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Established Process for Evaluating Enhancements

Maintaining our strategic focus, State Street undertakes an annual review of the glidepath, applying a three-pronged framework to evaluating potential enhancements: desirability, investability and suitability.

  • Target Retirement Evolution
  • Historical Risk Profile

Annual Updates

  • 2021 Inflation Hedges
  • 2020 Intermediate Gov't Bonds
  • 2019 Intermediate TIPS
  • 2018 Consideration for STRIPS
  • 2017 Impact of Currency Hedging
  • 2016 Consideration for EMD