Anchored in ongoing research and driven by more than 30 years of Defined Contribution (DC) investment, public policy, and behavioral insights, State Street takes an integrated approach to addressing the challenges surrounding retirement readiness. Through our strategies, we serve relationships spanning the retirement industry, including leading defined contribution plan sponsors, consultants, advisors and recordkeepers.

Since inception in 1995, the average State Street target date fund has outperformed 91% of our peers, while also experiencing lower volatility than 73% of the same peer group. (1) We have seen a 190% growth rate in our target date AUM over the past 5 years—and have reached a $50B milestone for the institutional collectives. (2) Our DC business leverages a broad platform of investment solutions, spanning index, active and target retirement strategies, in pursuit of making retirement work for millions of Americans. Whether managing inflation or volatility risks with thoughtful fixed income management or focusing on accumulation through strategic equities index selection, we strive to deliver better built target date funds.

(1) Peer universe is the Morningstar US Target Retirement. For return rankings, the strongest performer over any time period would be ’1’ whereas the weakest performer over any time period would be ’100.’ For the standard deviation rankings, the manager with the lowest level of realized risk would be ’100’ while the manager with the highest level of realized risk would be ’1.’ Inception Dates: 2040, 2030, 2010 Strategies (2/05); 2020, Income Strategies (4/05); 2015, 2025, 2035, 2045 Strategies (9/06); 2050 Strategy (10/07) 2060 Strategy (4/15). 

(2) Source SSGA. AUM up 190% from December 2013 ($22.7b) to December 2018 ($65.7b)

This information is for informational  purposes only, not to be construed as investment advice or a recommendation or offer to buy or sell any security. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. There are no guarantees regarding the achievement of investment objectives, target returns, portfolio construction, allocations or measurements such as alpha, tracking error, stock weightings and other information ratios. The views and strategies described may not be suitable for all investors. SSGA does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Investing entails risks and there can be no assurance that SSGA will achieve profits or avoid incurring losses.

Past performance is not guarantee of future results. Investing involves risk including the risk of loss of principal. 

United States: State Street Global Advisors, 1 Iron Street, Boston, MA 02210 - 1641.

© 2019 State Street Corporation. All Rights Reserved. 

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EXP: August 31, 2020