By bringing together a collection of related materials providing in-depth coverage on key topics in investment management and practice management, Content Kits make accessing education simple and efficient. Browse them all – or access only the titles you need.
Click on the titles below to view each content kit.
Find out what communication gaps exist between advisors and investors and how to close them. Learn how to build trust, communicate value and discuss fees effectively.
Recently, a number of industry observers have raised concerns about the stability, solvency and risk management controls of ETFs. These concerns largely stem from a misunderstanding of the structures and safeguards that span a rapidly growing industry. Learn more about these issues and common misconceptions of ETFs.
New research from State Street Global Advisors and Knowledge@Wharton of the Wharton School at the University of Pennsylvania presents a new model for advising the mass affluent, taking a page from the playbook of ultra high-net-worth advisors. Become a lead advisor and learn how to coordinate all of your clients’ investments, reducing portfolio risk and increasing your value.
Learn how acting as a resource and educator for parents seeking to raise money-smart kids can increase your value to clients. Leverage client-ready materials available to aid in client conversations.
Learn more about how investing in gold may benefit client portfolios as a potential means of mitigating volatility and reducing systemic risk, and its potential use as a hedge against inflation and currency devaluation.
Learn how to effectively manage client conversations about risk through the use of a video coaching simulation and supporting materials that will guide you in how to discuss market and portfolio risks, as well as lifelong investment strategies for your clients.
Explore State Street's newest research covering passive and active performance from 1996 through 2010, and examine how both strategies coped with the 2008 downturn and subsequent recovery. Access additional materials to help determine whether passive or active investing — or a combination of the two — is appropriate for your clients’ individual needs.
In recent years, there has been a significant evolution in passive investing with a massive proliferation of benchmark alternatives and construction modifications. While this has provided investors with the ability to obtain and measure virtually any type of beta exposure, it can also make benchmark selection a daunting task.
In an effort to educate investors and help them better understand the differences between indices and the nuances of index management, we have created The Beta Book, A Comprehensive Overview of Equity Benchmarks. The Beta Book is a compilation of nearly 20 articles, all authored by members of the State Street Global Advisors (SSgA) Global Equity Beta Solutions team, that examine a broad range of topics within global indices and provide a comprehensive directory of popular benchmarks. As one of the world’s premier index managers, with more than three decades of experience, SSgA is uniquely positioned to offer these compelling analyses.
This content kit includes a list of selected articles within The Beta Book. To download the entire book, please see the link under Additional Resources. We hope you find The Beta Book valuable, thought provoking and supportive as you evaluate benchmark alternatives and passive investing strategies.
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The following entities are broker-dealers which offer investment and brokerage products and services on this web site:
SSgA Funds® and streetTRACKS® are distributed by State Street Global Markets, LLC, a wholly-owned subsidiary of State Street Corporation. State Street Global Markets, LLC is a member of FINRA, SIPC.
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State Street Global Advisors (SSgA) is the investment management arm of State Street Corporation. SSgA focuses on delivering investment strategies and integrated solutions to institutional and individual investors worldwide.
As one of the world's largest investment managers, SSgA has established a global presence with 27 locations and 11 investment centers. SSgA clients depend on SSgA to provide sophisticated, customized investment solutions backed by the experience and technology to help them succeed in today's challenging investment environment.
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Information contained in the Site is checked and updated by SSgA - Intermediary Business with due diligence on a regular basis. However, data on the Site may become outdated. Therefore, neither SSgA - Intermediary Business nor U.S. affiliates of SSgA, including but not limited to State Street Corporation, State Street Global Markets, LLC, and State Street Global Advisors (collectively hereinafter referred to as "Affiliates") assumes any liability or guarantee for the timeliness, accuracy and completeness of the information provided. SSgA - Intermediary Business uses reasonable efforts to obtain information from sources that it believes to be reliable; however, SSgA - Intermediary Business and its Affiliates makes no representation that the information or opinions contained on the Site is accurate, reliable or complete. The information on the Site is provided for informational purposes only and is subject to change without notice. The investments and strategies discussed in the contents may not be suitable for all investors and are not obligations of SSgA or guaranteed by SSgA or its Affiliates. The investments are not bank deposits and are not insured by the FDIC, CIPF, CDIC or any other entity and are subject to investment risks, including the loss of the principal amount invested. Nothing contained on the Site constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.
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Mutual Funds and Exchange Traded Funds ("ETFs")
SSgA Funds and streetTRACKS are distributed by State Street Global Markets, LLC, a wholly-owned subsidiary of State Street Corporation. State Street Global Markets, LLC is a member of FINRA, SIPC.
Dow Diamonds®, SPDRs, and Select Sector SPDRs are distributed by ALPS Distributors, Inc., a registered broker-dealer.
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When using the public areas of the Site SSgA- Intermediary Business and its Affiliates does not monitor or collect any personally identifiable information from you. SSgA may however track the number of users who visit the public areas of the Site. SSgA may also record the location of your computer on the Internet for systems administrative and trouble shooting purposes and to report aggregate information. SSgA uses various technical means, including "cookies," to collect and store information about your Internet connection when you visit the Site. Cookies are data elements that the Site sends to your browser. SSgA uses cookies to measure the number of visitors to different parts of the Site. This information helps SSgA to improve the Site and make it more useful to the Site's visitors. If you would prefer not to accept cookies from the Site, you may set your browser accordingly. If you choose to disable cookies in your browser, you can still access most of the Site. SSgA may use other methods now or in the future to accomplish the goals of collecting technical and navigation information about the Site.
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Privacy information for password protected areas on the Site
When using the areas of the Site which require a personal identifier and password, SSgA does not monitor or collect any personally identifiable information from you. Additionally, SSgA may track the number of users who visit various areas of the Site. SSgA may also record the location of your computer on the Internet for systems administrative and trouble shooting purposes and to report aggregate information. SSgA uses various technical means, including "cookies," to collect and store information about your Internet connection when you visit the Site. Cookies are data elements that the Site sends to your browser. SSgA uses cookies to measure the number of visitors to different parts of the Site. This information helps SSgA to improve the Site and make it more useful to the Site's visitors. If you choose to disable cookies in your browser, you will not be able to log on the Site or maintain a session on the Site. SSgA may use other methods now or in the future to accomplish the goals of collecting technical and navigation information about the Site.
We use third party advertising companies to serve ads on our behalf across the Internet. These third-party advertising companies employ cookie and Web Beacon (also referred to as 1x1 pixel.gifs or action tags) technology to measure and improve the effectiveness of ads for their clients. To do so, these companies may use anonymous information about your visits to our website and other websites. This information can include: date/time of banner ad shown, their cookie, and the first three octets of the IP address. They DO NOT collect personal information. This anonymous information can also be used for online preference marketing purposes.
SSgA uses your personal information to service your account, to improve SSgA's services to you, to provide information to you and to inform you about additional products or services that may be of interest to you. SSgA does not share your personal information with unaffiliated third parties for marketing products other than those offered by SSgA.
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SSgA Funds Privacy Policy
The SSgA Funds are committed to protecting the privacy of our investors. We treat all information we collect as confidential information, offered to us solely and exclusively so that we may provide financial products and services for your benefit. Because your personal and financial information is private, we maintain the strictest standards for its safekeeping and use. The information we collect about you (which we will refer to as "nonpublic, personal information") generally falls into one of the following categories:
Information, such as your name, address, social security number, telephone number, bank information, tax identification number, age, income, net worth, investment profile, and name of your beneficiary, which you provide in account applications and other forms and requests you submit.
Transactional information about your accounts, such as your investment choices, account balances and transaction history.
We use the nonpublic, personal information we collect primarily to:
Process your transactions and maintain your accounts
Provide products and services you request
Develop new products which meet additional needs you may have
Respond to inquiries from you or your representative (if your account is serviced through a third party agent of the SSgA funds)
Improve customer service
Comply with legal and regulatory requirements
In providing these services to you, the SSgA Funds may share this information with financial service providers pursuant to agreements in which the funds have entered to provide distribution, shareholder servicing, administration, advisory, transfer agency and custodial services. The SSgA Funds and our service providers do not disclose current or past investor's nonpublic, personal information to third parties, except as permitted by law under certain limited circumstances, such as to resolve a dispute or prevent fraud.
Access to nonpublic, personal information about our investors that we possess is restricted to our servicing agent, Boston Financial Data Services, Inc., and its employees and affiliates. We may also share selected portions of this information with unaffiliated companies that we hire to perform administrative services on our behalf. Examples include transaction processing and servicing organizations that administer transactions you request or authorize, and print and mail service providers that assist in distributing investor materials such as transaction confirmations, annual reports, prospectuses, tax forms and proxies.
Under no circumstances do we sell any of the nonpublic, personal information we collect. The service providers and unaffiliated companies with whom we share nonpublic, personal information are not authorized to use or share this information for any purpose other than to provide the services to the SSgA Funds for which they have been contracted.
We maintain strong physical, electronic and procedural safeguards and security controls designed to ensure that the nonpublic, personal information about prospective, current and former customers in our files and computers is protected.
SSgAfunds.com contains links to other web sites. The SSgA Funds are not responsible for the privacy practices or the content of these web sites.
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