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        Empowering Public and Taft-Hartley Plans

        State Street Investment Management is dedicated to helping public pension and Taft Hartley plans navigate a complex landscape. We provide tools, insights, and strategies that help plans optimize their investment portfolios across asset classes and achieve long-term stability.

        Delivering trusted solutions and reliable guidance

        Driving success for public and Taft Hartley DB plans

        40+

        Years servicing US public and Taft-Hartley plans 1

        142

        Public clients

        124

        Taft-Hartley clients

        $299B

        Public and Taft-Hartley assets under management

        Solving for public & Taft Hartley DB challenges

        1

        Asset allocation and diversification. Insights on crafting diverse portfolios across asset classes and investment styles to optimize returns, manage risk, and align with each plan’s investment objectives.

        2

        Risk management. Tailored solutions to help improve funded status, navigate market volatility, implement stress testing and scenario analysis, and align with long-term liabilities

        3

        Liquidity management. Strategies to enhance overall liquidity, dynamically manage risk and return outcomes, and improve plan cost efficiency.

        Research spotlights

        Asset allocation resource hub for public and Taft-Hartley Plans

        To address the complex needs of public and Taft-Hartley plans, plan sponsors should take advantage of strategic approaches to manage risk, drive growth and meet liabilities. Asset allocation is at the center of those efforts. Check out State Street’s new resource hub to learn more about how public and Taft-Hartley plans can benefit from a fresh approach to asset allocation.

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        Leveraged loan exposure through indexing

        Due to technological advancements in fixed income trading, the leveraged loan market is now a viable option for indexing. Learn how leveraged loan indexing can provide loan beta exposure with lower costs and potentially higher risk-adjusted returns.

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        Public and Taft-Hartley perspectives

        Your quarterly source for macroeconomic updates, sector highlights, and investment strategies shaping the future of public and Taft-Hartley plans.

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        Investment capabilities and styles

        State Street Investment Management offers a comprehensive range of investment capabilities and styles tailored to corporate plans, including:

        • Innovative pension solutions delivered with a commitment to fiduciary excellence
        • Expertise in the full range of asset classes, including equities, fixed income, alternatives, private markets, and multi-asset class solutions
        • Active, index, and systematic strategies
        • Rigorous risk management

        Active management

        • Expertise: Seasoned investment professionals who seek to seize market opportunities and mitigate risk.
        • Customization: Investment solutions designed to meet the specific needs of corporate plans.

        Index investing

        • Efficiency: Low-cost, transparent, efficient market exposures across multiple asset classes.
        • Benchmark Tracking: Consistent, reliable alignment with key index performance.

        Systematic strategies

        • Data-Driven Results: Advanced algorithms and quantitative models that drive investment decisions across asset classes.
        • Consistency: Disciplined processes to manage risks and enhance returns.

        Contact your relationship manager

        To learn more about how State Street Investment Management can help public and Taft-Hartley plans pursue their investment objectives.

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        Expiration Date: November 30, 2026

         

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