It starts with comprehensive research from State Street Global Advisors

CI Investment Consulting uses asset mix research and recommendations from State Street Global Advisors and its Investment Solutions Group to help craft Portfolio Select Series' efficient strategic asset allocation portfolios.

 

State Street stays on top of more than 100 global markets

With US$2.2 trillion* in assets under management, 27 offices worldwide and more than 2,500 employees, State Street Global Advisors is one of the largest investment management companies in the world and operates in more than 100 global markets.

 

The value of State Street’s strategic asset allocations

As asset allocation specialists, State Street Global Advisors uses a mean-variance optimization framework to calculate portfolio mixes that offer the highest return for each level of risk. The key inputs into this process are State Street Global Advisors' proprietary long-term asset class forecasts for risk, return and correlation. Their risk and correlation estimates rely heavily on analyzing historical data, spanning numerous market environments. Historical findings and relationships are further adjusted for any sustainable changes observed within current market environments in order to establish a forward-looking assessment.

Finally, State Street Global Advisors' forward-looking total return estimates are generated through a combined assessment of current valuation measures, corporate earnings, economic growth, inflation forecasts, and historical risk premiums for the various asset classes.

This research forms the basis for the construction of the portfolios within Portfolio Select Series.

*As of December 31, 2015

 

 
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