Keep pulling the thread on Lori Heinel.
Lori Heinel oversees $5.7 trillion in assets at State Street Investment Management as of the end of 2025.
State Street's ETF and index business experienced record net inflows of $180 billion in 2025.
Since Yixin Huang became CEO in 2022, State Street has aggressively launched new products, including partnerships with Bridgewater and Apollo.
State Street believes the Federal Reserve will likely keep interest rates on hold for the remainder of the year and does not anticipate rate hikes.
State Street's management fees increased by 13% in 2025.
The net incremental dollar flowing into investment products is increasingly coming from retail clients globally.
State Street was selected as the default investment option for the Trump accounts.
Much of the alpha generated by active fixed income managers is attributable to either taking on more credit risk or extending duration.
State Street has approximately $200 billion in actively managed assets.
Approximately 65% of State Street's active investment strategies are outperforming their benchmarks on a trailing one and three-year basis.
State Street launched PRIVE, a private credit product in collaboration with Apollo, which offers investment-grade credit issued in private markets.
State Street advocated for clients to hold a position in gold for six to seven years prior to its recent run-up, based on a low interest rate environment where fixed income was unlikely to provide diversification.