View Firm Profile

Loading Map...

State Street Global Advisors, Ltd.


Place Mercantile, 770 Sherbrooke Street, 12th Floor
Montreal , Quebec H3A 1G1
(514) 282 - 2412

Principal Contacts

Peter Lindley
President and Head of Investments
Tel: (514) 282 - 2412

Client Minimums

Private: $5,000,000
Institutional: $1,000,000

Types of Accounts Managed

  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Manitoba
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario*
  • Prince Edward Island
  • Quebec*
  • Saskatchewan
  • Northwest Territories
  • Nunavut
  • Yukon
  • United States
  • International - Non-North American

* indicates a physical location in this province

Firm History

Established in 1978, State Street Global Advisors (SSgA) is a global leader in asset management, entrusted with $2.1 trillion* in assets as of March 31, 2011, from corporations, endowments and foundations, third party asset gatherers, pension funds and sovereign wealth funds. As the asset management business of State Street Corporation, one of the world’s leading providers of financial services to institutional investors, SSgA’s global reach extends to 10 global investment centers and offices in 29 cities worldwide. State Street Bank and Trust Company, founded in 1792, is a wholly-owned subsidiary of State Street Corporation, which is a bank holding company whose shares are traded on the New York Stock Exchange under the symbol ‘STT’.
*This AUM includes the assets of the SPDR Gold Trust (approx. $56 billion as of March 31, 2011), for which State Street Global Markets, LLC, an affiliate of State Street Global Advisors, serves as the marketing agent.

Investment Philosophy

SSgA’s philosophy of meeting the unique needs of our institutional client base has not changed since our inception in 1978.  This philosophy has created what is today a solutions-based organization with competitive investment solutions and strategies across every asset class, capitalization range, investment approach, region and style..  We have made a commitment to continually anticipate and adapt to technology, client needs, and market innovations.
SSgA partners with institutional clients of all sizes around the world to design and execute complex, disciplined investment solutions.  Our strategies are refined by a continuous dialogue with our clients and backed by a synthesis of technology and investment talent.  Our commitment to this philosophy has uniquely positioned us to help clients reap the benefits of a rapidly changing global marketplace.
SSgA manages a broad array of investment strategies covering a broad range of investment philosophies including:
Active Equity
Enhanced Equity
Index Equity
Fixed Income
Absolute Return
Detailed information on SSgA’s strategies’ offering can be found on:

Reporting and Communication with Clients

SSgA seeks to foster long-term strategic alliances with clients by sharing the insights and vast resources of SSgA. SSgA provides investment information and SSgA’s thought leadership to clients through several channels including the web, print and video. Clients receive customized performance letters, forward-looking commentary on the global economy and capital markets, and publications highlighting our research and trends in investment management. Our portfolio managers are available for periodic discussions and reviews.  As part of the standard reporting package, SSgA provides clients with both monthly and quarterly portfolio reports.  Monthly reports include performance, market values and analytics. Additionally, all clients receive quarterly strategy commentary and SSgA forecasts.