This presentation will emphasize the importance of putting the right factors to work in systematic strategies. Certain factors can reveal performance trends that traditional fundamental analysis may miss.
For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $3.48 trillion† under our care.
*Pensions & Investments Research Center, as of 12/31/21.
†This figure is presented as of December 31, 2022 and includes approximately $58.60 billion USD of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.
Tom Coleman, State Street Global Advisors Managing Director and Global Head of Fixed Income Portfolio Strategists, will discuss how the trading and market environments have evolved such that investors can now take advantage of the compelling risk/return and diversification opportunities uncovered through a systematic approach to managing fixed income. Systematic approaches thrive on the availability of data and market transparency, and the growth of electronic trading networks has driven marked improvements in both of these.
Tom will also make the case that investors should take a closer look at their traditional active corporate bond allocations in this new highly efficient bond market. A systematic approach to credit selection casts a wider net when seeking opportunities, as it evaluates the entire security universe when considering opportunities versus their more focused fundamental research-driven one. This suits a trading environment that is tilted toward electronic and basket trading, and allows clients to benefit from scale efficiencies.
Tom holds an MBA from New York University’s Stern School of Business with concentrations in Finance and International Business and a BS in Finance from Syracuse University.
VP, Senior Account Executive Institutional Sales
phone +3227934625
rik_tremerie@ssga.com
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
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Asset Allocation – Equities
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Asset Allocation – Equities
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Asset Allocation – Alternatives
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