State Street ETF Model Portfolios Time-Tested Solutions Powered by Institutional Expertise
Each State Street ETF Model Portfolio is designed, built and managed by the Investment Solutions Group (ISG), the same 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.
Active Asset Allocation ETF Portfolios
Focusing on outperforming benchmarks over a full market cycle
Strategic Asset Allocation ETF Portfolios
Pursuing optimal capital efficiency over a long-term horizon
Tax-Sensitive ETF Portfolios
Capturing the potential tax advantages of municipal bonds while diversifying globally
Multi-Asset Income ETF Portfolios
Targeting high levels of income with a diversified, multi-asset approach
US Equity Sector Rotation ETF Portfolio
Aiming to provide capital appreciation through equity sector exposure
Fixed Income Sector Rotation ETF Portfolio
Seeking excess returns by tactically allocating among fixed income sectors
Multi-Asset Real Return ETF Portfolios
Harnessing the inflation-hedging potential of diversified real assets
Custom Models
Consult with us to see how you can leverage our expertise in a model tailored to your investment needs
Put Our Expertise to Work
Investment centers worldwide
Portfolio managers, strategists and analysts
ISG established
Comprehensive Support for Your Continued Growth
Our model portfolios are more than just sophisticated, efficient solutions. We provide comprehensive support that empowers you to grow your practice and focus more time on building relationships and engaging with clients.
Through our dedicated client service model, we offer timely, end-to-end support to help you deliver institutional-caliber portfolio management and insights to your clients. This includes training on selecting and deploying models; practice management resources; access to our capital markets and portfolio management teams; and portfolio reviews.
Insight on the Model Portfolio Landscape
Practical insight on the model investment process, portfolio management and implementation and ideas to put to work in your practice.
Offering less customized investment solutions may increase investor satisfaction. This research examines the perceptions, benefits and implementation of model portfolios.
With eight factors to consider, this due diligence checklist may serve as a framework for evaluating ETF model portfolio providers.
Designed for a range of investment outcomes, three key attributes distinguish our ETF model portfolios.
What Sets Our ETF Model Portfolios Apart
With the many model portfolio options available in the marketplace today, what are five key differentiators behind our models.
Discover what’s behind our approach to strategic and tactical asset allocation and how each strategy addresses different investment needs.
Hear from David Marshall and Robert Spencer as they discuss the tactical asset allocation process and the team that manages our active ETF model portfolios.
How the Alpha Meeting Informs Our Model Portfolios
Learn about the Investment Solutions Group’s Alpha Meeting and the role it plays in the investment decisions behind our model portfolios.
Evolving the 60/40 Portfolio to Meet Today’s Needs
We’ve evolved the traditional 60/40 portfolio allocation to improve risk-adjusted returns and meet different investor needs.
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