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 03/31/2019
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 | 3.54 | 4.52 | 2.69 | 3.04 | 4.73 | 4.24 |
| Active Core Bond Strategy - Net of Fees | 3.41 | 3.99 | 2.25 | 2.62 | 4.34 | 3.86 |
| Bloomberg Barclays U.S. Aggregate Bond Index | 2.94 | 4.48 | 2.03 | 2.74 | 3.77 | 4.08 |
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 | 14.59 | 2.13 | 6.94 | 0.75 | 8.42 | 7.77 |
| Canadian Equity Strategy - Net of Fees | 14.42 | 1.52 | 6.37 | 0.24 | 7.91 | 7.27 |
| S&P/TSX Capped Composite IDX | 15.83 | 4.33 | 8.10 | 1.49 | 8.84 | 6.94 |
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 | 19.77 | -7.20 | 18.07 | 10.66 | 10.81 | 14.23 |
| China Equity Strategy - Net of Fees | 19.66 | -7.53 | 17.23 | 9.53 | 9.43 | 12.69 |
| MSCI China/MSCI China 10% capped | 17.69 | -6.23 | 15.97 | 9.43 | 10.06 | 13.53 |
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 | 12.69 | -6.21 | 13.43 | - | - | 6.61 |
| Emerging Markets Equity Select Strategy - Net of Fees | 12.59 | -6.54 | 12.74 | - | - | 5.84 |
| MSCI Emerging Markets | 9.92 | -7.42 | 10.68 | 3.68 | 8.94 | 4.78 |
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 | 14.22 | 6.14 | 14.32 | 9.00 | 12.29 | 5.38 |
| Global Equity Select Strategy - Net of Fees | 14.12 | 5.77 | 13.73 | 8.34 | 11.53 | 4.66 |
| MSCI All Country World Index | 12.18 | 2.60 | 10.68 | 6.45 | 11.99 | 5.12 |
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 | 13.82 | 10.33 | 13.21 | 10.74 | 15.30 | 10.57 |
| US Equity Select Strategy - Net of Fees | 13.65 | 9.67 | 12.53 | 10.07 | 14.62 | 9.92 |
| S&P 500 | 13.65 | 9.50 | 13.52 | 10.91 | 15.92 | 9.33 |
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 | 14.89 | 11.23 | 15.94 | 12.57 | 17.15 | 10.11 |
| US Premier Growth Equity Strategy - Net of Fees | 14.70 | 10.51 | 15.21 | 11.85 | 16.40 | 9.40 |
| S&P 500 Russell 1000 Growth Linked | 16.10 | 12.75 | 16.55 | 13.50 | 17.48 | 8.89 |