Australian Retirement Trust and State Street Investment Management launch collaboration to empower financial advisers
Media release - 9 September 2025
One of Australia’s largest superannuation funds, Australian Retirement Trust (ART), and State Street Investment Management, the asset management business of State Street Corporation (NYSE: STT) and Australia’s largest asset manager1, have joined forces to provide financial advisers in Australia the benefit of their combined insights and expertise.
ART’s Executive General Manager – Advocacy and Impact, Anne Fuchs said the collaboration will benefit local advisers by giving them integrated access to State Street Investment Management’s world-class investment and practice management insights.
“We know advisers and clients are increasingly looking to take advantage of global investment opportunities to help diversify their portfolios,” Ms Fuchs said.
“For the very first time, this powerful collaboration would enable our adviser network to access the incredible depth of expertise State Street Investment Management offers on our Adviser Hub."
“Strengthening the knowledge offering our adviser network can access would in turn have a big impact on our members, and support them being able to reach better outcomes in retirement.”
State Street Investment Management’s Head of Asia-Pacific, Kevin Anderson said the firm’s dedicated practice management team will provide in-depth guidance and strategies to help Australian advisers grow their practices and enhance client relationships. Their research team will deliver insights on key trends shaping the investment landscape. Together, this would equip advisers with practical strategies and intelligence-driven insights to navigate change, meet evolving investor expectations, and drive their long-term business success.
“We are excited to offer Australian financial advisers insights from our global experts through this unique relationship with ART,” Mr Anderson said. “Together, we are helping Australian advisers create better financial futures for their clients.”
With more than 2.4 million members and more than $350 billion FUM, Ms Fuchs said ART is on a bold mission to encourage more Australians to engage with their super.
“As a fund for all Australians, we want our members to achieve a comfortable lifestyle at the end of their working life."
“Part of our strategy is advocating for improved access to advice for all Australians and working collaboratively with our network of financial advisers who are dedicated to helping clients build robust and resilient portfolios for retirement."
“Australian Retirement Trust’s collaboration with State Street Investment Management will support our nation’s hard-working financial advisers to generate advice for our members in support of that goal."
“By working cooperatively together, we are confident that we can contribute to setting up our members to enjoy their retirement,” Ms Fuchs said.
For State Street Investment Management collaboration content, visit the Australian Retirement Trust Adviser Hub.
Footnote:
1. Source: Rainmaker Wholesale Advantage Report, Largest institutional investment managers, as of March 2025.
Media enquiries:
Joseph Ogilvie, Australian Retirement Trust, 0429 275 286
Kate Cheung, State Street Investment Management, +852 3356 1103, kate.cheung@statestreet.com
About Australian Retirement Trust
Australian Retirement Trust is one of Australia’s largest super funds. More than 2.4 million Australians trust us to take care of over $350 billion of their retirement savings. We’re here to help our members retire well with confidence, focused on strong long-term investment returns, low fees and the information and access to advice our members need to manage their super and retirement.
About State Street Investment Management
At State Street Investment Management, we have been helping to deliver better outcomes to institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over US$5 trillion in assets managed*, clients in over 60 countries, and a global network of strategic partners, we use our scale to create a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go.
* This figure is presented as of 30 June 2025 and includes ETF AUM of US$1,689.83 billion of which approximately US$116.05 billion in gold 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 Investment Management are affiliated. Please note all AUM is unaudited.
Important Risk Disclosures
State Street Global Advisors, Australia, Limited (ABN 42 003 914 225) ("State Street Global Advisors") is the holder of an Australian Financial Services License (AFSL Number 238276) and the Australian asset manager in collaboration with Australian Retirement Trust. State Street Global Advisors is the Australian asset management business of State Street Corporation. State Street Investment Management is a brand of State Street Global Advisors. This material is general information only. Investing involves risk including the risk of loss of principal.
This material is general information only and does not take into account your individual objectives, financial situation or needs and you should consider whether it is appropriate for you. Investing involves risk including the risk of loss of principal.
There is no representation or warranty as to the current accuracy of this material, and State Street shall have no liability for decisions based on such information.
The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without State Street and ART’s express written consent.