We've been building and managing some of the world's most successful index funds for 40 years. Our goal? To deliver cost-effective index return outcomes with no surprises or unintended biases.
We helped pioneer the indexing category by creating institutional-caliber index funds, and today, indexed assets represent the majority of our AUM and revenues. As the investment arm of State Street Corporation—which is entrusted with 10% of the world’s assets1 —we are built to devote significant resources toward supporting evolving client needs through product development, process improvement and infrastructure enhancement. In today’s fast changing world, that commitment to continued innovation matters.
ESG Research & Innovation
Indexing: The Pursuit of No Surprises
For four decades, our disciplined, precise approach has helped us deliver index returns as expected by our clients.
1Source: State Street and McKinsey Global Institute, Global Capital Markets, December 31, 2018. Updated in April 2020 per bespoke McKinsey report. This represents State Street’s Q4 2018 AUCA (31.6$T) as a proportion of total global financial assets ($295T). Most recent data available.
2State Street Global Advisors. As of December 31, 2020.
Investing involves risk including the risk of loss of principal.
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.
The information provided does not constitute investment advice and it should not be relied on 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. All material has been obtained from sources believed to be reliable. There is no representation or warranty as to the accuracy of the information and State Street shall have no liability for decisions based on such information.
The views expressed in this material are the views the Index team through the period ended February 2021 and are subject to change based on market and other conditions. This document contains certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected.
© 2021 State Street Corporation - All Rights Reserved