Connect
Some of the most valuable aspects of research happen through conversation. We regularly meet clients to walk through indicators, share views, and explore applications.
Events
At State Street Markets, we host a variety of exclusive events designed to connect institutional investors with the latest market intelligence and actionable research from our world-class team of industry experts and academic partners.
Our events foster learning, collaboration, and insight, helping you stay ahead in a complex and rapidly changing financial landscape.
Our events foster learning, collaboration, and insight, helping you stay ahead in a complex and rapidly changing financial landscape.
Research Retreat
Each year, we hold a series of flagship Research Retreat events in financial centers around the world. These events bring together leading academics, our research and market strategy experts, and our clients to explore macroeconomic trends, innovative research, and practical investment strategies in a collaborative setting.
- Who attends?Portfolio managers, asset owners, and thought leaders from top financial institutions.
- Where?In addition to our major research hubs in Boston and London, we host events in many major cities across the Americas, Europe, the Middle East, and Asia-Pacific.
- What’s covered?Topics range from global capital flows and inflation to AI, policy, and quantitative investment strategy.
- Why join?Gain exclusive access to proprietary indicators, award-winning research, and expert perspectives.
State Street Institute
In partnership with State Street Markets and State Street Investment Management, this event offers a unique opportunity for in-person networking, idea exchange, and insightful discussions with leading academic researchers and industry practitioners. Together, we’ll explore essential topics related to asset allocation and investment trends.
Summer Sessions
Each summer, we invite investors to join State Street Summer Sessions, a webinar series focused on the fundamentals of finance and investing. These events feature accessible, back-to-basics presentations led by our renowned academic partners and the experienced research team at State Street Markets.
Presenters bridge theory and practice, covering essential topics such as macro policy, investment strategy design, risk management, and more. The Summer Sessions are designed to provide practical insights and fresh perspectives for professionals at every stage of their investment journey.
Discussions
We’re here to be your trusted advisor and strategic partner. Our clients enjoy direct access to our research teams—whether through in-person meetings, virtual sessions, or scheduled webinars. From market outlooks to applying investment signals in complex environments, we work with you to manage risk and uncover opportunities for alpha. Ready to connect? Schedule a meeting with our team today.
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1.Peter L. Bernstein Award for Best Article in an Institutional Investor Journal in 2013; Doriot Award for Best Private Equity Research Paper in 2022; Bernstein-Fabozzi/Jacobs-Levy Award for Outstanding Article in the Journal of Portfolio Management in 2006, 2009, 2011, 2013 (2), 2014, 2015, 2016, 2021; Roger F. Murray First Prize for Research Presented at the Q Group Conference in 2012 and 2021; Graham & Dodd Scroll Award for article in the Financial Analysts Journal in 2002 and 2010.