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        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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        Advisor Resources

        Big as a Bank, Agile as an Advisor

        With nearly $2.9 trillion  assets under management, State Street Global Advisors has been a consistent investing force for over four decades.

        In the DC advisor arena, we harness our scale and skill to further advisor practices and plan provider offerings. At the same time, we bring the same entrepreneurial spirit that drives advisors.

        Going beyond the status quo, we work to extend our partners’ reach and strive to deliver better participant outcomes.

        DC Investment Options

        Leveraging a full range of institutional capabilities to enhance retirement outcomes.

        Learn more.

        Mutual Fund Product Guide

        From index to active strategies, single to multi-asset funds, see how our lineup stacks up. 

        Learn more.

        Latest Thinking
        • What to Ask Your Index Manager?
        • SECURE Act Signals Legislative Leap Forward for Retirement
        • Social Media Success: A Quick Guide to Amplifying Your DC Practice

        The World Is Flat & Other Dangerous TDF Investing Myths

        When it comes to index-based target date strategies, there seems to be some confusion.

        DC Advisor Team

        Gregory Porteous
        Head of Intermediary Strategy

        Heather Bailey
        Head of Regional DC Sales

        Mike Nelligan
        Senior Relationship Manager

        Alex McCarthy
        Relationship Manager

        Dan Cahill
        Client Relationship Manager

        Regional Territories

        West

        Justin Wilson
        Senior Retirement Director
        Justin_Wilson@ssga.com
        Mobile: 857 272 9847

        Midwest

        Ned McNally
        Senior Retirement Director
        Ned_McNally@ssga.com
        Mobile: 312 925 9198 

        East

        Heather Bailey
        Senior Retirement Director
        Heather_Bailey@ssga.com
        Mobile: 470 449 5641

        Home Office

        Campbell Jamieson
        Internal Retirement Director
        Campbell_Jamieson@ssga.com
        Office: 617 664 6072
        Mobile: 617 347 2279

        Investment Approach

        Target Date Funds

        Our index-based target date funds apply a finer lens to asset class and index selection.

        Read now.

        Collective Investment Trusts: Lower Costs and Greater Flexibility

        CITs can offer meaningful advantages to retirement plans over mutual funds. Are you CIT savvy?

        Read now.

        Having the Right Investment Conversations

        Fee compression, service bundling and firm aggregation are industry trends changing the way advisors do business — and the segments they serve.

        Increasingly, staying competitive means broadening your market reach. To do so, consider how you can pivot your investment conversations toward different dimensions of value, or what we refer to as operational alpha.

        Getting to Operational Alphaii

        Practice Management

        Enhancing Each Stage of Your Practice

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        We are committed to supporting the advisor community in growing and evolving prosperous practices. As part of this commitment, we’ve hosted a series of events for the country’s top retirement plan advisors through which we’ve gained insights across the business life cycle. Here, we share those findings, along with a content series dedicated to furthering advisor acumen across each business stage.

        Read now.

        Grow

        Manage

        Succeed

        Whitepaper coming soon.

        For more information on our DC Advisor offerings, contact us at DCIntermediaryTeam@ssga.com.

        MARKETING COMMUNICATION         

                                                                                                                 

        FOR PROFESSIONAL INVESTORS USE ONLY.

         

        SSGA SPDR ETFS MAY NOT BE AVAILABLE OR SUITABLE FOR ALL. SPDR ETFs may be offered and sold only in those jurisdictions where authorised, in compliance with applicable regulations.

         

        Investing involves risk including the risk of loss of principal.

         

        ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

         

        The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors.  S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

         

        The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor.

         

        The information contained in this communication is not a research recommendation or ‘investment research’ and is classified as a ‘Marketing Communication’ in accordance with the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation. This means that this marketing communication (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research (b) is not subject to any prohibition on dealing ahead of the dissemination of investment research.

         

        All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed.  There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

         

        This content has been issued by State Street Global Advisors Limited (“SSGAL”). Authorized and regulated by the Financial Conduct Authority, Registered   No.2509928. VAT No. 5776591 81. Registered office: 20 Churchill Place, Canary Wharf, London, E14 5HJ. Telephone: 020 3395 6000. Facsimile: 020 3395 6350 Web: www.ssga.com.

         

        FOR EUROPEAN SPDR ETFs and MANAGED FUNDS:

         

        Please refer to the Fund’s latest Key Investor Information Document (KIID) and Prospectus before making any final investment decision. The latest English version of the prospectus and the KIID can be found at www.ssga.com. A summary of investor rights can be found here:

         

        Managed Funds: https://www.ssga.com/library-content/products/fund-docs/summary-of-investor-rights/ssga-investors-rights-summary-non-etf-ireland.pdf

         

        SPDR ETFs: https://www.ssga.com/library-content/products/fund-docs/summary-of-investor-rights/ssga-spdr-investors-rights-summary.pdf

         

        Note that the Management Company may decide to terminate the arrangements made for marketing and proceed with de-notification in compliance with Article 93a of Directive 2009/65/EC.

         

        SPDR ETFs is the exchange traded funds ("ETF") platform of State Street Global Advisors and is comprised of funds that have been authorised by Central Bank of Ireland as open-ended UCITS investment companies.

         

        SSGA SPDR ETFs Europe I & SPDR ETFs Europe II plc issue SPDR ETFs, and is an open-ended investment company with variable capital having segregated liability between its sub-funds. The Company is organized as an Undertaking for Collective Investments in Transferable Securities (UCITS) under the laws of Ireland and authorized as a UCITS by the Central Bank of Ireland.

        Managed Pension Funds:

        Investing in the Managed Pension Fund is effected by means of an insurance policy written by Managed Pension Funds Limited, a member of the State Street group of companies. This document should not be construed as an invitation or inducement to engage in investment activity. The Managed Pension Fund is available to pension schemes (including overseas schemes) registered with HM Revenue and Customs for the purposes of Chapter 2 of Part IV of the Finance Act 2004. This document should therefore only be circulated to the Trustees of such schemes and their advisers who are deemed to be professional persons (this includes professional clients and eligible counterparties as defined by the Financial Conduct Authority). It should not be circulated to or relied upon by any other persons. In particular scheme members should consult with their employer or scheme trustee. Please note that neither State Street Global Advisors Limited or Managed Pension Funds Limited offer actuarial services and any investment service undertaken by those firms with an objective of matching projected pension fund liabilities does not include, or take responsibility for, the calculation of projected liabilities. Any illustrations exclude the impact of fees, and actual investment returns may differ from projected cashflows, these projected cashflows are not projections of any future benefit payable under a specific policy.

         

        We recommend you read the MPF Key Features Document and Policy Document for full details about the Fund, including fees and risks. Please refer to the “General Risks Applicable to All Sub-Funds” and to the relevant “Sub-Fund Specific Risk Factors” sections of the “Key Features of Managed Pension Funds Limited” document, which is available at: https://www.ssga.com/publications/firm/Key-Features-of-Managed-Pension-Funds-Limited.pdf

         

        FOR STRATEGIES:

         

        This document provides summary information regarding the Strategy. This document should be read in conjunction with the Strategy's Disclosure Document, which is available from SSGA. The Strategy Disclosure Document contains important information about the Strategy, including a description of a number of risks.
         

        US SPDR ETFs

         

        NOTICE TO PERSONS IN THE EUROPEAN ECONOMIC AREA ("EEA")

         

        The Certain US Domiciled funds mentioned on the website is permitted to market into the relevant EEA jurisdiction with UK audience pursuant to either Article 42 of AIFMD (if and as implemented under national laws of such member state); or (ii) can otherwise be lawfully offered or sold (including on the basis of an unsolicited request from a professional client/qualified investor).

         

        The Certain US Domiciled funds mentioned on the website is an alternative investment fund for the purpose of the European Union Alternative Investment Fund Managers Directive (Directive 2011/61/EU) (the “AIFMD”). It is not a regulated collective investment scheme for purposes of the Financial Services and Markets Act 2000 of the United Kingdom (“FSMA”). The promotion of these Certain US Domiciled funds and the distribution of this material in the UK is restricted by law to Professional Investors Only.

         

        These Certain US Domiciled funds provided on the website is an alternative investment funds for the purpose of the European Union Alternative Investment Fund Managers Directive (Directive 2011/61/EU) ("AIFMD"). SSGA Funds Management, Inc. or State Street Global Advisors Trust Company (excluding SPDR® Gold Trust (“GLD®”) and SPDR® Gold MiniShares® Trust (“GLDM®”) is the alternative investment fund manager ("AIFM") of the fund.

         

        SSGA Funds Management, Inc. serves as the investment advisor to the SPDR ETFs that are registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940. SSGA Funds Management, Inc. is an affiliate of State Street Global Advisors Limited.

         

        Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus which contains this and other information, visit ssga.com or talk to your financial advisor. Read it carefully before investing.

         

        The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

        4978691.1.4.EMEA.INST

        Exp: 31.01.2025

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