Case Study: State Street Global Advisors simplifies target date fund storytelling with Living Group’s interactive glidepath tool

State Street Global Advisors simplifies target date fund storytelling with Living Group's interactive glidepath tool

State Street Global Advisors (SSGA) faced the challenge of illustrating the advantages of its target date funds to both individual investors and institutional clients. They needed a simplified explanation for a complex product and a tool to equip their sales team. To address this, they partnered with vendor Living Group to develop an online solution.

Living Group designed and coded a highly interactive online glidepath tool. This solution details the rationale behind SSGA's target date funds, using engaging graphics that allow users to visualize how fund allocations change over time. The tool successfully simplified the narrative, educated users on the complex product, and provided the sales team with an effective visual aid for client presentations.

State Street Global Advisors