March 04, 2015 10:16 PM ET

Capital Markets

Company Overview of State Street Global Advisors, Inc.

Company Overview

State Street Global Advisors, Inc is a privately owned investment manager. The firm provides its services to individuals, corporations, retirement plans, public funds, endowments, foundations, and third-party distributors. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm manages and launches equity and fixed income and launches balanced mutual funds for its clients. It invests in the public equity, fixed income, and currency markets across the globe. The firm also invests in real estate. For the equity portion of its portfolio, it seeks to invest in securities of all market capitalization across diverse investment styles and approaches. For the firm’...

State Street Financial Center

One Lincoln Street

33rd floor

Boston, MA 02111-2900

United States

Founded in 1978





Key Executives for State Street Global Advisors, Inc.

President, Chief Executive Officer, Member of Management Committee, and Member of Major Risk Committee
Age: 54
Chief Financial Officer and Global Head of Strategy
Global Chief Operating Officer and Executive Vice President
Global Chief Investment Officer, Executive Vice President, Member of Investment Committee, and Member of European and International Executive Committees
Senior Managing Director and Global Head of Product Development and Research
Compensation as of Fiscal Year 2014.

State Street Global Advisors, Inc. Key Developments

State Street Global Advisors Appoints David Saulnier as Chief Risk Officer

State Street Global Advisors announced the appointment of David Saulnier as chief risk officer. Saulnier previously served as chief risk officer for State Street's investment servicing business in the Americas. He will assume his new role at SSgA effective immediately. Saulnier joined State Street in 2008 from Pioneer Investment Management USA, where for seven years he was director and head of risk management for all US operations, trading and portfolio management. In this capacity David served as chairman of the Pioneer Trade Management Committee and was also a member of the firm's IT Advisory Board and Operating Committee. Prior to joining Pioneer, David was the director of Counterparty Risk at Harvard Management Company responsible for the creation and oversight of counterparty credit policies.

State Street Global Advisors Appoints Lori Heinel as Chief Portfolio Strategist

State Street Global Advisors has announced the appointment of Lori Heinel, as chief portfolio strategist. In this newly created position, Heinel will oversee a global team of 20 investment professionals dedicated to communicating information about investment strategies and solutions to prospects, clients and consultants. With 30-years of experience, Heinel most recently served as chief investment strategist for OppenheimerFunds Inc., where she oversaw product management, product development and investment thought leadership. Prior to joining OpenheimerFunds, she was head of investment solutions for Citi Private Bank.

State Street Global Advisors, Inc. Presents at The 18th Annual Sub-Advised Funds Forum, Oct-22-2014 02:50 PM

State Street Global Advisors, Inc. Presents at The 18th Annual Sub-Advised Funds Forum, Oct-22-2014 02:50 PM. Venue: Westin Times Square, 270 West 43rd St., New York, NY 10036, New York, United States. Speakers: Kevin Quigg, Director of Sales.

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