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Strategies & Capabilities

Sub-Advisory Services

The sub-advisory sector is changing rapidly, most notably in the ways our clients manage investment outcomes.

Our Partnerships

Partnering with some of the largest institutional and insurance companies over the past 40 years has allowed us to develop core expertise in active and passive investing, risk management, and asset allocation, based on a deep understanding of our clients’ goals and objectives. Enterprise resources, consultative engagements, robust third party partnerships, and a history of innovation are just a few of the competitive advantages that set State Street apart. We are uniquely positioned to provide strong insights and guidance to a sector undergoing rapid transformation.

Our Expertise

We provide investment advisory and sub-advisory services to a range of institutional clients using pooled investment vehicles. We collaborate with clients to design, construct, and manage custom solutions. We have extensive capabilities across asset allocation, risk management, and fiduciary advice.

Sub-Advisory Services


State Street offers a comprehensive, consultative approach to serving advisors and sub-advisors, including gatekeepers, recordkeepers, home offices, and wholesalers. This partnership includes reporting, coordination of multiple plans, continuing education support, and field partnership.

Robust, Comprehensive Reporting

Coordination of Multiple Plans

Continuing Education Support

Field Partnership

Investment Solutions

With world-class capabilities at our disposal we stand ready to help our client navigate the difficult market environments they may face.

A Pioneer and Leader

Strategic and Tactical Asset Allocation and Exposure Management

Fixed Income, Currency and Cash

Alternatives Expertise

ESG Integration


Dedicated Team

See how our investment management approach can help bring a deeper level of diversification to your portfolios. Request a meeting with a State Street Global Advisors Regional Consultant.

Bob McGowan
Head of Americas, Institutional Partnership Sales

Phone: 781.254.2224

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Kevin Scott, CIMA®, CPWA®, CFP®
National Sales Manager

Phone: 857.206.2365

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David Henesey, CRPC®
Regional Consultant

Phone: 617.283.8279

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