020.


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.


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Footnotes