About Us

Founded in 1999, State Street Associates bridges the worlds of financial theory and practice to provide innovative investment research to asset managers and owners around the world. Our mission is to help these investors, State Street’s clients, exceed their performance goals while managing risk effectively. We believe there are two fundamental ways to achieve this objective:

  • The information advantage. Our extensive suite of unique, fact-based indicators provides investors with actionable insights into some of the more opaque drivers of financial markets
  • The research advantage. We partner with renowned academics to offer practical insights that help clients improve the way they construct portfolios, manage risk, measure performance, and invest in a broad array of asset classes


We provide our research to clients in a variety of product formats, including:

  • Customized advisory projects. We can gather the relevant data and undertake a tailored analysis on a client’s behalf. We have delivered in-depth analyses on asset allocation, hedging, and risk management to over 100 asset owners and managers around the world
  • Indicators, tools, and trade ideas. Our research website, IR3, provides clients with direct, on-demand access to our full complement of investment indicators as well as timely investment publications written by our colleagues on the Global Markets Macro Strategy Team. Hundreds of the world’s most sophisticated investment institutions rely on our tools and research to support investment decisions
  • Published journal articles. Our partners and staff have published over 100 articles in peer-reviewed investment journals over the years, including the Financial Analysts Journal, Journal of Portfolio Management, Journal of Investment Management, Journal of Asset Management, Journal of Derivatives, and Journal of Alternative Investments, to name a few. These articles provide prescriptive and practical insights for investment and risk professionals
  • Indices. Through our investable indices business, we offer our data-driven investment models in an index wrapper. These indices represent dynamic, rules-based investment strategies that offer our clients turnkey implementation of our indicators and research

Get in Touch

For more information, please contact your State Street representative.