Product Breakout - Unlocking Efficiency and Streamlining Advice with State Street ETF Model
Speakers
Kathleen Gallagher
Head of ETF Model Portfolio Solutions EMEA & APAC • State Street Investment Management
Kathleen is a Managing Director at State Street Investment Management and is Head of ETF Model Portfolios in EMEA and APAC and a member of State Street Investment Management's Senior Leadership Team.
In this role Kathleen is responsible for leading and delivering State Street Investment Management' multi-asset class capabilities to the intermediary market via portfolios of ETFs.
Kathleen joined State Street Investment Management in 2016. Prior to her current role, Kathleen was based in London where she was Chief of Staff to the Global Head of SPDR ETF business, assisting in the execution of strategic initiatives and the overall business strategy. Katheen was also responsible for leading and developing the Model Portfolios business in EMEA and APAC.
Kathleen has over 25 years in the finance industry, most of it gained in the UK asset management industry, with a focus on developing multi asset class solutions. She has held positions at Barclays’ Wealth, BlackRock/iShares, Barclays Global Investors and GMO. Kathleen started her career at CS First Boston Australia in equity research covering listed mining companies.
Kathleen was awarded a Bachelor of Economics from La Trobe University, Melbourne Australia.
In this role Kathleen is responsible for leading and delivering State Street Investment Management' multi-asset class capabilities to the intermediary market via portfolios of ETFs.
Kathleen joined State Street Investment Management in 2016. Prior to her current role, Kathleen was based in London where she was Chief of Staff to the Global Head of SPDR ETF business, assisting in the execution of strategic initiatives and the overall business strategy. Katheen was also responsible for leading and developing the Model Portfolios business in EMEA and APAC.
Kathleen has over 25 years in the finance industry, most of it gained in the UK asset management industry, with a focus on developing multi asset class solutions. She has held positions at Barclays’ Wealth, BlackRock/iShares, Barclays Global Investors and GMO. Kathleen started her career at CS First Boston Australia in equity research covering listed mining companies.
Kathleen was awarded a Bachelor of Economics from La Trobe University, Melbourne Australia.
What if you could reclaim hours each week, reduce compliance risk, and deliver consistent investment outcomes—all while deepening client relationships? In today’s increasingly complex investment landscape, advisers are under pressure to do more with less. Manual portfolio construction and rebalancing not only consume valuable time but also introduce inefficiencies, inconsistencies, and scalability challenges.
This session explores how embracing model portfolios—specifically the State Street ETF Model Portfolios—can transform your advice practice. The session will unpack the operational and strategic burdens of traditional portfolio management and insights will be shared from proprietary global model portfolio studies and Australia’s longest-running longitudinal study—the Investment Trends 2025 Managed Account Report. The session concludes with a compelling case study showing how one advice practice leveraged State Street ETF Model Portfolios to boost operational efficiency, enhance client trust, and accelerate business growth.
Learning Outcomes
Attendees will learn about the following:
- A clear understanding of the model portfolio / managed accounts evolution and its implications for advice practices.
- Tangible examples of how model portfolio / managed accounts innovations are solving real-world business challenges today.
- Insight into how model portfolios can support scalable growth, enhance client relationships, and ensure compliance.
- Practical productivity measures and outcomes that advisers can apply in their own practices.
CPD: 1 hr Technical Competence
Date & Time: Wednesday, November 19, 2025 • 12:30 PM - 1:30 PM
Location: Riverview 5
Type: Session