This eBook highlights how can you use ETFs to navigate complex regulatory and market conditions in pursuit of your firm’s goals.
How these products deliver value to institutions—especially in uncertain markets.
Advanced use cases—from transition management to liquidity enhancement to low-cost beta—show how ETFs can help solve institutional challenges.
A detailed look at which types of ETFs may be ideal starting points for each use case.
Real-life examples showcasing how State Street Investment Management’s clients used State Street SPDR ETFs to achieve their investment objectives.
Practical ways to incorporate ETFs into diverse investment strategies.
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
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
Lending
For some institutional investors, ETFs can support portfolio economics through lending participation—alongside the core investment exposure
What’s next for ETFs?
ETFs are attracting more innovation, capital, and investor attention than ever before. Get our ETF Impact Report 2026-2027 to unpack the innovation, flows, and investor trends fueling the next phase of ETF growth.