Our Business Strategy
Our goal is to provide you with investment solutions that meet your plan objectives and help your participants invest more effectively.
We believe in providing the appropriate investment solutions for each client's needs. From a stand-alone index fund to a tailored target date fund series, we work collaboratively with you to create investment solutions that work effectively for your plan.
We believe institutional, index-based investment solutions can address the basic investment needs for your participants. We can also work with you to provide customized or specialized solutions to address specific needs within your employee population.
Indexing: High-Quality, Low-Cost Investments
Because investment management expenses can materially influence long-term outcomes, our experience has shown low-cost index investing is in the best interest of the majority of participants in DC plans.
- Indexing has been the foundation of our investment management business
- We pioneered the development of capitalization-weighted, institutional collective index funds
- Our first passive equity strategy was 1978
- Our international index strategies were 1979
- We launched the first indexed emerging markets strategies in 1991
A Collaborative Process Aimed At A Singular Outcome
Making retirement work demands a dedication to investment research and innovation. Our DC research team collaborates with our institutional investment and research teams, such as the Multi-Asset Class Solutions (MACS) team and Advanced Research Center (ARC). We also work closely with the State Street Center for Applied Research and leading academics to deliver market-leading knowledge.
We listen to what you and your participants need and how your needs evolve so together we can achieve better retirement outcomes.