Our equity index funds have been helping institutional investors solve their investment challenges for over 40 years. Our clients include many of the largest pension funds in the world, as well as endowments, sovereign wealth funds and countless others.
Our investment management business was founded on indexing. From introducing our first S&P 500 index fund in 1978 to launching the first exchange traded fund (ETF) in the US in 1993, there are few challenges our experienced portfolio management teams haven’t seen and can’t solve.
Equity Index Assets Under Management 1
Equity Index Investing Experience 2
Average Portfolio Manager Tenure 3
Our size, experience and client dedication allow us to focus on providing reliable index equity solutions today and for the future.
Depth and Flexibility
We track the nuances of over 500 indices spanning a broad range of custom smart beta and ESG, as well as standard market cap weighted indices. Whether offering indexes from leading providers or building them ourselves, our breadth of product and vehicle types enable flexibility and choice for investors.
Strength in Numbers
With more than 1,400 clients around the world, our internal crossing network and ability to identify trends and share insights across the globe saves clients tens of millions of dollars every year.
Research guides our investment decisions and strategy design, whether it is identifying index implementation value that can be gained from exploiting micro-inefficiencies, integrating ESG into index and factor-based strategies, or developing proprietary, rules-based indices.
State-of-the-Art Trading Platforms
Our seamless interface for all aspects of the trading lifecycle—connecting three regional trading desks to brokers, alternative trading systems and external crossing systems around the world—gives us exceptional control and trading cost advantages.
Asset Stewardship and Active Ownership
As fiduciaries and the third largest global asset manager, we have a responsibility to use our voice and vote to encourage portfolio companies to address issues that could impact long-term shareholder value. Through our engagements, hundreds of publicly traded companies have taken important steps to strengthen their business for the future, including increasing the diversity of their leadership teams and improving their readiness to respond to climate change challenges today and into the future.
We help our clients understand how factors are contributing to their overall portfolio return, as well as how they can harness the power of factors to meet an overall portfolio or plan objective. Our offerings include bespoke index solutions, custom-tilted or multifactor approaches, as well as access to additional third party index solutions.
We work with clients to identify and address specific ESG related investment concerns in a pragmatic way. Bespoke or off the shelf solutions range from exclusionary screens to best in class and thematic themes such as climate.
We help taxable investors meet their investment objectives by crafting customized beta exposures that efficiently weigh different competing objectives of tracking error minimization, along with minimizing their tax liability.
Operating from ten global investment centers, our dedicated index equity functions include portfolio management, research, systems and investment strategy.
1State Street Global Advisors. As of December 31, 2020. 2State Street Global Advisors. As of December 31, 2020. 3State Street Global Advisors. As of December 31, 2020.
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The views expressed in this material are the views the Index team through the period ended February 2021 and are subject to change based on market and other conditions. This document contains certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected.
This information is for informational purposes only, not to be construed as investment advice or a recommendation or offer to buy or sell any security. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. There are no guarantees regarding the achievement of investment objectives, target returns, portfolio construction, allocations or measurements such as alpha, tracking error, stock weightings and other information ratios. The views and strategies described may not be suitable for all investors. SSGA does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Investing entails risks and there can be no assurance that SSGA will achieve profits or avoid incurring losses.
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