Strategies & Capabilities

Global Fiduciary Solutions

Practitioner’s perspective, precise implementation: Understanding and addressing complex investment challenges is our expertise.

Our Expertise

True Open Architecture

Alternatives Expertise

Coordination of Multiple Plans

ESG Integration

Oversight of Service Providers

Robust, Comprehensive Reporting

Direct Access to Investment Professionals

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:

Client Executive

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.

Investment Strategist 

Works closely with you to design and update a strategic asset allocation and de-risking framework that is flexible, prudent, and effective.

Contact Us

To learn more about our team and governance structures,

Email the Team

Our Latest Thinking

Five Questions to ask an OCIO

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.

Five Questions to ask an OCIO

Building a Liquidity Ladder

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.

Building a Liquidity Ladder

Global Fiduciary Solutions: An Overview

Recently, Pensions & Investments sat down with our senior investment strategist, Thomas Kennelly, to discuss the structure of State Street's Global Fiduciary Solutions team.

Sam Island, Retirement

Informing Defined-Benefit Pension Plans’ Decision to Re-risk

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.


Transparency, Communication, and Agility: Response to the COVID-19 Crisis as Fiduciary Partners

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.