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

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


Coordination of Multiple Plans


Continuing Education Support


Field Partnership


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


Strategic and Tactical Asset Allocation and Exposure Management


Fixed Income, Currency and Cash


Alternatives Expertise


ESG Integration


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

Email: robert_mcgowan@ssga.com
Phone: 781.254.2224

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

Email: kevin_scott@ssga.com
Phone: 857.206.2365

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David Henesey, CRPC®
Regional Consultant

Email: david_henesey@ssga.com
Phone: 617.283.8279

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