Strategies & Capabilities

Multi-Asset Solutions

Active listening, inventive thinking: Tackling the toughest investment challenges.

For more than three decades, the Investment Solutions Group (ISG) has developed asset class-spanning products and services aimed at realizing our clients’ diverse goals. Today, we serve clients around the world, with more than $234 billion in assets under management and under advisory/consulting.*

Our Expertise

Experience 32 Yrs

Managing Multi-Asset Solutions

Assets $234B

Assets Under Management *

Geography 40

Countries

Our Latest Thinking

Multi-Asset: There May Be Trouble Ahead…

COVID-19 may still be front of mind but as we traverse the second half of the year there are new forms of
risk ahead.

Our Approach

There are three guiding principles that underpin the investment philosophy:

Asset returns vary depending on market environment Our approach is to identify and respond to favourable and unfavourable market environments
Total portfolio risk is critical for outcome-orientated investors We attempt to sit out the most extreme periods of market volatility by significantly reducing equity exposure and make prompt, meaningful asset allocation changes
Flexible Asset Allocation We adopt a framework with wide asset allocation ranges as this has the greatest impact to portfolio outcomes

Flexibly managed multi-asset funds play an important role in portfolios as the underlying investments can adapt to the prevailing market environment to better meet investor objectives.

The Multi Asset Builder Fund has been designed to maximise opportunities whilst managing risk to weather periods of volatility, with the goal of targeting a smoother return path. Investments may include Australian and international equities, fixed income and cash allocations, alternatives, such as property and futures, and a range of derivatives for currency and risk management.

Meet the Team

Dan Farley, CFA

Chief Investment Officer, ISG

Mike Martel

Head of Portfolio Management North America & APAC, ISG

Benjamin Regnat

Senior Portfolio Manager Australia

Peter Carey

Portfolio Manager Australia

Rafiq Choudhury

Head of Investment Strategy & Research, Australia

Our Multi-Asset Solution

State Street Multi-Asset Builder Fund

View Fund

Contact Us

For more than 30 years, research and innovation have been at the core of our efforts to deliver outperformance for our clients.

Contact your State Street Global Advisors relationship manager, or email us to learn how to invest in our State Street Multi-Asset Builder Fund.

Email the Team

Footnotes

* As of June 30, 2019. Total AUM of $211B excludes execution-only LDI. Derivatives-based exposure management AUM represents the notional value of exposure managed. Assets under advisory/consulting of $23B includes mandates for which the firm provides advisory or consulting services supporting an investment management process that does not include the responsibility to arrange or effect the purchase or sale of securities and/or funds.

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This website is intended for persons resident in Australia. State Street Global Advisors, Australia Services Limited ABN 16 108 671 441, AFSL Number 274900 ("SSGA, ASL") is the product issuer. State Street Global Advisors, Australia, Limited (AFSL Number 238276, ABN 42 003 914 225) (“SSGA Australia”) is the Investment Manager. The material on this website is general information only and does not take into account your individual objectives, financial situation or needs. You should read and consider the Product Disclosure Statement (PDS) for the relevant product carefully before making an investment decision and consult your financial adviser. You can access our PDS online or by calling us. The offer made in our PDS is available to persons receiving the PDS within Australia and applications from outside Australia will not be accepted. Past performance is not a reliable indicator of future performance. Investing entails risks and there can be no assurance that State Street Global Advisors will achieve profits or avoid incurring losses.

Investing involves risk including the risk of loss of principal. This material should not be considered a solicitation to apply for interests in the Funds and investors should obtain independent financial and other professional advice before making investment decisions. There is no representation or warranty as to the currency or accuracy of, nor liability for, decisions based on such information. Performance quoted represents past performance, which is not a reliable indicator of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted.