State Street Global Advisors Forms Strategic Relationship With Bridgewater Associates
State Street Global Advisors (NYSE: STT) has announced a strategic partnership with Bridgewater Associates to expand access to alternative investment strategies. The collaboration combines State Street's ETF expertise since 1993 with Bridgewater's 40-year portfolio construction experience.
The partnership aims to bring institutional-grade investment solutions to retail investors, focusing on portfolio resilience and diversification. According to State Street's ETF Impact Report, 45% of institutional investors globally plan to increase alternative investment allocations in the next 12 months, while 41% of US financial advisors plan to recommend increased allocations.
State Street Global Advisors (NYSE: STT) ha annunciato una partnership strategica con Bridgewater Associates per ampliare l'accesso a strategie di investimento alternative. La collaborazione unisce l'esperienza di State Street negli ETF dal 1993 con i 40 anni di esperienza di Bridgewater nella costruzione di portafogli.
La partnership mira a portare soluzioni di investimento di livello istituzionale agli investitori retail, ponendo l'accento sulla resilienza del portafoglio e sulla diversificazione. Secondo il rapporto sull'impatto degli ETF di State Street, il 45% degli investitori istituzionali a livello globale prevede di aumentare le allocazioni di investimento alternative nei prossimi 12 mesi, mentre il 41% dei consulenti finanziari statunitensi prevede di raccomandare un aumento delle allocazioni.
State Street Global Advisors (NYSE: STT) ha anunciado una asociación estratégica con Bridgewater Associates para ampliar el acceso a estrategias de inversión alternativas. La colaboración combina la experiencia de State Street en ETFs desde 1993 con los 40 años de experiencia de Bridgewater en construcción de carteras.
La asociación tiene como objetivo llevar soluciones de inversión de nivel institucional a los inversores minoristas, centrándose en la resiliencia y diversificación de carteras. Según el Informe de Impacto de ETF de State Street, el 45% de los inversores institucionales a nivel mundial planea aumentar las asignaciones de inversión alternativa en los próximos 12 meses, mientras que el 41% de los asesores financieros en EE. UU. planea recomendar aumentos en las asignaciones.
State Street Global Advisors (NYSE: STT)는 Bridgewater Associates와 전략적 파트너십을 발표하여 대체 투자 전략에 대한 접근성을 확장합니다. 이 협력은 1993년부터의 State Street의 ETF 전문성과 Bridgewater의 40년 포트폴리오 구성 경험을 결합합니다.
이번 파트너십은 포트폴리오의 탄력성과 다각화를 중시하며 기관급 투자 솔루션을 소매 투자자에게 제공하는 것을 목표로 합니다. State Street의 ETF 영향 보고서에 따르면, 전 세계 기관 투자자의 45%가 향후 12개월 내에 대체 투자 할당을 늘릴 계획이며, 미국의 41% 재무 상담사는 할당 증가를 추천할 계획입니다.
State Street Global Advisors (NYSE: STT) a annoncé un partenariat stratégique avec Bridgewater Associates afin d'élargir l'accès aux stratégies d'investissement alternatives. La collaboration allie l'expertise de State Street en ETF depuis 1993 à l'expérience de 40 ans de Bridgewater dans la construction de portefeuilles.
Ce partenariat vise à apporter des solutions d'investissement de niveau institutionnel aux investisseurs particuliers, en mettant l'accent sur la résilience et la diversification des portefeuilles. Selon le rapport sur l'impact des ETF de State Street, 45% des investisseurs institutionnels à l'échelle mondiale prévoient d'augmenter leurs allocations d'investissement alternatives au cours des 12 prochains mois, tandis que 41% des conseillers financiers américains envisagent de recommander une augmentation des allocations.
State Street Global Advisors (NYSE: STT) hat eine strategische Partnerschaft mit Bridgewater Associates angekündigt, um den Zugang zu alternativen Anlagestrategien zu erweitern. Die Zusammenarbeit kombiniert die ETF-Expertise von State Street seit 1993 mit der 40-jährigen Erfahrung von Bridgewater in der Portfoliokonstruktion.
Das Ziel der Partnerschaft ist es, institutionelle Anlagelösungen für Privatanleger bereitzustellen und den Fokus auf die Resilienz und Diversifizierung von Portfolios zu legen. Laut dem ETF Impact Report von State Street planen 45% der institutionellen Investoren weltweit, in den nächsten 12 Monaten ihre Zuweisungen zu alternativen Anlagen zu erhöhen, während 41% der US-Finanzberater planen, eine Erhöhung der Zuweisungen zu empfehlen.
- Strategic partnership with Bridgewater Associates expands product offerings
- Access to new retail investor market segment
- Alignment with growing market demand for alternative investments
- 45% of institutional investors planning to increase alternative allocations
- None.
Insights
This strategic partnership between State Street Global Advisors and Bridgewater Associates represents a significant shift in the alternative investment landscape. The collaboration aims to democratize access to sophisticated investment strategies traditionally reserved for institutional investors. The timing is particularly strategic given the anticipated shift in market dynamics away from the traditional 60/40 portfolio model.
The partnership leverages State Street's ETF distribution expertise with Bridgewater's renowned macro investment strategies. This could potentially create new revenue streams for both firms while addressing growing retail investor demand for alternative investments. With
The partnership addresses a important market gap in retail alternative investments. Current market conditions, characterized by high interest rates and inflation concerns, have created strong demand for portfolio diversification tools. The collaboration's timing aligns with shifting investor preferences, as evidenced by
This initiative could significantly impact the
Together, these asset management leaders seek to widen investor access to alternative investment strategies
“Bridgewater is known for its 40-year history of delivering resilient, diversified portfolios and insights to many sophisticated institutional global investors, including innovative approaches to strategic asset allocation. We are excited that this strategic relationship will now bring that portfolio construction expertise to retail investors as well,” said Anna Paglia, chief business officer at State Street Global Advisors.
State Street Global Advisors pioneered the ETF industry in 1993 and has a history of providing investors with access to liquid and transparent solutions to meet essential goals, including income generation, diversification, and wealth accumulation. Since 1975, Bridgewater Associates has been building a deep understanding of markets and economies that has allowed the firm to innovate in multiple areas of portfolio construction. These two industry trailblazers are now coming together to help a broader range of investors gain access to core alternative investment strategies.
“At Bridgewater, we see global investors increasingly focused on portfolio resiliency and desiring durable client portfolios amidst a coming investing era that is likely to be very different from the last. We believe a diversified asset allocation is a great step in preparing for the future, and we are excited to broaden access to our approach with an innovative organization like State Street Global Advisors,” said Karen Karniol-Tambour, Co-CIO of Bridgewater Associates.
“Over the last couple of decades, investors have been rewarded through traditional approaches to asset allocation, with abundant liquidity, persistent disinflation and geopolitical stability. Going forward, a wide range of economic environments could materialize. We believe enhancing diversification and resilience to a range of outcomes through alternative investment approaches will be a critical wealth management tool in the decades ahead,” she added.
Alternatives continue to be a popular option for investors seeking sources of diversification. According to State Street Global Advisors ETF Impact Report,
About Bridgewater Associates
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. As a global macro-investment manager, we take a diversified approach spanning more than 150 different markets. With deep expertise in portfolio construction and risk management, we develop insights and design strategies to deliver value to our clients through any economic environment. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
About State Street Global Advisors
For over four decades, State Street Global Advisors has served the world’s governments, institutions, and financial advisors. With a rigorous, risk-aware approach built on research, analysis, and market-tested experience, and as pioneers in index and ETF investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US
*Pensions & Investments Research Center, as of 12/31/23. †This figure is presented as of September 30, 2024 and includes ETF AUM of
1 State Street Global Advisors ETF Impact Report 2024-2025; The Next Wave of Innovation
Important Risk Information
Investing involves risk including the risk of loss of principal.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
Diversification does not ensure a profit or guarantee against loss.
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7177994.1.1.AM.RTL Exp. Date: 11/30/2025
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Deborah Heindel
+1 617 662 9927
DHEINDEL@StateStreet.com
Bridgewater Media
media@bwater.com
Source: State Street Corporation
FAQ
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