S&P Investment Advisory Services (SPIAS), is part of S&P Global Market Intelligence, a division of S&P Global.
S&P Investment Advisory Services was acquired by Goldman Sachs Asset Management on July 1, 2019.
Since 1995, SPIAS has provided non-discretionary investment advice on multi-manager, equity and, fixed income strategies. SPIAS acts as a sub-advisor to institutional investment managers, and offers the same institutional-grade investment advice to our financial intermediary clients through model portfolios.
SPIAS’ products and services seek to offer scalability and improved efficiencies, including more investment choices, diversification, and flexibility.
Members of our investment team actively participate in thought leadership engagements, appearing in the financial media and at conferences or other industry events. Many hold a Master of Business Administration or other advanced degrees, as well as credentials such as the Chartered Financial Analyst® designation.
Regional Investment Consultants cover every U.S. region, tailoring SPIAS’ global approach to specific local needs. They work closely with the investment team to be a resource for timely information about SPIAS model portfolios.
All investments involve risk including possible loss of principal. Individual asset classes involve unique risks. Equity securities are more volatile than bonds and greater risks. International securities entail special risks such as currency, political, economic, and market risks. These risks are heightened in emerging markets securities which may be less liquid and more volatile. These risks should be fully evaluated before making an investment decision. Investments in fixed income securities are subject to the risks associated with debt securities generally, including credit, liquidity and interest rate risk. Exchange-Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost. ETFs may yield investment results that, before expenses, generally correspond to the price and yield of a particular index.
Partnership with Advisors
We aim to be a partner to our financial advisors, not just a product provider.
The SPIAS team works together with financial advisors to help meet investment objectives with our model portfolios, but we also want to be a resource for their practices. We offer a number of programs to support our clients, including: participation in conferences and events, market and event driven updates, and ongoing model portfolio commentary and research. Your Regional Investment Consultant can provide additional information on our advisor support programs.
SPIAS strategies are designed to focus on risk-adjusted, long-term capital appreciation.
Our belief in balancing the amount of risk involved in portfolio returns is embedded in our strategies’ investment processes. For example, the S&P 4 uses S&P Global Quality Rankings in its selection process. The MAPs’ blended qualitative and quantitative investment process includes input from the investment team, where risks are addressed collectively at the decision-making level.
The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low Views and opinions expressed are for informational purposes only and do not constitute a recommendation to buy, sell, or hold any security. Views and opinions are current as of the date of this presentation and may be subject to change, they should not be construed as investment.
Helping Advisors Invest & Manage Efficiently
Both institutional investors and financial advisors look to specialized investment managers, like SPIAS, for advice on portions of their portfolios.
Outsourcing to a third party asset manager allows advisors to focus on core activities, like relationship building and practice management, to maximize value for investors and grow their book of business.
Advisors can enjoy a wide range of benefits from outsourcing client portfolios, including:
- More time to spend with clients
- The ability to grow more efficiently
- The ability to develop a more consistent investment management process for the firm
- The ability to offer a wider array of investment products
- Institutional level due diligence and monitoring
Want to learn more about the benefits of partnering with SPIAS? Your Regional Investment Consultant can provide support and examples of current clients’ transitions to third party managers.