From strategic risk-based models to tactical and outcome-based models, State Street ETF Model Portfolios pursue a wide range of portfolio outcomes. Built from active and index strategies that span the risk-reward spectrum, the portfolios follow a systematic investment process, enhanced by fundamental review. Weighted average expense ratios are as low as 10 bps.
State Street Model Portfolios are managed by the Investment Solutions Group, the same team that manages assets for central banks, pension funds, endowments, sovereign wealth funds and other large institutions. Established in 1989, ISG now manages $310 billion* from 10 investment centers worldwide with a team of more than 90 investment strategists, analysts and portfolio managers averaging 15 years’ experience.
*As of December 31, 2017. Assets Under Advisory/Consulting of $21.0B includes mandates for which the firm provides advisory or consulting services supporting an investment management process that does not include the responsibility to arrange or effect the purchase or sale of securities and/or funds. In 2015, ISG revised the AUM and AUAC calculation methodology and account categorization process.