Since 2005, State Street Global Advisors has brought a disciplined approach to the design and management of its suite of target date funds. Our institutional strategy has been road-tested across multiple market cycles to help meet the objectives of a broad range of participants.
This September, we celebrated our 5 year target date mutual fund track record, and are taking this moment to highlight our:
Bringing our institutional investing strategies to everyone through our target date mutual funds gives advisors and their clients easy access to sophisticated solutions. Here are four key concepts to keep in mind:
1. Strategic Index Investment Approach
Our target date mutual funds are constructed using 11 underlying State Street index funds, which are designed to be cost efficient and style neutral. These funds are reviewed annually to evaluate the efficacy of the glidepath and the management of four key risks faced by participants: accumulation, inflation, longevity and volatility.
2. Fully Diversified Underlying Fund Lineup
We employ a modular approach to asset allocation to help, manage risks at the top level (stocks versus bonds) and within the sub-asset classes (within stocks and within bonds). We also provide broad exposure to equity, fixed income, and inflation hedging asset classes.