Strategies & Capabilities

OCIO Solutions

Understanding and addressing complex investment challenges is our expertise.

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Our Expertise

Experience 20+ Yrs

Providing outsourced investment management services in the region

Assets US $150B+

Under management *

Professionals 100+

On our team *

Local OCIO Presence

State Street has been firmly committed to the Middle East for more than 30 years. Our local team of OCIO professionals coordinate delivery of State Street’s global resources to our clients in the region.

Exceptional Client Experiences

Our commitment to our clients is built on a foundation of strong governance and driven by three equal and essential attributes. Read our Five Questions to Ask An OCIO and Selecting an OCIO

1

Integrated Partnership

Proactive, highly experienced OCIO team
Exceptionally broad resources and capabilities
Continual innovation and evolution of solutions

2

Investment Acumen

Expert knowledge of markets, economies and investments
Robust, multi-faceted research
Open architecture approach
Dedicated OCIO trading and implementation
Private market expertise and relationships

3

Risk Excellence

Culture of risk management excellence
Holistic assessment of client portfolio and enterprise risks

4

Local Expertise

OCIO investment professionals that are based in our Dubai office
Our Middle East clients are supported by local investment strategists, client executives, and manager research professionals who oversee our open architecture platform in the region

Our Capabilities

True Open Architecture

We are able to work with whatever managers and vehicles you currently have in your plans. We have built deep relationships with managers across the universe of public and private asset classes. If we don’t already cover a specific manager in your portfolio, we will initiate research on that manager.

Alternatives Expertise

Alternative asset classes are valuable sources of alpha and diversification—while also adding complexity in terms of managing risk and liquidity. Our team’s significant experience allows our clients to optimize their use of alternatives on both a strategic and tactical level.

Coordination of Multiple Plans

We have experience working with complex situations and are able to provide recommendations on how to operate more efficiently and when sub-plans should be consolidated. We focus on assessing risk at the total client relationship level and managing that risk through strategic allocations and tactical portfolio decisions.

Sustainable Investing

As a leader in socially responsible investing, we are able to create customized portfolios that are designed to reflect each client’s unique priorities without compromising long-term returns.

Oversight of Service Providers

Our clients often use a complex web of outside service providers. Serving as an extension of your staff, we provide oversight of your third-party partners and ensure that they follow best practices.

Robust, Comprehensive Reporting

We provide reporting that goes beyond simply showing performance by manager or asset class. Instead, we create customized reports for our clients that show risk, asset allocation, and consolidated performance.

Direct Access to Investment Professionals

We’ve designed our team structure to create a direct line of communication between you and your investment professionals. Each client team is headed by two seasoned investment professionals:

Client Executive

Serves as your primary day-to-day contact and ensures that your specific goals and objectives are at the center of all decisions made throughout our investment governance model.

Investment Strategist

Works closely with you to design and update a strategic asset allocation and de-risking framework that is flexible, prudent, and effective.

What You Should Know ?

We are experts in OCIO, both in semi-delegated advisory partnerships as well as fully delegated solutions. For more than 30 years, we’ve guided our clients through many market cycles and helped them achieve their goals quickly and cost-effectively.

Transcript

Speaker : Dan Farley, Chief Investment Officer

The Investment Solutions Group is a dedicated team within State Street Global Advisors that delivers multi-asset solutions for our clients.

Our group consists of 150 professionals with an average 18 years’ experience that are based in eight investment centers across the globe. We provide a wide range of investment solutions, from implementing short-term, tactical exposures to fully discretionary mandates.

We have assembled a team of experts across a variety of disciplines. This includes investment managers, quantitative researchers, and actuaries, as well as manager researchers, operational specialists, and industry-expert relationship managers. Each part of the team playing an important role to deliver on the desired outcomes of our clients.

Our Outsourced CIO practice is part of the Investment Solutions Group, leveraging our long tenure in fiduciary and multi-asset investing. We are experts in OCIO, both in semi-delegated advisory partnerships as well as fully delegated solutions.

Given the unique requirements every organization has when they look to outsource, we aim to provide objective based investment strategies and a deep relationship in terms of scope of services and day-to-day interactions. We have a broad range of client types, including endowments, foundations, healthcare funds, defined contribution, and defined benefit plans.

Within DB, we serve overfunded plans, less funded plans as well as closed and frozen plans. This breadth of experience allows us to help guide our clients thru their DB journey.

Our OCIO practice dates back to 1994, years before the term OCIO was mainstream. We first began offering OCIO services when a State Street client approached us asking for a full fiduciary service solution. Since then, our team has offered asset allocation, open architecture manager selection for both public and private markets, and full-service client relationship management.

We know it's an important decision to outsource. There's a lot of time, effort and resources that clients devote to selecting an outsourced provider. We find that delivering investment results is just one part of the decision. Client servicing is key to this business model and that's where our team excels.

For more than 25 years, we’ve guided our clients through many market cycles and helped them achieve their goals quickly and cost-effectively. And we look forward to speaking with you about being your fiduciary partner.

Dan Farley, CIO, Investment Solutions Group, talks about Outsourced CIO Solutions at State Street Global Advisors. (2:45)