Model Portfolios: New Research on Growth Drivers and Benefits

As financial advisors look to optimize their practices, many are turning to model portfolios as a key component of their investment management process.

On the upcoming webcast, Model Portfolios: New Research on Growth Drivers and Benefits, Jonathan Linstra, Head of ETF Model Portfolios and Advised Solutions, State Street Global Advisors; Brie Williams, Head of Practice Management, State Street Global Advisors; and Robert Spencer, Head of Portfolio Strategy, Investment Solutions Group, State Street Global Advisors, will share new research on the impact of outsourcing and explore how model portfolios may add operational efficiency and elevate the client experience.

State Street offers a range of ETF model portfolios, crafted by experts with each one designed and managed by the Investment Solutions Group. The strategies are backed by over 90 portfolio managers, strategists and analysts, covering a range of investment outcomes to provide diversification opportunities across a variety of asset classes and risk profiles.

For example, the Strategic ETF Model Portfolios pursues optimal capital efficiency over a long-term horizon.

The Strategic Opportunities ETF Model Portfolios seeks to capture deviations in return profiles over an intermediate-term horizon.