Investment Strategies
You have investment challenges. We have solutions.
When investors work with us, they’re getting a highly collaborative, engaged partner with a passion for paying forward what we’ve learned over almost 40 years of helping clients navigate all types of market conditions.
A Wide Range of Capabilities
SSGA has one of the most comprehensive product and solutions offerings in the industry, with capabilities spanning traditional and non-traditional asset classes across the full range of active and index investing disciplines.
U.S. Premier Growth Equity
The strategy seeks long-term total return through a concentrated portfolio of predominantly large-cap companies we believe will outperform their peers.
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U.S. Equity Select
This strategy offers access to the US equity market through a concentrated strategy that holds 25-40 stocks that represent the best ideas of the research team.
Learn MoreAverage Annual Total Returns as of 03/31/2020
Active Core Bond Strategy (Inception: 01/01/1990)
| Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
|---|---|---|---|---|---|---|
| Active Core Bond Strategy - Gross of Fees | 0.35 | 6.21 | 4.08 | 3.13 | 4.24 | 4.37 |
| Active Core Bond Strategy - Net of Fees | 0.23 | 5.68 | 3.58 | 2.69 | 3.83 | 3.98 |
| Bloomberg Barclays U.S. Aggregate Bond Index | 3.15 | 8.93 | 4.82 | 3.36 | 3.88 | 4.40 |
Canadian Equity Strategy (Inception: 01/01/2001)
| Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
|---|---|---|---|---|---|---|
| Canadian Equity Strategy - Gross of Fees | -30.26 | -21.22 | -5.56 | -2.31 | 0.08 | 6.03 |
| Canadian Equity Strategy - Net of Fees | -30.33 | -21.57 | -6.07 | -2.80 | -0.40 | 5.54 |
| S&P/TSX Capped Composite IDX | -27.93 | -19.47 | -4.03 | -1.43 | 0.64 | 5.37 |
China Equity Strategy (Inception: 07/01/2002)
| Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
|---|---|---|---|---|---|---|
| China Equity Strategy - Gross of Fees | -6.83 | 0.84 | 9.86 | 7.21 | 5.06 | 13.43 |
| China Equity Strategy - Net of Fees | -6.87 | 0.60 | 9.48 | 6.38 | 3.87 | 11.97 |
| MSCI China/MSCI China 10% capped | -10.22 | -5.82 | 7.05 | 3.57 | 4.37 | 12.34 |
Emerging Markets Equity Select Strategy (Inception: 01/01/2015)
| Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
|---|---|---|---|---|---|---|
| Emerging Markets Equity Select Strategy - Gross of Fees | -21.53 | -9.93 | 2.44 | 3.15 | - | 3.24 |
| Emerging Markets Equity Select Strategy - Net of Fees | -21.60 | -10.24 | 2.03 | 2.49 | - | 2.56 |
| MSCI Emerging Markets | -23.60 | -17.69 | -1.62 | -0.37 | 0.68 | 0.07 |
Global Equity Select Strategy (Inception: 03/01/2008)
| Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
|---|---|---|---|---|---|---|
| Global Equity Select Strategy - Gross of Fees | -16.93 | -1.47 | 7.31 | 7.67 | 8.13 | 4.80 |
| Global Equity Select Strategy - Net of Fees | -17.01 | -1.82 | 6.90 | 7.11 | 7.44 | 4.11 |
| MSCI All Country World Index | -21.37 | -11.26 | 1.50 | 2.85 | 5.88 | 3.66 |
US Equity Select Strategy (Inception: 06/01/1995)
| Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
|---|---|---|---|---|---|---|
| US Equity Select Strategy - Gross of Fees | -18.81 | -3.14 | 6.22 | 6.83 | 10.58 | 9.98 |
| US Equity Select Strategy - Net of Fees | -18.87 | -3.62 | 5.61 | 6.21 | 9.94 | 9.33 |
| S&P 500 | -19.60 | -6.98 | 5.10 | 6.72 | 10.53 | 8.62 |
US Premier Growth Equity Strategy (Inception: 01/01/1997)
| Strategy Name | QTR | 1 YR | 3 YR | 5 YR | 10 YR | Since Incep. |
|---|---|---|---|---|---|---|
| US Premier Growth Equity Strategy - Gross of Fees | -13.01 | 4.77 | 11.05 | 9.93 | 12.90 | 9.88 |
| US Premier Growth Equity Strategy - Net of Fees | -13.15 | 4.09 | 10.35 | 9.23 | 12.18 | 9.17 |
| S&P 500 Russell 1000 Growth Linked | -14.10 | 0.91 | 11.32 | 10.36 | 12.97 | 8.53 |