Index Investing

We've been building and managing some of the world's most successful index funds for 40 years. Our goal? To deliver clear, reliable returns with no surprises or unintended biases in the most cost-effective way possible.

40 years

delivering precision index investing

$1.87 trillion

indexing assets under management

900+

indexes tracked

100+

investment professionals globally

Value Built-In

From index change strategies to securities lending and optimized trading, we look to add value in every part of the indexing process.

  • Index Change Strategies

    We aim to add value around index changes, to build returns and minimize wealth erosion. For every index change — from regular rebalances to ad hoc changes — we look to optimize the trading strategy to help ensure the best outcome for our clients.

  • Crossing to Reduce Costs

    We minimize trading costs by determining the most cost-efficient trading strategy for each occasion. We use the internal State Street crossing network, as well as other trading strategies, to target the best pricing for our clients. Matching our buyers and sellers at the unit level within pooled funds can mean trading at little, or no, cost. There’s no minimum size for clients to access these benefits.

  • Building an Optimal Exposure

    For us, the best fixed-income indexing starts with building the most cost-effective way to gain the desired exposure. Our team expertly analyzes the required benchmark exposure and breaks it down into its essential components. Once completed, exposure is built from the ground up to deliver the desired profile in the most efficient way.

  • Harvesting the Primary Market Premium

    Our long-standing trading relationships with book runners gives us great access to primary issue allocations. Actively participating in primary market placements allows us to extract the primary market premium, harvest additional return and reduce trading costs by benefiting from the deeper liquidity that can exist.

  • Getting Smart Beta Right

    We’re not tied to one specific approach, so when an off-the-shelf smart beta index won’t quite work, we can develop totally custom smart beta indices for you. Or, our innovative tilting framework can ‘shift’ traditional indices to exactly the right amount of factor tilt that suits your investment aims and parameters, minimizing tracking error or maximizing opportunity.

We Track With Incredible Precision

To deliver the best for our clients, we precisely track many hundreds of indexes.
 

Discover Our OfferingsLearn More in our Indexing Brochure

Equity

Our clients get access to many hundreds of index strategies, across a broad range of global, regional and country exposures, as well as a truly comprehensive selection of industries, sectors and alternative investments. Our index offerings are available in a range of vehicles and domiciles.

Smart Beta

We can help you with factor guidance or deconstructing your portfolio to assess which factors are contributing return. From bespoke indexes, custom-tilted multifactor approaches, access to commercial products or the very latest ETFs, we can help you leverage the benefits of smart beta in your portfolio.

Learn more>

Fixed Income

We offer the whole fixed-income spectrum, from broad market global aggregate, government and treasury, inflation-linked and government-related to corporate, securitized, emerging market and high-yield.

Our Latest Thinking

See how our research and innovation helps us deliver the best investment service and performance improvements for our clients.

Delivering the State of the Art Delivering the State of the Art

Markets change constantly. To keep our indexing effective, we’re constantly researching and evolving our approach.

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Why Index Investing Is Good for Markets

State Street Global Advisors highlights the  benefits of indexing to investors and addresses criticisms that have been raised about indexing. Read more

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Meet the Team

“We don’t want to rest on our laurels. We’re always thinking: What’s next? What can we do better? What will help our clients get where they need to be?”

Lynn Blake
CIO of Global Equity Beta Solutions

“The fixed income market is different. Every bond is unique and you don’t have the transparency of the equity markets. This is why our broad global reach and deep trading relationships are so critical to delivering the index effectively.”

Venky Venkataramani
Global Head of Fixed Income Beta Solutions

“Our portfolio managers are trading daily in markets across the globe.  They have a deep understanding of what it should cost to trade in every market, what vehicles they can use, and what market restrictions they have to be mindful about. Their skill and experience are key drivers of the indexing value we provide.”

Mike Feehily
Head of Global Equity Beta Solutions in the Americas

“We forge partnerships with our clients and we’re not afraid where our conversations lead. Bringing our research and the team’s skill and experience together with the insights of our clients allows us to create unique solutions to fit their needs.

Susan Darroch
Head of Global Equity Beta Solutions, APAC ex Japan

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Reinventing How Beta Funds Perform: Index Investing

We know how important it is for the indexing component of our clients’ portfolios to deliver reliably. Discover why your next index investing meeting might be a lot shorter than you’d expect.