ssga funds management, inc board of directors

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ssga funds management, inc board of directors

Anne Robinson is general counsel of The Vanguard Group, Inc., and secretary of the Vanguard funds. You should consult your tax and financial advisor. John earned an M.B.A. from the University of Adelaide and holds certificates from both the Wharton Advanced Management Program at the University of Pennsylvania and the Advanced Human Resource Executive Program at the University of Michigan. He joined Vanguard in 2019 to lead the Chief Technology Office and previously served as a consultant and partner for Deloitte Consulting, leading their Financial Services Cloud practice. At State Street, we promise to treat your data with respect and will not share your information with any third party. The Fund pays State Street Bank and Trust Company for its services as custodian, transfer agent and shareholder servicing agent and pays SSGA Funds Management, Inc., an affiliate of State Street Bank and Trust Company, for investment advisory services. from Saint Joseph's University and an M.B.A. from Harvard Business School. SSGA creates customized investment strategies for institutions. Vanguards CEO and managing directors also serve as our Diversity, Equity, and Inclusion (DEI) Executive Council. We have generally found that good disclosure reduces the tendency for shareholders to micromanage companies in which they invest. From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. As of 2006, one-third of assets under management were from non-US investors. Before joining Vanguard, Lauren earned a B.S. Mr. Malpass joined the Vanguard board in 2012. Tara Bunch is head of global operations at Airbnb where she oversees community support, trust and safety, and payments for Hosts and guests in 220 countries and regions. Thank you for your interest in the U.S. Securities and Exchange Commission. The S&P 500 Index is a product of S&P Dow Jones Indices LLC or its affiliates (S&P DJI) and have been licensed for use by State Street Global Advisors. 2023 State Street Corporation. As of March 2021, it had 142 exchange traded funds (ETFs) owned and controlled by the company.[5]. Research our investment professionals with FINRA's BrokerCheck. WebState Street Global Advisors Proxy Voting and Engagement Guidelines for Australia and New Zealand address our market-specific approaches to topics including directors and boards, accounting and audit-related issues, capital structure, reorganization and mergers, remuneration, and other governance-related issues. And, as an industry participant and senior leader in the investment management industry for the past 25 years, I have always admired State Street Global Advisors value-driven stewardship efforts, and its pragmatic and consistent approach to promoting sound governance practices with the boards of companies in its clients investment portfolios. He is also a graduate of Harvard Business School's Advanced Management Program. By contrast, our team has found that votes in director elections are far more effective at focusing board attention on issues we believe important to long-term value and on which we have engaged with a portfolio company. Get to know the team. We offer one of the broadest ranges of strategies across asset classes, risk profiles, Nothing contained in or on the Site should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction. He was vice chairman of Mellon Financial Corporation and president and chief executive officer of Mellon Asset Management. in economics from Harvard College and an M.B.A. from Harvard Business School. WebState Street Global Advisors Proxy Voting and Engagement Guidelines for Australia and New Zealand address our market-specific approaches to topics including directors and All Rights Reserved. 13F filing from SSGA FUNDS MANAGEMENT INC, enter your As the new President & CEO of State Street Global Advisors, I am excited to join this firm for a number of reasons, not least of which is the size, scope, and reach of our business, and the responsibility we have to our global client base. She joined Citigroup in 2014 as managing director and general counsel of global cards and consumer services. Get to know the team. President & Chief Executive Officer Yie-Hsin is President and Chief Executive Officer of State Street Global Advisors, the investment Supplemental Public Disclosure of Basel III Regulatory Capital, U.S. There is no representation or warranty as to the accuracy of the information and State Street shall have no liability for decisions based on such information. Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data. Mark Loughridge is the board's lead independent director. This raises the concern that a substantial increase in directors workloads could lead to a degradation of overall board effectiveness over time. Going forward, we will continue using director and committee chair votes to encourage sound governance and oversight while holding relevant directors accountable on a case-by-case basis as outlined in our related guidance on Effective Board Oversight. ETF products are also available in other parts of the world such as Belgium, France, Hong Kong, and Singapore under the streetTracks brand. Hedge Fund The information provided does not constitute investment advice and it should not be relied on as such. In October 2007, several pension funds sued State Street Corp. for the alleged mishandling of several bond funds managed by SSGA. Note that this policy may change as the SEC manages SEC.gov to ensure that the website performs efficiently and remains available to all users. Webof SSgA Funds Management, Inc. (SSgA FM or the Adviser), One Lincoln Street, 36thFloor, Boston, Massachusetts 02111-2900. Since joining Vanguard in 2003, she has held various roles in the organization's Institutional, Information Technology, and Retail divisions. During this time, he also served as vice chairman of Bank of New York Mellon Corporation and was a member of its Executive Committee. Disclosure related to each of the State Street Institutional Liquid Reserves Fund:You could lose money by investing in the Fund. Click the link to obtain aprospectus or summary prospectuswhich contains this and other information, or by calling 1.877.521.4083. Total Annual Fund Operating Expense Arrangements SSGA Funds Management, Inc. (SSGA FM), as adviser to each series He serves as chair of the board of trustees of Saint Anselm College. While values are important to all of us, in this context we focus exclusively on value: how to drive long-term portfolio value. WebDetailed Profile of SSGA FUNDS MANAGEMENT INC portfolio of holdings. In this capacity, the team drives our DEI vision, goals, and accountability across Vanguard and tracks our progress. He was previously the George Gund Professor of Finance and Banking at the Harvard Business School. View More Information About Our Firm:FINRA's Brokercheck. This document contains certain statements that may be deemed forward-looking statements. Ssga Funds Management is based out of Boston. Ssga Funds Management is a hedge fund with 279 clients and discretionary assets under management (AUM) of $894,513,485,797 (Form ADV from 2022-11-28). STATE STREET GLOBAL ADVISORS, INC. Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. How do I update this listing? Webc/o SSGA Funds Management, Inc. 1 Iron Street Boston, Massachusetts 02210 RE: State Street Institutional Investment Trust Fee Waiver and/or Expense Reimbursement Arrangements Dear Mr. Rosenberg: Section I. Greg serves on the board of the Children's Hospital of Philadelphia and is a member of the Treasury Borrowing Advisory Committee of the U.S. Department of the Treasury. She is the former vice president of AppleCare at Apple and previously served as a senior vice president at Hewlett Packard. The products and services to which this communication relates are only available to such persons and persons of any other description (including retail clients) should not rely on this communication. This makes sense, as responsibility lies with boards to oversee related strategy. WebContact Details for Ssga Funds Management. He is chair of the board of trustees of Colby-Sawyer College and a member of the BMW Group Mobility Council. She started her career in private law practice and went on to serve as counsel with Deloitte Consulting before moving to American Express in 2003. Before investing, consider the funds' investment objectives, risks, charges and expenses. Ssga Funds Management, Inc. State Street Financial Center. from Johns Hopkins University and an M.B.A. from The Wharton School at the University of Pennsylvania. She has served on the boards of Out & Equal, the University of California, Berkeley School of Engineering and Santa Clara University's Leavy School of Business. You can sign up for additional alert options at any time. The products and services described on this web site are intended to be made available only to persons in the United States, and the information on this web site is only for such persons. Directors and Boards . *This figure is presented as of March 31, 2023 and includes approximately $65.03 billion USD of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. In addition to those noted with an *, Lou Maiuri is also a Director of State Street Bank and Trust Company. WebCorporate Governance - Board of Directors | State Street Bank and Trust Company Board of Directors Ronald P. O'Hanley * Chairman Read Biography Amelia C. Fawcett * Lead All rights reserved. or to simply have an email sent to you whenever we receive a new He retired in 2008 from Xerox Corporation, where he was the executive chief staff and marketing officer for North America and corporate vice president. Current guidelines limit users to a total of no more than 10 requests per second, regardless of the number of machines used to submit requests. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. During his tenure with McKinsey, Mr. O'Hanley served in the firms Boston, New York, and Stockholm offices. Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, a wholly owned subsidiary of State Street Global Advisors, Inc.. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Gregory Davis is managing director and Vanguard's chief investment officer, overseeing more than $7 trillion managed by Vanguard Fixed Income, Equity Index, and Quantitative Equity groups.3Previously, Greg was principal and global head of Vanguard Fixed Income Group, responsible for its portfolio management, strategy, credit research, trading, and planning functions. 2Figure is as of February 28, 2023. He earned a B.S. References to State Street may include State Street Corporation and its affiliates. [31], In October 2017, SSGA agreed to pay over $5 million in back pay and interest to settle allegations the company underpaid women and African-American employees.[32][33]. By using this site, you are agreeing to security monitoring and auditing. She is managing director of the Office of the General Counsel, which includes Government Relations, Legal, Compliance, and Investment Stewardship. SEC Filings include 13F quarterly reports, 13D/G events and more. Since joining Vanguard in 1997, Karin has held various leadership roles across the firm's corporate, institutional, and individual investor groups. This document contains certain statements that may be deemed forward-looking statements. The returns on a portfolio ofsecurities which exclude companies that do not meet the portfolio's specifiedESG criteria may trail the returns on a portfolio of securities which includesuch companies. View the FinSA disclosures, Not FDIC Insured * No Bank Guarantee * May Lose Value. I look forward to continuing to work together with board directors like you in the years to come. He is a former professor of business administration at Harvard Business School and the former dean of Georgetown Universitys McDonough School of Business. Yie-Hsin is President and Chief Executive Officer of State Street Global Advisors, the investment management arm of State Street Corporation with $3.62 trillion* in assets under management. SSGA Intermediary Business offers a number of products and services designed specifically for various categories of investors. Source: Vanguard. Delayed Nyse Once the rate of requests has dropped below the threshold for 10 minutes, the user may resume accessing content on SEC.gov. Phone: 617 Dear Board Member, Previously, he was chief human resources officer and managing director of Vanguard's Human Resources division, which is responsible for talent, leadership, and culture. Yie-Hsin is President and Chief Executive Officer of State Street Global Advisors, the investment management arm of State Street Corporation with $3.62 trillion* in assets under management. Source: Vanguard. Most recently, Chris was head of Vanguard's Planning and Development Group, now known as Strategy, Product, Marketing, Communications Group; before that, he was head of the Institutional Investor Group. 5 Shareholders expect boards to effectively govern themselves with respect to the ability of directors to devote adequate time to the boards work. Unfortunately, more than 1 in 5 companies in the S&P 500 provide limited transparency into how they manage their directors time commitment.5 Shareholders expect boards to effectively govern themselves with respect to the ability of directors to devote adequate time to the boards work. A portfolio's ESG criteria may result in the portfolioinvesting in industry sectors or securities which underperform the market as awhole. Before that he led MassMutual's Capital Markets division. State Street Global Advisors, One Iron Street, Boston, MA 02210-1641. It should not be considered a solicitation to buy or an offer to sell a security. State Street Global Advisors is among the signatories of the "Principles for a Responsible Civilian Firearms Industry," which seeks to engage firearms manufacturers, dealers, and retailers in promoting gun safety. [20] While some have seen it as an encouragement of women in business, some women criticized the statue as "corporate feminism" that violated their own feminist principles.[21][22][23]. Thomas Rampulla is managing director of Vanguard's Financial Advisor Services division, which provides investments, services, education, and research to more than 1,000 financial advisory firms representing nearly $3 trillion in assets.4 Most recently, he was head of Vanguard's U.K. and European operations. [30], In April 2009, a class action suit was filed against State Street, alleging SSGA chose illiquid, leveraged, and risky securities in their short-term, liquid fund products. Starting in 2024, we will 1) no longer use numerical limits to identify overcommitted directors, and instead 2) vote against the chair of the nominating and governance committee at companies in the S&P 500 that do not disclose their internal policy on director time commitments. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. [24] SSGA manages the assets for clients by setting up commingled funds (otherwise known as common trust funds). [10], SSGA invented the investment vehicle known as the exchange-traded fund (ETF) in 1993 with the introduction of the S&P 500 SPDR product (Ticker: NYSEArca:SPY),[11] which is traded on the American Stock Exchange. * denotes Directors of State Street Bank and Trust Company, a Massachusetts state-chartered company. He also served as the company's Asia-Pacific chief investment officer and a director of Vanguard Investments Australia. ***Log In or While shareholder proposals can be effective at raising awareness on certain issues and we will support them when both reasonable and likely to maximize long-term value for clients proposals are non-binding in most markets and often too prescriptive. in insurance from Pennsylvania State University and an M.B.A. in finance from the Wharton School of the University of Pennsylvania. Liquidity Coverage Ratio Disclosures, SSGM, LLC Statements of Financial Condition, Political Contributions and Activities Policy. Previously, Joe served as head of Vanguard Equity Index Group, chief investment officer of the Asia Pacific region, a director of Vanguard Investments Australia, and head of Vanguard Portfolio Review Department. Joseph Loughrey is the retired president and chief operating officer of Cummins Inc. and retired chairman of the board of Hillenbrand, Inc. [[]] %%State Street Corporation%%. Please read it carefully before investing. Dr. Perold is a board member of RIT Capital Partners. The ETFs track international and domestic indices based on market capitalization, investment style, sector, industry, or commodity. You must click the activation link in order to complete your subscription. The statue is an advertisement for an index fund which comprises gender diverse companies that have a higher percentage of women among their senior leadership. Ms. Raskin is a member of the Regenerative Crisis Response Committee, partner in Kaya Corporatoin Ltd., and a member of the board of directors at Arcadia Corporation. Each of these topics presents short- and long-term risks and opportunities to companies across our portfolio. Learn More About Our Asset Stewardship Program. You should consult your tax and financial advisor. Vanguard recognizes the importance of diversity in the composition of corporate boards. email address below and choose 'Submit'. For security purposes, and to ensure that the public service remains available to users, this government computer system employs programs to monitor network traffic to identify unauthorized attempts to upload or change information or to otherwise cause damage, including attempts to deny service to users. Today, directors are busier than ever, reporting a 25% increase both in formal board meetings and number of days spent on director work4 often serving on multiple boards simultaneously. The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGAs express written consent. The Fund's sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time. SHAREHOLDER STATE STREET GLOBAL ADVISORS, INC. WINDWISE IG BETA FUND SERIES 2022 A SERIES TRUST OF MULTI MANAGER GLOBAL INVESTMENT TRUST, WINDWISE EUROPEAN IG BETA FUND SERIES 2021 A SERIES TRUST OF MULTI MANAGER GLOBAL INVESTMENT TRUST, WINDWISE IG BETA FUND SERIES 2021 A SERIES TRUST OF MULTI MANAGER GLOBAL INVESTMENT TRUST, WINDWISE MULTI-FACTOR EMERGING MARKETS CURRENCY SEGREGATED PORTFOLIO FUND, WINDWISE EUROPEAN IG BETA FUND SERIES 2018, A SERIES TRUST OF MULTI MANAGER GLOBAL INVESTMENT TRUST, WINDWISE EUROPEAN IG BETA FUND SERIES 2019, A SERIES TRUST OF MULTI MANAGER GLOBAL INVESTMENT TRUST, WINDWISE EUROPEAN IG BETA FUND SERIES 2017, A SERIES TRUST OF MULTI MANAGER GLOBAL INVESTMENT TRUST, WINDWISE EUROPEAN IG BETA FUND SERIES 2022 A SERIES TRUST OF MULTI MANAGER GLOBAL INVESTMENT TRUST, WINDWISE EUROPEAN IG BETA SERIES 2019, A SERIES TRUST OF MULTI MANAGER GLOBAL INVESTMENT TRUST, WINDWISE GLOBAL DEFENSIVE LONG SHORT EQUITY FUND, INTERNATIONAL PRIVATE EQUITY FUND II, L.P, CHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER; DIRECTOR. Nitin previously led Vanguards Retail and Corporate Systems within the Information Technology division. Our voting guidelines outline the scenarios in which we may vote against directors and/or chairs of relevant committees for governance failures (our voting record can be found here). He is a member of the board of governors of the Investment Company Institute and of FINRA. Prior to joining Fidelity, he served as president and chief executive officer of BNY Mellon Asset Management in Boston. Bunch became a Vanguard director in 2021. He is a member of the board of governors of the Investment Company Institute and of FINRA. To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. He is also a graduate of Harvard Business School's Advanced Management Program. Matt joined Vanguard in 2008. Anne earned a bachelor's degree in political science from Hampton University and a J.D. Our leadership team is backed by more than 500 market cycle-tested investment professionals. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. Joseph Brennan is managing director and Vanguard's global chief risk officer. In contrast, making subjective decisions to determine the caliber and time commitment of individual directors should be the job of well-governed boards themselves, not asset managers. Prior to her current role, she was managing director of Vanguard's Retail Investor Group. SSGA FD and State Street Global Advisors are affiliated. Scott Malpassserves as a member of the board of Catholic Investment Services, Inc., and as a member of the board of superintendence of the Institute for the Works of Religion. Ronald P. O'Hanley is a Chairman, President & Chief Executive Officer at State Street Corp., a Chairman & Chief Executive Officer at SSgA Funds Management, Inc., a View the FinSA disclosures, Not FDIC Insured * No Bank Guarantee * May Lose Value. She is currently a professor at Duke Law School, a Distinguished Fellow at its Global Financial Markets Center, and a Senior Fellow at Duke Center on Risk. Chief Investment Officer, Fundamental Value Equities, CIO, Global Fixed Income, Currency & Cash, Global Head of ESG and Sustainable Investing, Head of SPDR Capital Markets and Strategic Partners, Global Head of SPDR ETF Strategy, Planning and Infrastructure, Head of European Institutional Distribution, Chief Technology Officer and Head of Transformation, Head of State Street Global Advisors India, Head of State Street Global Advisors Europe Ltd, Chief Operating Officer, Global Institutional Group, Head of State Street Global Advisors EMEA and Head of the Global SPDR ETF Business.

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ssga funds management, inc board of directors

ssga funds management, inc board of directors

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