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As an established and well-capitalised global leader, State Street can offer the guidance you need to achieve your business objectives — in any market environment.

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State Street in South Africa

State Street entered the European market in 1970. Since then, we’ve worked to strengthen and expand our presence in the region to better serve our clients. Today, with more than 10,000 employees* throughout Europe, the Middle East and Africa, we offer local investors a complete range of financial services across the investment spectrum, including investment servicing, investment research and trading, and investment management.

State Street has been servicing the South Africa investment market for more than 15 years, and today we have expanded our local presence to more than 100 employees in our Cape Town office. These dedicated professionals have in-depth experience in servicing the needs of our clients and are today providing middle- and back-office solutions for a wide range of investment products and services developed exclusively for local investors. In addition to their market knowledge, our employees bring you the wide range of integrated, scalable services and global capabilities offered by State Street. The South Africa region is a key component of State Street’s global growth strategy, and we are committed to further enhancing our business to meet the changing needs of clients in the region.

Investment Servicing

To help you keep up with the sweeping changes taking place in the financial industry — both worldwide and in South Africa— State Street brings you an array of flexible and customisable investment servicing solutions, including:

Global custody services

  • Fund accounting
  • Third-party and outsourced fund administration services including hedged share classes and performance fees
  • Investment manager outsourcing
  • Online client portal my.statestreet.com
  • Tax reporting
  • Investment performance and analytics
  • Cash management
  • Flexible client reporting
  • Securities lending
  • Foreign exchange and research
  • Transition management
  • Interim overlay strategies

 

These services support a wide range of complex structures including:

  • Unit trusts and other collective investment schemes
  • Life insurance funds
  • Pension and provident funds
  • Offshore funds
  • Handling of exchange and OTC derivatives

 

Our products and services, expertise and local knowledge, help clients stay focused on their core competencies, not on time-consuming administrative tasks.

Investment Research and Trading

We provide specialised research, trading, securities lending and innovative portfolio strategies with the goal of enhancing and preserving the value of your portfolio. We do this through proprietary portfolio and risk management technologies, trading optimisation and global connectivity across multiple asset classes and markets. Through our integrated global network, we offer diverse liquidity and crossing to facilitate cost-effective solutions that meet your needs. Our capabilities span foreign exchange, equities, fixed income and derivatives. Our transition management capabilities are designed to help reduce your overall transition costs minimise operational and portfolio risk during complex transitions and provide greater transparency.

You can also take advantage of our securities finance services. In the fast-changing, volatile global markets, you need to partner with a proven lending agent — one that is focused on the pursuit of strong and consistent returns in the context of conservative risk management, committed to programme transparency and best practice oversight, and dedicated to maintaining scale and global reach. 

We developed our enhanced custody model to give you more control over your assets and provide increased transparency. This service allows investors to engage in direct borrowing and financing from their own long positions, creating a more efficient and cost-effective way to service long/short strategies.

Investment Management

Through the corporation’s 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, State Street Global Advisors manages more than $2 trillion in assets** worldwide. We use this experience to create highly customised investment solutions that align with your distinct risk parameters.