From our roots as an indexing pioneer to our capabilities in active, smart beta, alternatives and ETFs, our clients’ investing challenges have served as a catalyst for our innovation for more than 40 years.
State Street Corporation established State Street Global Advisors to provide institutional investment management services focused on equity indexing and cash. The new entity begins launching domestic and international equity index funds.
We complement our indexing prowess with new active quantitative equity strategies, to help meet client demand for systematic approaches to portfolio management and their underlying return drivers.
We open our first non-US locations in London and Hong Kong; live trading desks in both locations offer clients local insight and execution.
Together with the American Stock Exchange, we launch the first US listed and still-largest ETF to offer investors broader, more efficient access to capital markets.*
We launch the industry’s first family of sector-specific ETFs.
We introduce multi-asset class, liability-driven investing strategies designed to be more closely aligned with plan sponsors’ risk, return and cash-flow objectives.
Working with the government of Hong Kong, we establish Asia ex-Japan’s first ETF, offering unprecedented access to local markets.
We create our Official Institutions Group, among the first dedicated to serving the investment needs of sovereign wealth funds and central banks. Today, it manages more than $467 billion globally for 70 official institutions clients around the world.2
In partnership with the World Gold Council, we launch the first gold-backed ETF in the US.
We introduce Managed Volatility Strategies, providing clients with a new risk management tool seeking compelling equity returns with less volatility.
We establish our Investment Solutions Group, providing portfolio solutions to meet complex client needs.
We announce our acquisition of Bank of Ireland Asset Management, adding fundamental value equity portfolio management expertise.
We partner with specialty asset manager Blackstone Credit to offer the first of-its-kind actively managed senior loan ETF.
We expand our presence in the UK defined contribution marketplace with the launch of UK target retirement funds designed to serve as default options in retirement plans.
We have five of the year’s top ten new ETF launches. Among those launched is our first S&P 500 fossil-fuel-free ETF, adding to the firm’s ESG lineup, and an active fixed income ETF.
We acquire GE Asset Management, providing multiple benefits to State Street Global Advisors and our clients, including the addition of new alternatives capabilities, strengthening fundamental growth equity and active fixed income teams, and establishing us as a leading provider of outsourced chief investment officer (OCIO) services.
We launch a gender diversity ETF that provides exposure to US companies that lead their sector in demonstrating a commitment towards promoting and supporting gender diversity throughout all levels of the organization.
State Street Global Advisors Trust Company was established for purposes of State Street Global Advisors’ US institutional investment management business.
We place the Fearless Girl statue in NYC financial district symbolizing women who are taking charge today and inspiring the next generation of women leaders. At the same time, we call on companies to take intentional steps to increase the number of women on their corporate boards.
We announce a new global hub in Poland. Initially the office will focus on supporting and servicing investment, risk, funds management and distribution, as well as operations.
We announce the launch of the firm’s first ESG money market fund, which is the first money market fund to offer a portfolio composed entirely of investments that meet ESG criteria at the time of purchase.
We launch R-Factor™, an innovative ESG scoring system for companies to evaluate their investments and practices. R-Factor supports the development of sustainable capital markets by giving investors the ability to integrate financially material ESG data into their investment decision making while also incentivizing companies to improve their ESG practices and disclosure.
Adding to the two equity ESG ETFs launched in EMEA in 2019, SPDR® launches a low-cost core equity ESG ETF in the US and Australia, its first fixed income ESG ETF publicly offered in the US, and two fixed income ESG ETFs in EMEA.
We collaborate with Barclays to launch a suite of fixed-income strategies. We develop and manage these new investment products and strategies by leveraging data sourced from systematic strategy indices curated by Barclays Quantitative Portfolio Strategy (Barclays QPS) team.
1 Diversification does not ensure a profit or guarantee against loss.
*Image used with permission of NYSE Group, Inc. © 1993 NYSE Group, Inc. All rights reserved.) Pictured left to right: Harold McGraw III (McGraw Hill Publishing Co), James R. Jones (Chairman of the American Stock Exchange), Mr. Marshall N. Carter (CEO of State Street Corp).
The World Gold Council name and logo are a registered trademark and used with the permission of the World Gold Council pursuant to a license agreement. 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.
Investing involves risk including the risk of loss of principal.
All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should
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The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.
This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
While the shares of ETFs are tradable on secondary markets, they may not readily trade in all market conditions and may trade at significant discounts in periods of market stress.
The trademarks and service marks referenced herein are the property of their respective owners. Third party data providers make no warranties or representations of any kind relating to the accuracy, completeness or timeliness of the data and have no liability for damages of any kind relating to the use of such data.
Responsible-Factor (R Factor) scoring is designed by State Street to reflect certain ESG characteristics and does not represent investment performance. Results generated out of the scoring model is based on sustainability and corporate governance dimensions of a scored entity.
Frequent trading of ETFs could significantly increase commissions and other costs such that they may offset any savings from low fees or costs.
Standard & Poor’s, S&P and SPDR are registered trademarks of Standard & Poor’s Financial Services LLC(S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.
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ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
Standard & Poor's®, S&P® and SPDR® are registered trademarks of Standard & Poor's Financial Services LLC (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation's financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.
Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA , SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs. ALPS Distributors, Inc., member FINRA, is the distributor for DIA, MDY and SPY, all unit investment trusts. ALPS Portfolio Solutions Distributor, Inc., member FINRA, is the distributor for Select Sector SPDRs. ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. are not affiliated with State Street Global Advisors Funds Distributors, LLC.
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