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Asset Allocation

Asset Allocation Strategies for Pension Plans

Aligning investment objectives with portfolio construction and solutions.

Why Asset Allocation for Public Plans

Public defined benefit and Taft-Hartley plans face unique challenges. They need to pursue their annual return objectives in a variety of market environments, maintain liquidity to cover beneficiary payments and other expenses, and stay within parameters established by their Investment Policy Statements—all while complying with regulatory requirements.

Smart, efficient asset allocation is key to meeting these needs. Yet asset allocation for public plans has become more complex in recent years, as correlations between asset classes have risen and funds have increased their exposure to less-liquid private market assets.

State Street Global Advisors works in close partnership with public plans. We craft asset allocation solutions tailored to clients’ unique circumstances and challenges, so they can make the most of their assets and fulfill their mission.

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Contact our pension team to learn more about State Street Global Advisors investment capabilities and services.