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Strategies & Capabilities

Sub-Advisory Services

The sub-advisory sector is changing rapidly, most notably in the ways our clients manage investment outcomes.

Our Partnerships

Partnering with some of the largest institutional and insurance companies over the past 40 years has allowed us to develop core expertise in active and passive investing, risk management, and asset allocation, based on a deep understanding of our clients’ goals and objectives. Enterprise resources, consultative engagements, robust third party partnerships, and a history of innovation are just a few of the competitive advantages that set State Street apart. We are uniquely positioned to provide strong insights and guidance to a sector undergoing rapid transformation.

Our Expertise

We provide investment advisory and sub-advisory services to a range of institutional clients using pooled investment vehicles. We collaborate with clients to design, construct, and manage custom solutions. We have extensive capabilities across asset allocation, risk management, and fiduciary advice.

Sub-Advisory Services


State Street offers a comprehensive, consultative approach to serving advisors and sub-advisors, including gatekeepers, recordkeepers, home offices, and wholesalers. This partnership includes reporting, coordination of multiple plans, continuing education support, and field partnership.

Robust, Comprehensive Reporting

We provide reporting that goes beyond simply showing performance. We create customized reports for our clients that show risk, asset allocation, and consolidated performance.

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.

Continuing Education Support

We support and provide continuing education content that aligns with Board criteria. Our relationships today are with Investments & Wealth and the CFP Boards. The content we have available is shared in live and virtual forums.

Field Partnership

Our Sales Team is ready to partner with your External Wholesalers to build successful long-term relationships and grow assets across your platforms. We take a team approach by promoting opportunities to consult on engagements and develop new strategies to bring the best of both of our firms to the client. We’ll be an extension of your team in the field and help drive flows into your strategies.

Investment Solutions

With world-class capabilities at our disposal we stand ready to help our client navigate the difficult market environments they may face.

A Pioneer and Leader

As the asset management arm of State Street Corporation, we are the creator of the world’s first ETFs and an indexing pioneer. Over the past 40 years we have built a universe of active and index strategies across asset classes to help our clients, and those who rely on them, achieve their investment goals.

Strategic and Tactical Asset Allocation and Exposure Management

We provide a wide range of investment solutions, from implementing short-term, tactical exposures to fully discretionary mandates (also known as “Outsourced CIO”).

Fixed Income, Currency and Cash

We are increasingly seeing investors employ both active and index approaches to their fixed income strategies. Index strategies can complement active strategies and provide investors with greater flexibility to tactically allocate and fine-tune exposures to target allocations.

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 40 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.

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.


Dedicated Team

See how our investment management approach can help bring a deeper level of diversification to your portfolios. Request a meeting with a State Street Global Advisors Regional Consultant.

Bob McGowan
Head of Americas, Institutional Partnership Sales

Phone: 781.254.2224

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Kevin Scott, CIMA®, CPWA®, CFP®
National Sales Manager

Phone: 857.206.2365

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David Henesey, CRPC®
Regional Consultant

Phone: 617.283.8279

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