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 private alternative holdings with traditional asset classes, 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 – Combines ETFs with select private alternative holdings 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 – Easy to implement across custodial platforms with minimal 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