White paperJuly 17, 2025

Ethic x State Street Model Portfolios

Ethic x State Street Model Portfolios

Ethic and State Street have established a partnership that brings together Ethic’s technology-driven, tax-efficient and customized investment platform with State Street’s institutional-quality investment management capabilities.

Through this collaboration, advisors and clients have access to a suite of multi-asset ETF and mutual fund model portfolios. These portfolios leverage State Street’s investment expertise and are optimized and managed through the Ethic Platform.

Together, we can offer advisors and clients a range of multi-asset ETF/MF model portfolios, powered by State Street's institutional investment expertise and tax optimized via the Ethic Platform.

Download the Ethic x State Street Model Portfolios white paper today

Sources and footnotes

Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov or from Ethic Inc. upon written request at support@ethicinvesting.com. Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.

Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.

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