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

2019 Market Outlook – 3Q Update

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.

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Cookie and Milk

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.

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Selecting an OCIO Manager

Once a decision to outsource has been made, it’s critical to know the right questions to ask to ensure successful partnering.

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Preparing Portfolios for Late Cycle Dynamics

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. 

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