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.
Over the past decade, fee compression has been a steady trend in the asset management industry, as competing firms seek to win market share and increase scale. Here are five questions to ask your outsourced investment provider to help ensure that you get the outcomes you need and expect for the fees you pay.
As an outsourced investment manager to many pension plans, State Street’s Global Fiduciary Solutions team provides plan liquidity analysis and portfolio stress testing for our clients.
Recently, Pensions & Investments sat down with our senior investment strategist, Thomas Kennelly, to discuss the structure of State Street's Global Fiduciary Solutions team.
Adopters of a glide path approach have generally been in a one-way, de-risking mindset. Recent market events and their adverse impact to plan funded status have shifted conversations towards re-risking. Plan sponsors who are considering re-risking should bear in mind several key considerations and practical approaches to meeting investment policy objectives.
The COVID-19 pandemic and widespread lockdowns curtailing social and economic activity have led to a depression-magnitude slowdown. Equity markets plummeted and then rallied; volatility remains heightened. Interest rates reached historic lows. The speed and scale of the first-quarter dislocation across asset classes was unprecedented. This is a perfect storm for defined benefit (DB) pension plans.
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.
*As of December 31, 2020