Active listening, inventive thinking: Tackling the toughest investment challenges.
Experience 32 Yrs
Managing Multi-Asset Solutions
Assets Under Management *
Discover our Offerings
We provide a wide range of investment solutions, from implementing short-term, tactical exposures to fully discretionary mandates (also known as “Outsourced CIO”). Here are some of our key multi-asset offerings:
Strategic Asset Allocation
Strategic Portfolio Management and rebalancing
Balances long term risk objectives
Help Individuals reach retirement goals with disciplined glide paths
Provide an Inflation hedge
Tactical Asset Allocation
Benchmark-relative, active asset allocation
Provide an additional, uncorrelated source of alpha
Active ETFs, model portfolios, advisory
Equity and Fixed income sector rotation
Generate alpha tilting among sectors
Total Portfolio Solutions
Compressive multi-assets management targeted to strategic goals
Flexible asset allocation
Provide an absolute return over a market cycle
Reduce cash drag while minimizing transaction costs
Asset class and factor completion
Efficiency align asset allocation to targets
Provide arrange of volatility - and downside - risk reducing solution
Latest Monthly Updates
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Investment Solutions with Rob Spencer
Rob Spencer, a portfolio strategist from our Investment Solutions Group shares insights on a monthly basis regarding key factors motivating our tactical asset allocation postilions, how we are addressing client concerns, and the most urgent issues facing asset allocators.
* 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.
This information is for informational purposes only, not to be construed as investment advice or a recommendation or offer to buy or sell any security. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. There are no guarantees regarding the achievement of investment objectives, target returns, portfolio construction, allocations or measurements such as alpha, tracking error, stock weightings and other information ratios. The views and strategies described may not be suitable for all investors. SSGA does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Investing entails risks and there can be no assurance that SSGA will achieve profits or avoid incurring losses.
Performance quoted represents past performance, which is no guarantee 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.
Images of NYSE Group, Inc. are used with permission of NYSE Group, Inc. Neither NYSE Group, Inc. nor its affiliated companies sponsor, approve of or endorse the contents of this program. Neither NYSE Group, Inc. nor its affiliated companies recommend or make any representation as to possible benefits from any securities or investments.