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.*
Managing Multi-Asset Solutions
USD Assets Under Management *
Recent progress in the US and China trade negotiations provides signs of potential de-escalation in the trade war, with European markets perhaps being a surprising benefactor.
There are three guiding principles that underpin the investment philosophy:
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.
Dan Farley, CFA
Chief Investment Officer, ISG
Head of Portfolio Management North America & APAC, ISG
Senior Portfolio Manager Australia
Portfolio Manager Australia
Senior Investment Strategist Australia
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 AQE.
* 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.