From our roots as an indexing pioneer to our capabilities in active, smart beta, alternatives and ETFs, our clients’ investing challenges have served as a catalyst for our innovation for more than 40 years.
We work closely with investors and intermediaries to better understand their needs and objectives, and to develop thoughtful, precise solutions designed to help meet a wide range of investment goals.
State Street Corporation established State Street Global Advisors to provide institutional investment management services focused on equity indexing and cash. The new entity begins launching domestic and international equity index funds.
We complement our indexing prowess with new active quantitative equity strategies, to help meet client demand for systematic approaches to portfolio management and their underlying return drivers.
We open our first non-US locations in London and Hong Kong; live trading desks in both locations offer clients local insight and execution.
Together with the American Stock Exchange, we launch an ETF to track the S&P 500, which is the first US-listed ETF in the world.*
We launch the industry’s first family of sector-specific ETFs.
Working with the government of Hong Kong, we establish Asia ex-Japan’s first ETF offering unprecedented access to local markets.1
We introduce multi-asset class, liability-driven investing strategies designed to be more closely aligned with plan sponsors’ risk, return and cash-flow objectives.
We create our Official Institutions Group, among the first dedicated to serving the investment needs of sovereign wealth funds and central banks. Today, it manages more than $420 billion globally for 65+ government entities around the world.2
In partnership with the World Gold Council, we launch the first gold-backed ETF in the US.
We introduce Managed Volatility Strategies, providing clients with a new risk management tool seeking compelling equity returns with less volatility.
We announce our acquisition of Bank of Ireland Asset Management, adding fundamental value equity portfolio management expertise.
We establish our Investment Solutions Group, providing portfolio solutions to meet complex client needs.
We partner with specialty asset manager Blackstone Credit to offer the first of-its-kind actively managed senior loan ETF.
We expand our presence in the UK defined contribution marketplace with the launch of the Timewise Target Retirement Funds, a series of funds designed to serve as default options in retirement plans.
We have five of the year’s top ten new ETF launches. Among those launched is our first S&P 500 fossil-fuel-free ETF, adding to the firm’s ESG lineup, and an active fixed income ETF.
We acquire GE Asset Management, providing multiple benefits to State Street Global Advisors and our clients, including the addition of new alternatives capabilities, strengthening fundamental growth equity and active fixed income teams, and establishing us as a leading provider of outsourced chief investment officer (OCIO) services.
We launch our first proprietary index – the State Street Global Advisors Gender Diversity Index.
State Street Global Advisors Trust Company was established for purposes of State Street Global Advisors’ US institutional investment management business.
We place the Fearless Girl statue in NYC financial district symbolizing women who are taking charge today and inspiring the next generation of women leaders. At the same time, we call on companies to take intentional steps to increase the number of women on their corporate boards.
We announce a new global hub in Poland. Initially the office will focus on supporting and servicing investment, risk, funds management and distribution, as well as operations.
We announce the launch of the firm’s first ESG money market fund, which is the first money market fund to offer a portfolio composed entirely of investments that meet ESG criteria at the time of purchase.
We launch R-Factor™, an innovative ESG scoring system for companies to evaluate their investments and practices. R-Factor supports the development of sustainable capital markets by giving investors the ability to integrate financially material ESG data into their investment decision making while also incentivizing companies to improve their ESG practices and disclosure.
Adding to the two equity ESG ETFs launched in EMEA in 2019, SPDR® launches a low-cost core equity ESG ETF in the US and Australia, its first fixed income ESG ETF publicly offered in the US, and two fixed income ESG ETFs in EMEA.
1 Diversification does not ensure a profit or guarantee against loss.
2 As of June 30, 2019.
3 Bloomberg L.P.
4 State Street Global Advisors SPDR ETFs as of 8/31/2015
*Image used with permission of NYSE Group, Inc. © 1993 NYSE Group, Inc. All rights reserved.) Pictured left to right: Harold McGraw III (McGraw Hill Publishing Co), James R. Jones (Chairman of the American Stock Exchange), Mr. Marshall N. Carter (CEO of State Street Corp).
The World Gold Council name and logo are a registered trademark and used with the permission of the World Gold Council pursuant to a license agreement.
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