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        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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        Advisor Resources

        Big as a Bank, Agile as an Advisor

        With nearly $2.9 trillion  assets under management, 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.

        DC Investment Options

        Leveraging a full range of institutional capabilities to enhance retirement outcomes.

        Learn more.

        Mutual Fund Product Guide

        From index to active strategies, single to multi-asset funds, see how our lineup stacks up. 

        Learn more.

        Latest Thinking

        The World Is Flat & Other Dangerous TDF Investing Myths

        When it comes to index-based target date strategies, there seems to be some confusion.

        DC Advisor Team

        Gregory Porteous
        Head of Intermediary Strategy

        Heather Bailey
        Head of Regional DC Sales

        Mike Nelligan
        Senior Relationship Manager

        Alex McCarthy
        Relationship Manager

        Dan Cahill
        Client Relationship Manager

        Regional Territories

        West

        Justin Wilson
        Senior Retirement Director
        Justin_Wilson@ssga.com
        Mobile: 857 272 9847

        Midwest

        Ned McNally
        Senior Retirement Director
        Ned_McNally@ssga.com
        Mobile: 312 925 9198 

        East

        Heather Bailey
        Senior Retirement Director
        Heather_Bailey@ssga.com
        Mobile: 470 449 5641

        Home Office

        Campbell Jamieson
        Internal Retirement Director
        Campbell_Jamieson@ssga.com
        Office: 617 664 6072
        Mobile: 617 347 2279

        Investment Approach

        Target Date Funds

        Our index-based target date funds apply a finer lens to asset class and index selection.

        Read now.

        Collective Investment Trusts: Lower Costs and Greater Flexibility

        CITs can offer meaningful advantages to retirement plans over mutual funds. Are you CIT savvy?

        Read now.

        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.

        Getting to Operational Alphaii

        Practice Management

        Enhancing Each Stage of Your Practice

        16469-dc-practice-management-cycle-graphic-v2-tt

        We are committed to supporting the advisor community in growing and evolving prosperous practices. As part of this commitment, we’ve hosted a series of events for the country’s top retirement plan advisors through which we’ve gained insights across the business life cycle. Here, we share those findings, along with a content series dedicated to furthering advisor acumen across each business stage.

        Read now.

        Grow

        Manage

        Succeed

        Whitepaper coming soon.

        For more information on our DC Advisor offerings, contact us at DCIntermediaryTeam@ssga.com.

        MARKETING COMMUNICATION

                                           

        FOR PROFESSIONAL INVESTORS USE ONLY.

         

        SSGA SPDR ETFS MAY NOT BE AVAILABLE OR SUITABLE FOR ALL. SPDR ETFs may be offered and sold only in those jurisdictions where authorised, in compliance with applicable regulations.

         

        Investing involves risk including the risk of loss of principal.

         

        ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

         

        The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors.  S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

         

        The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor.

         

        The information contained in this communication is not a research recommendation or ‘investment research’ and is classified as a ‘Marketing Communication’ in accordance with the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation. This means that this marketing communication (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research (b) is not subject to any prohibition on dealing ahead of the dissemination of investment research.

         

        All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed.  There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

         

        This content has been issued by State Street Global Advisors Europe Limited is regulated by the Central Bank of Ireland. Registered office address 78 Sir John Rogerson’s Quay, Dublin 2. Registered Number: 49934. T: +353 (0)1 776 3000. F: +353 (0)1 776 3300.

         

        FOR EUROPEAN SPDR ETFs and MANAGED FUNDS:

         

        Please refer to the Fund’s latest Key Information Document (KID) and Prospectus before making any final investment decision. The latest English version of the prospectus and the KID can be found at www.ssga.com/ch/en_gb/institutional/ic/fund-finder. A summary of investor rights can be found here:

         

        Managed Funds: https://www.ssga.com/library-content/products/fund-docs/summary-of-investor-rights/ssga-investors-rights-summary-non-etf-ireland.pdf

         

        SPDR ETFs: https://www.ssga.com/library-content/products/fund-docs/summary-of-investor-rights/ssga-spdr-investors-rights-summary.pdf

         

        Note that the Management Company may decide to terminate the arrangements made for marketing and proceed with de-notification in compliance with Article 93a of Directive 2009/65/EC.

         

        SPDR ETFs is the exchange traded funds ("ETF") platform of State Street Global Advisors and is comprised of funds that have been authorised by Central Bank of Ireland as open-ended UCITS investment companies.

         

        SSGA SPDR ETFs Europe I & SPDR ETFs Europe II plc issue SPDR ETFs, and is an open-ended investment company with variable capital having segregated liability between its sub-funds. The Company is organized as an Undertaking for Collective Investments in Transferable Securities (UCITS) under the laws of Ireland and authorized as a UCITS by the Central Bank of Ireland.


        For Ireland Unit Trust:

        The State Street Ireland Unit Trust was authorised by the Central Bank of Ireland as unit trust pursuant to the Unit Trusts Act, 1990 and the European Communities (Alternative Investment Fund Managers Directive) Regulations 2013 (as amended) as a Retail Investor Alternative Investment Fund on 30 June 2015. This document should be read in conjunction with its Prospectus and Supplement. All transactions should be based on the latest available Prospectus and Supplement which contain more information regarding the charges, expenses and risks involved in your investment. Prospective investors may obtain these reports free of charge from State Street Global Advisors Europe Limited which is regulated by the Central Bank of Ireland.

         

        FOR STRATEGIES:

         

        This document provides summary information regarding the Strategy. This document should be read in conjunction with the Strategy's Disclosure Document, which is available from SSGA. The Strategy Disclosure Document contains important information about the Strategy, including a description of a number of risks.

         

        The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

        4978691.4.1.EMEA.INST

        Exp: 30.06.2025

        © [[]] %%State Street Corporation%%. All rights reserved.