SSgA Hopes to Boost Brand Loyalty with its New White Paper
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Friday, June 06, 2008

SSgA Hopes to Boost Brand Loyalty with its New White Paper

A new white paper coming out of State Street Global Advisors looks at ways in which advisors can make use of exchange-traded funds.

SSgA executives unveiled the white paper, The Impact of Exchange Traded Products on the Financial Advisory Industry, at one of the "SPDR University" sessions in Manhattan on Tuesday. The paper is a collaboration between the Boston-based investment manager and Knowledge@Wharton, the online business journal of The Wharton School.

Jim Ross, senior managing director at SSgA, told an audience of advisors, reporters and analysts that, "once you educate the advisor, some brand loyalty develops." The white paper keeps with this philosophy by telling advisors different ways ETFs can fit into portfolios, while putting the SPDR branding on the front cover.

The paper outlines five different ways in which ETFs can fit into portfolios: as a portfolio completion strategy; active sector rotation; to track satellite asset classes; for tax management; and for transition management issues.

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