Investment Ideas


Smart Beta

Research-led and experience-driven, our team brings practical expertise to delivering the best of smart beta strategy design and execution.


Our Capabilities


Experience

25 Yrs

delivering precision smart beta

Assets

$130+ B

smart beta assets under management*

Portfolio managers

15+

dedicated to smart beta


Target the Real Drivers of Return


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:

Driver 1: Value

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.

Driver 2: Size
Driver 1: Value
Driver 1: Value
Driver 1: Value
Driver 1: Value

Contact Us

To learn more about our team and governance structures, email us.


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 us.


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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Footnotes

*As of June 30, 2019