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State Street, Wharton to publish wealth studies

FWR Staff May 16, 2005

State Street, Wharton to publish wealth studies

Investment manager and business school vow to improve wealth-market research. The Wharton School and State Street Global Advisors (SSgA) are teaming up to publish research intended to foster greater wealth management acumen among financial advisors and other investment professionals.

“The ability to combine SSgA's vast knowledge together with Wharton's should result in the highest quality wealth management research reports,” says Gus Fleites, head of SSgA's Advisor Strategies group. “This relationship represents an incredible opportunity to provide our clients with valuable investment insights that they can use to cultivate and enhance their businesses.”

SSgA will work with Knowledge@Wharton, Wharton’s online research and business analysis journal, to produce reports aimed at improving the quality of practical wealth management research for financial professionals. The reports, which are slated to appear at least quarterly, will be available at Knowledge@Wharton’s website. The first report is due out early in 2006.

The alliance “combines the expertise and intellectual resources of [SSgA] with the research and distribution capabilities of Knowledge@Wharton,” says Knowledge@Wharton’s editor Mukul Pandya. “The resulting research will add significant value to the rich content that Knowledge@Wharton makes available to the global business community.”

SSgA is the investment management group of Boston-based State Street Corporation.

The Wharton School of the University of Pennsylvania is one of the best-known business schools in the world. –FWR

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