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        Liability Driven Investment

        Expect More from Your LDI

        We believe pension schemes deserve more from their LDI solutions. Our bespoke approach is tailored to each scheme’s unique liabilities by leveraging advanced technology and expertise. We can deliver efficient, effective strategies designed to meet your specific needs.

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        We partner with schemes of all sizes to reduce funding-level volatility, free up assets and help reach de-risking goals.

        Delivering More

        State Street Global Advisors manage investment strategies for some of the largest and most sophisticated asset owners across the world. We offer.

        Tremendous Experience and Scale

        Our fixed income, cash and currency (FICC) franchise manages circa 1 trillion GBP of assets for our clients.*

        A Truly Global Trading Team

        We have trading desks across US, Europe and Asia, which employ cutting-edge electronic trading platforms and technology.

        *as of 30 September 2024

        Expect More

        We encourage you to expect more from your LDI we aim to deliver.

        1

        A Premium, Customised Approach

        A Premium, Customised Approach

        We can implement and manage as bespoke mandates, utilising pooled or segregated accounts.

        2

        Direct Communication

        Direct Communication

        We provide a direct line of communication with our portfolio managers and encourage clients to think of us as a direct extension of their team.

        3

        Rapid Response

        Rapid Response

        We know time is often of the essence and we prioritise prompt response times for queries and requests for analysis. 

        4

        State-of-the-Art Technology

        State-of-the-Art Technology

        Technology-led approach to meet the ever-changing needs of our clients, freeing our portfolio managers to focus on clients and their specific needs.

        5

        Comprehensive Reporting

        Comprehensive Reporting

        Timely and fully transparent reporting — we are able to offer daily access to LDI portfolio valuation, analytics and collateral reports, including all the information available to our portfolio managers.

        6

        Tailored Reporting

        Tailored Reporting

        We can build bespoke daily reports — in formats that best suits our clients’ information needs and requirements.

        How Technology Helps Us Deliver More

        We are disrupting the LDI industry through our innovative, technology-led approach to LDI and by continuing to meet the ever-changing needs of pension schemes in volatile markets.

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        Discover how our fully integrated, cutting-edge technology helps us meet our clients’ needs and deliver ever-better LDI outcomes.

        Video (03:30)

        Research

        Opportunity in the endgame: What’s next for DB pension schemes?

        The UK corporate DB pension landscape is evolving rapidly, with trustees navigating funding challenges, shifting interest rates, and macroeconomic pressures. In partnership with Van Lanschot Kempen Investment Management and Clara-Pensions, we surveyed 100 trustees to uncover key insights into de-risking strategies and the rise of superfunds.

        Discover more

        Our Latest Insights

        Industry-Recognised Leader

        LDI Manager of the Year, 2024

        The industry has noticed our customer focused, value-added offer. We are proud that State Street Global Advisors has been recognised at the Pensions Age Awards for providers throughout the UK who have demonstrated excellence in LDI.1

        LDI Award

        2025: Shortlisted for LDI Manager of the Year, Pensions Age Awards
        2021: LDI Manager of the Year, Professional Pensions, Investment Awards

        Expertly Managed

        Our model combines expert solution creation, agile decision-making, and strong communication, backed by global trading and operational experience.

        Specialist

        5 specialist LDI portfolio managers, with over 15 years’ average industry experience.

        Supported

        We work directly with our dedicated centralised fixed income trading desk, supported by our global FICC team. On average, the team has 16 years’ industry experience.

        Meet the Team
        Bio Image of Jeremy Rideau

        Jeremy Rideau, CFA

        EMEA Head of LDI

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        Bio Image of Paul Ramsay

        Paul Ramsay

        Senior LDI Portfolio Manager

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        Bio Image of Danielle Bowkett

        Danielle Bowkett, CAIA

        Senior LDI Portfolio Manager

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        Bio Image of Daoyu Chen

        Daoyu Chen, CFA

        Senior Investment Strategist

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        Bio Image of Mitul Patel

        Mitul Patel, CFA

        Senior LDI Portfolio Manager

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        Bio Image of Dora Makwasi

        Dora Makwasi

        LDI Portfolio Manager

        Read Bio

        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 Limited (“SSGAL”). Authorized and regulated by the Financial Conduct Authority, Registered   No.2509928. VAT No. 5776591 81. Registered office: 20 Churchill Place, Canary Wharf, London, E14 5HJ. Telephone: 020 3395 6000. Facsimile: 020 3395 6350 Web: www.ssga.com.

         

        FOR EUROPEAN SPDR ETFs and MANAGED FUNDS:

         

        Please refer to the Fund’s latest Key Investor Information Document (KIID) and Prospectus before making any final investment decision. The latest English version of the prospectus and the KIID 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.


        Managed Pension Funds:

        Investing in the Managed Pension Fund is effected by means of an insurance policy written by Managed Pension Funds Limited, a member of the State Street group of companies. This document should not be construed as an invitation or inducement to engage in investment activity. The Managed Pension Fund is available to pension schemes (including overseas schemes) registered with HM Revenue and Customs for the purposes of Chapter 2 of Part IV of the Finance Act 2004. This document should therefore only be circulated to the Trustees of such schemes and their advisers who are deemed to be professional persons (this includes professional clients and eligible counterparties as defined by the Financial Conduct Authority). It should not be circulated to or relied upon by any other persons. In particular scheme members should consult with their employer or scheme trustee. Please note that neither State Street Global Advisors Limited or Managed Pension Funds Limited offer actuarial services and any investment service undertaken by those firms with an objective of matching projected pension fund liabilities does not include, or take responsibility for, the calculation of projected liabilities. Any illustrations exclude the impact of fees, and actual investment returns may differ from projected cashflows, these projected cashflows are not projections of any future benefit payable under a specific policy.

         

        We recommend you read the MPF Key Features Document and Policy Document for full details about the Fund, including fees and risks. Please refer to the “General Risks Applicable to All Sub-Funds” and to the relevant “Sub-Fund Specific Risk Factors” sections of the “Key Features of Managed Pension Funds Limited” document, which is available at: https://www.ssga.com/publications/firm/Key-Features-of-Managed-Pension-Funds-Limited.pdf

         

        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.
         

        US SPDR ETFs

         

        NOTICE TO PERSONS IN THE EUROPEAN ECONOMIC AREA ("EEA")

         

        The Certain US Domiciled funds mentioned on the website is permitted to market into the relevant EEA jurisdiction with UK audience pursuant to either Article 42 of AIFMD (if and as implemented under national laws of such member state); or (ii) can otherwise be lawfully offered or sold (including on the basis of an unsolicited request from a professional client/qualified investor).

         

        The Certain US Domiciled funds mentioned on the website is an alternative investment fund for the purpose of the European Union Alternative Investment Fund Managers Directive (Directive 2011/61/EU) (the “AIFMD”). It is not a regulated collective investment scheme for purposes of the Financial Services and Markets Act 2000 of the United Kingdom (“FSMA”). The promotion of these Certain US Domiciled funds and the distribution of this material in the UK is restricted by law to Professional Investors Only.

         

        These Certain US Domiciled funds provided on the website is an alternative investment funds for the purpose of the European Union Alternative Investment Fund Managers Directive (Directive 2011/61/EU) ("AIFMD"). SSGA Funds Management, Inc. or State Street Global Advisors Trust Company (excluding SPDR® Gold Trust (“GLD®”) and SPDR® Gold MiniShares® Trust (“GLDM®”) is the alternative investment fund manager ("AIFM") of the fund.

         

        SSGA Funds Management, Inc. serves as the investment advisor to the SPDR ETFs that are registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940. SSGA Funds Management, Inc. is an affiliate of State Street Global Advisors Limited.

         

        Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus which contains this and other information, visit ssga.com or talk to your financial advisor. Read it carefully before investing.

         

        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.
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