1 Iron Street, Boston, MA 02210
Ben Woloshin
Head of SPDR Insurance
Benjamin_Woloshin@ssga.com
917-848-7512
Dewey Yoo
Insurance ETF Business Development
Dewey_Yoo@ssga.com
617-664-0320
About State Street Global Advisors
For four decades, State Street Global Advisors has served the world's governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world's third-largest asset manager with US $3.59 trillion* under our care.
* This figure is presented as of March 31, 2021 and includes approximately $60.33 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
How Bank Loan ETFs Can Complement Private Market Allocations
In the past few years, demand has soared for private market assets as investors have sought to enhance investment returns, protect against inflation, and diversify their portfolios.
Gold on Gold with Max Gold, Head of Gold Strategies at State Street Global Advisors
Welcome to another edition of the InsuranceAUM.com podcast. We've got a good one for you today. We're talking about gold, an asset class that's often misunderstood, with Max Gold, the head of Gold Strategies at State Street Global Advisors.
ETF Masterclass with Ben Woloshin and Brad Kotler of SSGA
Insurance companies are using ETFs more than ever before, and that's our topic today; we're joined by Ben Woloshin and Brad Kotler, of State Street Global Advisors.
The Role of ETFs in a New Fixed Income Landscape
The 2022 State Street Global Advisors fixed income survey canvassed the views of major investors across the globe to better understand where the fixed income market is and where it is heading. The qualitative and quantitative survey was conducted in mid-2022 and was administered by an independent third-party firm not affiliated with State Street Global Advisors. State Street Global Advisors is identified as the study sponsor. A total of 700 global institutional investors responsible for asset-allocation decisions for top pension funds, wealth managers, asset managers, endowments, foundations and sovereign wealth funds participated in the study.
Regulatory Change Poised to Ignite Insurance Adoption of Fixed Income ETFs
Under the new guidelines for New York insurers, shares of certain fixed income ETFs can receive bond-like capital treatment. The new regulatory stance has the potential to accelerate insurers’ adoption of fixed income ETFs.
Why Insurance CIOs Are Adding ETFs Into the Mix
Insurance CIOs are quickly coming up the ETF learning curve, particularly regarding trading mechanics and frameworks for analysis. As insurers grow more comfortable with the ETF ecosystem, their usage becomes more nuanced and complex. Insurance companies are using ETFs for a range of applications, from simple management of cash inflows to sophisticated risk ballast strategies.
SPDR Q1 2022 Bond Compass – Preparing for Normalization
With COVID-19 surging again in early 2022, normalcy feels further away than ever. However, as central banks respond to inflation, policy normalization is likely, but it will not be a coordinated approach.
SPDR Product Lineup for Insurance Companies
The 2022 SPDR ETF listing for Insurance Companies now includes nineteen ETFs assigned fund credit quality and volatility ratings designated by S&P Global Ratings.
Innovations with ETFs in Insurance General Accounts
In 2020, US insurers increased their ETF AUM by 18% year-over-year to $36.9 billion. Growth in ETF usage by insurance general accounts is expected to substantially outpace growth of invested assets. Insurers are using ETFs in a number of innovative applications, including reducing cash drag and building scale in subsidiary accounts.
Systematic Valuation Calculation for Fixed Income ETFs
Fixed income ETFs have provided investors of all profiles, from large institutions to retail investors, an alternative tool to access the cash bond market. For insurance companies in particular, the use of fixed income ETFs has been steadily growing. This increased use has been driven by recent statutory guidance relating to how insurers account for National Association of Insurance Commissioners (NAIC) designated fixed income ETFs. This new methodology is known as Systematic Value.