Founded:

 1999

Mission:

To provide State Street Global Markets and its clients with independent, innovative, intellectually rigorous, fact-based investment research

Clientele:

State Street Global Markets and sophisticated institutional investors world-wide 

Ownership:

A partnership among State Street Global Markets, FDO Partners, and Windham Capital Management 

• Research in equity, fixed income, and currency markets based on institutional investment flows

• Global asset allocation
• Portfolio construction and optimization
• Currency risk hedging

• Equity Flow Indicator

• Country

• Cross-Border

• Sector/Industry

• Style (e.g., Value/Growth, Large/Mid/Small-Cap, Low/Medium/High Beta)

• Foreign Exchange Flow Indicator
• Sovereign Bond Flow Indicator
• Sovereign Bond Issuance Index
• State Street Investor Confidence Index

• Equities
• Foreign Exchange
• Fixed Income
• Multi-Asset Class

• Portfolio Reallocation Analysis
• Manager Reallocation Analysis
• Optimal Rebalancing Services
• Investment Strategy Analysis
• Product Capacity Analysis
• Currency Hedging Analysis

• Global Asset Allocator
• Risk Budget Tool

• Passive Currency Overlay
• Active Currency Overlay
• Portable Alpha Strategies

Offices:                           

 Cambridge, Massachusetts; Boston; and Singapore