delivering precision smart beta
smart beta assets under management*
dedicated to smart beta
Smart beta can help investors target better risk-adjusted returns and capture excess performance in a more cost-effective way.
Discover more about the smart beta factors that drive returns:
Value stocks have been shown to outperform the broader market indices over the long term. These results have been replicated by a number of researchers for many different sample periods and for most stock markets around the world.
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:
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.
Works closely with you to design and update a strategic asset allocation and de-risking framework that is flexible, prudent, and effective.
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.
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.
*As of June 30, 2019