Created for the individual, harnessing the expertise of many and informed by global insight, State Street’s retirement solutions are informing a new retirement era.
Anchored in ongoing research and driven by more than 40 years1 of defined contribution (DC) investment, public policy, and behavioral insights, State Street takes an integrated approach to addressing the challenges surrounding retirement readiness. We serve relationships that span the retirement industry, including leading defined contribution plan sponsors, consultants, advisors and recordkeepers. We are proud to serve more than half of the Fortune 100 corporations.2
DC Plan Assets 3
Target Retirement AUM 3
Target Date Funds
Unlocking the value of diversification by leveraging more precisely selected asset classes
The next generation of target date investing: where security meets flexibility.
Proven history of pursuing cost-effective index return outcomes with no surprises or unintended biases.
A strategic approach to CIT investing with a rich CIT target date fund tenure.
CITs are pooled investment vehicles offered to certain qualified retirement plans and managed collectively in accordance with a common investment strategy. CITs may offer lower expenses and more pricing flexibility than mutual funds, and differ in how they are managed, regulated, priced and reported.
1State Street Global Advisors, DC business established in 1981.
2State Street Global Advisors (SSGA), Fortune 500 Ranking, 2020.
3Firm AUM is as of March 31, 2023 and includes approximately $65.03 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors,LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
4Estimate based on Department of Labor (DOL), S&P Global Market Intelligence Money Market Directories (MMD), and State Street Global Advisors data as of December 31, 2022.