Institutional Quality, Made Accessible
Overview
Smart ETF Portfolios deliver the power of institutional research and disciplined risk management through a simple, scalable solution. Anchored by State Street Global Advisors’ quarterly capital market assumptions, each portfolio is dynamically structured to adapt with changing market conditions. By blending passive & active solutions, Smart ETF Portfolios enhance diversification, improve efficiency, and strengthen resilience—particularly during periods of market volatility.
What Sets SMART ETF Apart
Institutional Research Foundation – Built on SSGA’s quarterly capital market assumptions and dynamically rebalanced for current market conditions.
Diversification Beyond the Basics – Utilizes ETFs to expand sources of return and reduce drawdowns.
Accessible for Any Account Size – Delivers institutional-quality strategies to all investors, not just the ultra-wealthy.
Clear Risk Framework – Maximum drawdown thresholds from 5% (conservative) to 25% (aggressive) allow precision in aligning client objectives and comfort levels
Key Benefits for Advisors
Seamless Integration & Lower Costs – Easy to implement across custodial platforms with minimal cost & operational lift.
Effortless Reporting – Consolidated, client-friendly reporting that integrates with financial planning tools.
Scalable Solution – Efficient model construction that works for both small accounts and broad client bases.
Resilient Experience – Designed to help clients stay invested through volatility with smoother performance outcomes.
Ideal Client Fit
-Investors seeking broad, low-maintenance exposure with institutional backing
-Advisors who want a scalable, efficient model across multiple client segments
-Clients who need portfolio resilience without complex customization or high minimums