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Articles tagged "State Street Global Advisors"


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Philip Waxelbaum: The opportunity here is epic, but there are a lot of hurdles.

Apollo partners with State Street Global Advisors for ultimate moonshot -- making alts liquid with ETFs -- but Apollo may make liquidity function at a premium untenable for investors, never mind the SEC

The Apollo-SSGA pitch to the SEC promises Apollo will buy the alts in a pinch -- but the hitch is that it's the originator, buyer, and seller, introducing uncertainty to 'market' pricing.

October 29, 2024 at 3:50 AM

Jonathan Holtaway: This one has some legs.

FDIC bid to strip BlackRock and Vanguard of superpower 'has legs' and reckoning may start with curbs on self-certification of passive index funds

The bank deposit insurer could make the $17-trillion ETF power bloc lose the ability to self-certify as 'passive' funds because their sheer scale could make them an active menace to the banking regulator, at least in this political climate.

April 25, 2024 at 1:29 AM

Alyssa Stankiewicz: ESG funds are not the only ones employing different strategies.

Blacklisted 'woke' firms like BlackRock and State Street still have a lock on AUM in oil states like Oklahoma; anti-ESG politicians underestimated the fierce independence of state money managers and Republican lawmakers who back them

Oklahoma public pension fund revolts against state Treasurer and refuses to divest ESG funds in protest against mixing politics with fiduciary duties -- roughly a repeat of the ESG revolt in reverse.

November 2, 2023 at 1:50 AM

Scott Fitzpatrick: It’s certainly possible that their decision to leave NZAM contributed to … Vanguard being excused from the Texas ESG meeting.

Vanguard cites shunned founder Jack Bogle to deflect criticism after epic ESG flip-flop, extoling the founder's 'whole haystack' investing strategy versus finding the 'needle'

The Malvern, Pa. firm played the Bogle card amid an about-face on NZAM, which it joined 21 months ago with heavy hitters like BlackRock, to 'steward' client assets, but external GOP political pressures may have forced it to cave.

January 4, 2023 at 2:02 AM

Sue Thompson: The only free lunch in investing is diversification and that's the case here.

State Street ETF scored mightily in 2021 by getting Blackstone to sub-advise lending 'esoterica;' now State Street is launching new ETF and rewarding Blackstone with a longer leash to chase higher yields

The $881 billion Manhattan alts investor will delve into junk in addition to safer senior loans with new ETF. Nobody will complain about the 70 basis-point fee, if it again delivers higher returns and the inflation protection of floating interest rate loans.

February 24, 2022 at 2:26 AM

Sue Thompson: We’re at a critical inflection point.

State Street's category-killing SPY finally has a little brother after ESG 'inflection point' pushes the bank to bet on filtered S&P 500 ETF

The franchise extension of the Boston giant's $275-billion S&P 500 golden goose comes as Vanguard and BlackRock rake in ESG assets and environmental, social and governance filters get applied to about $13 trillion of assets.

August 27, 2020 at 11:25 PM

David LaValle: ​There are so many factors. Some of them we can be very perceptive about and others are more difficult to estimate.

TD Ameritrade calms the RIA Twitter storm but not questions about the spreads on the ETFs replacing the super-liquid Vanguard and Core iShares

The additional 60-day extension lets advisors breathe but even Wall Street analysts wonder just how far TD Ameritrade should go in inflaming 'consternation' of 'golden goose' RIAs

October 27, 2017 at 12:45 AM

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