Strategies & Capabilities


Global Fiduciary Solutions

Practitioner’s perspective, precise implementation: Understanding and addressing complex investment challenges is our expertise.


Our Expertise


Experience

25 Yrs

Providing outsourced investment management services

Assets

$120B+

Under management *

Professionals

90+

On our team *


True Open Architecture

We are able to work with whatever managers and vehicles you currently have in your plans. We have built deep relationships with more than 300 managers across the universe of public and private asset classes. If we don’t already cover a specific manager in your portfolio, we will initiate research on that manager.


Alternatives Expertise

Alternative asset classes are increasingly important to plans seeking valuable sources of alpha and diversification—while also adding complexity in terms of managing risk and liquidity. We have one of the industry’s deepest dedicated alternatives teams, with more than 50 professionals who have an average of 22 years of experience. This allows us to help clients optimize their use of alternatives on both a strategic and tactical level.


Coordination of Multiple Plans

We have experience working with complex situations and are able to provide recommendations on how to operate more efficiently and when sub-plans should be consolidated. We focus on assessing risk at the total client relationship level and managing that risk through strategic allocations and tactical portfolio decisions.


ESG Integration

As a leader in socially responsible investing, we are able to create customized portfolios that are designed to reflect each client’s unique priorities without compromising long-term returns.


Oversight of Service Providers

Our clients often use a complex web of outside service providers. Serving as an extension of your staff, we provide oversight of your third-party partners and ensure that they follow best practices.


Robust, Comprehensive Reporting

We provide reporting that goes beyond simply showing performance by manager or asset class. Instead, we create customized reports for our clients that show risk, asset allocation, and consolidated performance.


Direct Access to Investment Professionals


We’ve designed our team structure to create a direct line of communication between you and your investment professionals. Each client team is headed by two seasoned investment professionals:

Client Executive

Serves as your primary day-to-day contact and ensures that your specific goals and objectives are at the center of all decisions made throughout our investment governance model.

Investment Strategist

Works closely with you to design and update a strategic asset allocation and de-risking framework that is flexible, prudent, and effective.

Contact Us

To learn more about our team and governance structures,

Email the Team


Our Latest Thinking


2019 Market Outlook – 3Q Update

Much has changed since we published our midyear market outlook. The calm that prevailed in the first half of the year has been given way to higher volatility, increased trade tensions, growth worries, and increased uncertainty about the Fed and other central banks. We check in with our head of Global Fiduciary Solutions (GFS) Investments, Jeff Palma, to see how his views have evolved and to dig deeper into some of his conclusions from that piece.

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Cookie and Milk

Active Management – The Landscape

Active approaches once dominated investment management. Over the past decade, we've seen massive growth in index asset flows across a range of asset classes and regions. The Manager Research team explores this trend in their latest research paper.

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Selecting an OCIO Manager

Once a decision to outsource has been made, it’s critical to know the right questions to ask to ensure successful partnering.

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Preparing Portfolios for Late Cycle Dynamics

With global equities at or near all-time highs, spreads tight, and government bond yields low, valuations across asset classes are posing challenges. Head of OCIO Investments, Jeff Palma, discusses our outlook for the sustainability of the current economic expansion, as well as the market positioning preferences and strategic priorities in the OCIO practice at State Street Global Advisors. 

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Footnotes

*As of June 30, 2019