SSGA FUNDS MANAGEMENT, INC.
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 111242
- Registered since
- April 6, 2001
- Website
- www.ssga.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies96.31%
- Pooled Investment Vehicles2.68%
- Pension & Profit Sharing Plans1.01%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ssga Funds Management, Inc. operates as an institutional-focused manager that runs pooled investment vehicles, investment companies and customized portfolios for businesses and institutions. The firm functions as a multifaceted fund manager with active roles as a CPO/CTA and as an adviser that selects and oversees other managers. Its client base is primarily institutional, and its fees are charged as a percentage of assets under management. Ssga Funds Management, Inc. identifies itself as an active ESG investor and commonly integrates derivative instruments into portfolio construction. Investment activity centers on liquid and pooled strategies alongside a substantial program of private funds and alternative allocations. The firm manages both hedge fund and private equity vehicles directly and provides portfolio management for larger institutional mandates, with an emphasis on managing risk through derivatives and on deploying third-party managers where specialized exposures are needed.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives75%
- Private Funds16%
- Other8%
Owners & executives
3 of 6ANN CARPENTER
Chief Operating OfficerCRD 6329553
BRIAN HARRIS
Chief Compliance OfficerCRD 5599152
JAMES FERRARELLI
Executive Vice President and Chief Operating OfficerCRD 6961735
Contacts
3 of 7SEAN O'MALLEY
General CounselCRD 5875973
David Urman
Vice President and Senior CounselCRD 7352903
Steven Hamm
TreasurerCRD 7769965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 1 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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