Practitioner’s perspective, precise implementation: Understanding and addressing complex investment challenges is our expertise.
True Open Architecture
Coordination of Multiple Plans
Oversight of Service Providers
Robust, Comprehensive Reporting
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:
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.
Works closely with you to design and update a strategic asset allocation and de-risking framework that is flexible, prudent, and effective.
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 GFS Investments, Jeff Palma, to see how his views have evolved and to dig deeper in to some of his conclusions from that piece.
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.
Once a decision to outsource has been made, it’s critical to know the right questions to ask to ensure successful partnering.
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.
*As of June 30, 2019