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 09/30/2019
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 | 2.02 | 10.08 | 3.21 | 3.67 | 4.58 | 4.46 |
| Active Core Bond Strategy - Net of Fees | 1.90 | 9.53 | 2.73 | 3.24 | 4.18 | 4.07 |
| Bloomberg Barclays U.S. Aggregate Bond Index | 2.27 | 10.30 | 2.93 | 3.38 | 3.75 | 4.32 |
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 | 1.40 | 4.61 | 5.55 | 1.44 | 4.44 | 7.92 |
| Canadian Equity Strategy - Net of Fees | 1.29 | 4.06 | 4.98 | 0.93 | 3.94 | 7.42 |
| S&P/TSX Capped Composite IDX | 1.15 | 4.52 | 7.11 | 1.80 | 4.75 | 7.08 |
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 | -3.74 | 0.66 | 9.41 | 8.25 | 5.77 | 13.41 |
| China Equity Strategy - Net of Fees | -3.79 | 0.34 | 8.85 | 7.28 | 4.50 | 11.92 |
| MSCI China/MSCI China 10% capped | -4.73 | -3.93 | 7.73 | 6.04 | 4.88 | 12.52 |
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 | -2.24 | 3.31 | 8.40 | - | - | 5.91 |
| Emerging Markets Equity Select Strategy - Net of Fees | -2.33 | 2.95 | 7.85 | - | - | 5.18 |
| MSCI Emerging Markets | -4.25 | -2.03 | 5.97 | 2.33 | 3.37 | 3.45 |
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 | 1.00 | 7.19 | 13.43 | 10.74 | 10.12 | 5.81 |
| Global Equity Select Strategy - Net of Fees | 0.92 | 6.81 | 12.92 | 10.11 | 9.40 | 5.10 |
| MSCI All Country World Index | -0.03 | 1.38 | 9.71 | 6.65 | 8.35 | 5.21 |
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 | -0.47 | 5.38 | 13.07 | 10.55 | 12.61 | 10.64 |
| US Equity Select Strategy - Net of Fees | -0.62 | 4.74 | 12.38 | 9.89 | 11.94 | 9.98 |
| S&P 500 | 1.70 | 4.25 | 13.40 | 10.84 | 13.24 | 9.40 |
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 | -0.23 | 3.85 | 14.94 | 11.91 | 14.24 | 10.16 |
| US Premier Growth Equity Strategy - Net of Fees | -0.39 | 3.17 | 14.21 | 11.20 | 13.51 | 9.45 |
| S&P 500 Russell 1000 Growth Linked | 1.49 | 3.71 | 16.90 | 13.40 | 14.94 | 8.97 |