OCIO from State Street Investment Management Global presence, local expertise

We are able to work with whatever managers and vehicles you currently have in your plans. We have built deep relationships with managers across the universe of public and private asset classes. If we don’t already cover a specific manager in your portfolio, we will initiate research on that manager.

Alternative asset classes are valuable sources of alpha and diversification—while also adding complexity in terms of managing risk and liquidity. Our team’s significant experience allows our clients to optimize their use of alternatives on both a strategic and tactical level.

We have experience working with complex situations and are able to provide recommendations on how to operate more efficiently and when sub-plans should be consolidated. We focus on assessing risk at the total client relationship level and managing that risk through strategic allocations and tactical portfolio decisions.

As a leader in socially responsible investing, we are able to create customized portfolios that are designed to reflect each client’s unique priorities without compromising long-term returns.

Our clients often use a complex web of outside service providers. Serving as an extension of your staff, we provide oversight of your third-party partners and ensure that they follow best practices.

We provide reporting that goes beyond simply showing performance by manager or asset class. Instead, we create customized reports for our clients that show risk, asset allocation, and consolidated performance.