Big as a Bank, Agile as an Advisor
With nearly $2.9 trillion assets under management, State Street Global Advisors has been a consistent investing force for over four decades.
In the DC advisor arena, we harness our scale and skill to further advisor practices and plan provider offerings. At the same time, we bring the same entrepreneurial spirit that drives advisors.
Going beyond the status quo, we work to extend our partners’ reach and strive to deliver better participant outcomes.
Head of Intermediary Strategy
Head of Regional DC Sales
Senior Relationship Manager
Client Relationship Manager
Internal Retirement Director
Office: 617 664 6072
Mobile: 617 347 2279
Having the Right Investment Conversations
Fee compression, service bundling and firm aggregation are industry trends changing the way advisors do business — and the segments they serve.
Increasingly, staying competitive means broadening your market reach. To do so, consider how you can pivot your investment conversations toward different dimensions of value, or what we refer to as operational alpha.
Getting to Operational Alphaii
Fees and trading costs for international equity mandates can gradually erode portfolio value over time and create a drag on relative benchmark performance.
We are committed to supporting the advisor community in growing and evolving prosperous practices. As part of this commitment, we’ve hosted a series of events for the country’s top retirement plan advisors through which we’ve gained insights across the business life cycle. Here, we share those findings, along with a content series dedicated to furthering advisor acumen across each business stage.
Whitepaper coming soon.
iAs of 6/30/19.
iiSource: State Street Global Advisors.
1Assumes open market trading cost of 28bps and management fees of 14bps. Open market trading cost of 28bps is an estimate that combines the expected explicit costs of commissions, taxes and fees with a mean estimate market impact cost. Management fees of 14bps reflects the highest fee for Commingled Fund products reported by the 10 largest managers in the eVestment ACWI ex-US Passive Equity universe, as of 9/30/18, assuming a $250M allocation.
2Difference between the highest (14bps) and lowest (7bps) reported Commingled Fund fees for the 10 largest managers in the eVestment ACWI ex-US Passive Equity universe, as of 9/30/18, assuming a $250M allocation.
3Average historical lending returns paid to the fund in the State Street MSCI ACWI ex USA IMI Index ERISA DC strategy from 2014-2017.
4MSCI Index Data, published ERISA and RIC Tax Rates, as of 12/31/2017.
5Estimated cost savings from In-kind/Internal Crossing/Unit Crossing activity in the State Street Global All Cap Equity Ex U.S. Index Fund from January 2012 – October 2018.