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ETF EDUCATION Unlock the power of ETFs

Capitalize on the growing $19 trillion global ETF industry1

ETFs make up less than 20% of global investable assets.2 But the case for adoption has never been stronger.

What’s inside?

This eBook highlights how can you use ETFs to navigate complex regulatory and market conditions in pursuit of your firm’s goals.

1
ETF growth and resilience

How these products deliver value to institutions—especially in uncertain markets.

2
How institutions are using ETFs

Advanced use cases—from transition management to liquidity enhancement to low-cost beta—show how ETFs can help solve institutional challenges.

3
ETF types to consider

A detailed look at which types of ETFs may be ideal starting points for each use case.

4
Examples in practice

Real-life examples showcasing how State Street Investment Management’s clients used State Street SPDR ETFs to achieve their investment objectives.

5
Portfolio strategies

Practical ways to incorporate ETFs into diverse investment strategies.

Use cases

Explore how institutional investors can use ETFs to help improve efficiency, access opportunities and address evolving portfolio challenges.

Low-cost beta

Historically, ETF expense ratios could offset their liquidity benefits. That trade-off has changed materially as fees

Market access

The expansion of ETF wrappers now allows institutions to efficiently access previously hard‑to‑reach markets, including alternatives, private credit, bank loans, commodities and real assets

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Transition mangement

ETFs are increasingly used as a transition management solution—helping institutions maintain market exposure during manager changes, strategy reallocations, asset class re‑positioning, large inflows and outflows

Read case study

Lending

For some institutional investors, ETFs can support portfolio economics through lending participation—alongside the core investment exposure

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