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 06/30/2019
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 | 3.14 | 8.28 | 2.89 | 3.25 | 4.86 | 4.39 |
| Active Core Bond Strategy - Net of Fees | 3.01 | 7.74 | 2.43 | 2.83 | 4.47 | 4.01 |
| Bloomberg Barclays U.S. Aggregate Bond Index | 3.08 | 7.87 | 2.32 | 2.95 | 3.90 | 4.23 |
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 | 5.17 | 3.63 | 6.47 | -0.29 | 6.15 | 7.95 |
| Canadian Equity Strategy - Net of Fees | 5.05 | 3.05 | 5.90 | -0.80 | 5.64 | 7.45 |
| S&P/TSX Capped Composite IDX | 4.88 | 4.57 | 8.18 | 0.47 | 6.53 | 7.12 |
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 | -1.92 | -5.67 | 16.53 | 8.93 | 7.07 | 13.87 |
| China Equity Strategy - Net of Fees | -2.01 | -6.00 | 15.81 | 7.87 | 5.76 | 12.36 |
| MSCI China/MSCI China 10% capped | -4.02 | -6.73 | 14.35 | 7.37 | 6.21 | 13.04 |
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 | 2.37 | 1.23 | 12.99 | - | - | 6.79 |
| Emerging Markets Equity Select Strategy - Net of Fees | 2.28 | 0.87 | 12.36 | - | - | 6.04 |
| MSCI Emerging Markets | 0.61 | 1.20 | 10.66 | 2.48 | 5.81 | 4.65 |
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 | 6.56 | 9.54 | 17.34 | 9.78 | 11.20 | 5.85 |
| Global Equity Select Strategy - Net of Fees | 6.46 | 9.15 | 16.77 | 9.14 | 10.46 | 5.14 |
| MSCI All Country World Index | 3.61 | 5.74 | 11.63 | 6.16 | 10.15 | 5.33 |
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 | 7.16 | 14.96 | 15.55 | 11.26 | 14.03 | 10.78 |
| US Equity Select Strategy - Net of Fees | 6.99 | 14.27 | 14.86 | 10.59 | 13.35 | 10.12 |
| S&P 500 | 4.30 | 10.42 | 14.20 | 10.71 | 14.70 | 9.42 |
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 | 6.12 | 12.77 | 18.05 | 12.82 | 15.69 | 10.29 |
| US Premier Growth Equity Strategy - Net of Fees | 5.95 | 12.04 | 17.30 | 12.10 | 14.95 | 9.58 |
| S&P 500 Russell 1000 Growth Linked | 4.64 | 11.56 | 18.08 | 13.39 | 16.28 | 9.00 |