Defined Contribution
Index Investing
Our index investing expertise has been sharpened over decades of building and managing some of the world’s most successful index funds.
Total indexing assets under management
Index investment professionals globally
Delivering precision index investing
Getting to Operational Alphaii
Applying a DC Lens
In the DC arena, which serves millions of investors and countless transactions, we work at the intersection of efficiency and innovation and endeavour to challenge the status quo by delivering value beyond fees.
Scale becomes a competitive advantage, enabling us to more easily absorb money movement with less impact to fund performance while also supporting greater overall efficiency. Through our ERISA-qualified collective trust investments (CITs), we can deliver a series of benefits that can generate substantial savings to plans and participants:
| Crossing Efficiencies | Tax Gains | Securities Lending |
Access to a large-scale internal trading network, allowing managers to sidestep the open market and trade at reduced transaction costs. |
Ability to reduce tax exposure on foreign dividends, translating into increased returns relative to mutual funds. |
Entrée to transparent securities lending programs, creating the potential to generate additional income for plans and participants. |
To learn more about our index investing approach specific to DC strategies, contact DCInvestmentStrategy@ssga.com.