State Street in Canada

Get the guidance you need to achieve your business objectives in any market environment.

Since 1981 when we were selected as custodian for the US equity portfolio for a large Canadian pension plan, we’ve been working with our clients across Canada to support their unique needs. In 1990, we opened our Toronto office, and since then we’ve added offices in Montreal and Vancouver. Today, with more than 1,200 employees* throughout the country, we offer fund managers a complete range of financial services across the investment spectrum, including investment servicing, investment research and trading, and investment management.

Tools and support you need to run your business

In a rapidly changing marketplace, the strength and stability of your financial services provider is more important than ever. Because of our singular focus on institutional investors, we’ve developed an in-depth understanding of your needs. We combine that knowledge with decades of experience serving institutional investors of all types and sizes. Our local professionals are well versed in the legal and regulatory requirements that impact your business, such as IFRS, and our products and services help you in your attempt to ensure you are in compliance with changing regulations.

Working with us, you’ll have access to the local market knowledge of our experienced professionals, as well as capabilities and services that are highly scalable and truly global. More importantly, you benefit from our unwavering client focus and commitment to your success.

Investment Servicing

To help you keep up with the sweeping changes taking place in the financial industry — both worldwide and in Canada — we bring you an array of flexible and customizable investment servicing solutions, including:

  • Benefit payments
  • Cash management
  • FATCA reporting services
  • Fund administration and reporting
  • Flexible, customized information delivery via
  • Global custody and accounting
  • Investment performance and analytics, including compliance reporting
  • Transfer agency services
  • Valuations

A recognized leader in technology development, we deliver investment servicing solutions through innovative, secure technology platforms that streamline data processing, save time and resources, and help reduce risk. Our multicurrency custody and accounting platform was the first of its kind in the industry and today it supports clients’ investments in all major currencies. And clients worldwide rely on to access data, tools and products to manage their financial information. The portal packages data for fast and easy review, and lets you customize the way your information is presented, from a high-level overview down to the details, incorporating your data more effectively into your workflow.

These products and services, combined with our expertise and local knowledge, bring transparency to the investment process and enable the owners or managers of invested assets to measure, evaluate and objectively interpret their investment performance.

Investment Research and Trading

State Street Global Markets, our investment research and trading arm, helps enhance and preserve our clients’ portfolio values through original flow-based research, proprietary portfolio and risk management technologies, trading efficiencies and global connectivity. We back our trading and securities lending with our own technology to manage risk, and with flow research that shows how investors are behaving.

Investment Management

Through our investment management business, State Street Global Advisors, we provide you with the disciplined, systematic investment strategies you need to achieve your investment goals.

As one of the world’s largest managers of institutional assets, SSGA manages more than CAD$2.6 trillion in assets** worldwide. We leverage this in-depth expertise and decades of experience to create highly customized investment solutions that align with your distinct risk parameters.

Data and Analytics

State Street Global Exchange (SSGX) combines information and insights, investment analytics and data solutions to help you zero in on the opportunities and actions that will generate the most value. We help asset owners and managers decide a strategy and put it into action. We offer research and advice that give you insight. And we offer information and data management plus analytics that help you plot those results and manage risk.

Products and services outlined herein are offered to institutional investors through State Street Bank and Trust Company and State Street Global Advisors, Inc., and affiliates, and may not be available in all jurisdictions. Please contact your sales representative for more information.