Index Investing Skilled, Flexible, and Extensive.
We've been building and managing some of the world's most successful index funds for 40 years. Our goal? To deliver cost-effective index return outcomes with no surprises or unintended biases.
Indexing is our Core
We helped pioneer the indexing category by creating institutional-caliber index funds, and today, indexed assets represent much of our AUM and revenues. As the investment arm of State Street Corporation—which is entrusted with almost 11% of the world’s assets1 —we are built to devote significant resources toward supporting evolving client needs through product development, process improvement and infrastructure enhancement. In today’s fast changing world, that commitment to continued innovation matters.
Global institutional indexing clients
Indexing assets under management 2
Indices tracked
Our Expertise
Our well-resourced, experienced indexing team pays attention to the thousands of details that can impact the risk and return of a fund’s total performance. To deliver the best possible outcomes for our clients, we focus on the following key areas:
Skilled Team
Our indexing capabilities are managed by a tenured group, consisting of over 150 investment professionals dedicated to indexing strategies, with each fund assigned a lead Portfolio Manager who is the primary decision-maker, accountable for its results.
Portfolio Design
Optimal methadologies aimed to deliver index-like reurns while leveraging highly advanced techniques raging from full replication to optimization in equities and stratified in sampling in fixed income.
Leading Technology
State-of-the-art proprietary and third party technology to assess portfolio risks and provide the flexibility to incorporate value-add efficiencies and pursue tactical oppurtunities.
Implementation
Our 24-hour global trading capabilities which minimize trading costs and respond to changes across hundreds of indexes.
State Street Global Advisors offers a comprehensive suite of index strategies, spanning multiple asset classes and market capitalizations across domestic and global/international developed and emerging markets equity and fixed income.
Equity
Our indexed equity line-up includes a complete offering of US, developed market, emerging market, and global exposures along the entire capitalization spectrum. A complete suite of alternative strategies (commodities, real assets) and screened offerings round up our line-up.
Fixed Income
Indexed fixed income is the core of our business, with comprehensive capabilities and expertise spanning multiple regions, sectors and currencies.
We also offer a broad range of adjacent solutions and services to meet our clients’ investment needs. Some of these additional services include:
Securities Lending
Our securities lending program focuses on extracting the full intrinsic value of securities lending in a risk-controlled manner, aligning our investment philosophy with our clients’ long-term value principles.
Currency Management
With one of the industry’s deepest and most experienced currency teams, we deliver a broad range of hedging and return seeking solutions and adopt a rigorous, research-driven approach to the practice.
Self-Indexing
Each of our indexes is the product of a rigorous and highly disciplined approach to indexing, built on exhaustive research and experience.