DCIO Resources
With nearly $3.5 trillion assets under management,1 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.
Product Information
DC Investment Options
Leveraging a full range of institutional capabilities to enhance retirement outcomes.
Mutual Fund Product Guide
From index to active strategies, single to multi-asset funds, see how our lineup stacks up.
Investment Approach
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.
Cost Paid
Fees and trading costs for international equity mandates can gradually erode portfolio value over time and create a drag on relative benchmark performance.2
Sticker Price
Selecting a low-cost index fund generates meaningful savings. For strategies with comparably low fees, better tracking may lead to additional inherent cost savings beyond the IM fee.
Stick Price
Selecting a low-cost index fund generates meaningful savings. For strategies with comparably low fees, better tracking may lead to additional inherent cost savings beyond the IM fee.3
Securities Lending
Securities lending can potentially enhance returns. The risks, potential returns and cost structure of the program should be transparent and well understood by the plan sponsor.4
Vehicle Selection
ERISA-qualified CITs pay a lower tax rate on dividends than mutual funds in many developed countries. This leads to material and consistent performance advantages.5
Manager Selection
Asset managers with scale and efficient CIT fund structures can generate meaningful cost savings for end investors via internal crossing, translating into better long-term returns.6
Our Latest Thinking
National Home Office Team
DC Regional Team
Regional Territories
Email the team for more information on our DC Advisor offerings.