Leveraging deep expertise
Because we have been managing balanced portfolios since 1982, we bring extensive experience and industry knowledge to multi-asset class solutions.
Taking a holistic view
Although target date funds are widely used among plan sponsors, balanced funds still have an important role to play in defined contribution plans.
Offering both off-the-shelf and custom solutions
We can help you identify the types of investment strategies that may work best for your participants, including off-the-shelf balanced funds and custom multi-asset class solutions.
SSGA Balanced Funds Asset Allocation
A Leader in Balanced Portfolios
SSGA is one of the largest managers of multi-asset class solutions for defined contribution plan sponsors. Specializing in creating and managing strategically rebalanced portfolios, we can provide you with a choice of risk-based balanced funds designed to address the risk of inflation or any other risk your participants face. Our goal is to provide solutions that improve retirement outcomes for your participants and have the flexibility to best meet your needs.
An Evolving Role in Defined Contribution Plans
Do balanced funds make sense for your plan? The answer may depend on a number of different factors, including your current default investment option, the needs of your participants and the makeup of your overall investment menu. At SSGA, we can help you consider what types of portfolio solutions make the most sense for your plan and your participants.