Investment Servicing
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Asset Owners

The Road to Retirement

Generational shifts mean there are more retirees depending on pension funds than there are workers to support them. Use our data visualization tool and research to pinpoint where each generation falls across the globe and to better understand how pension funds
are responding to the retirement challenge.


We give asset owners and managers as much or as little support as they need. We cover core custody, accounting, fund administration and shareholder recordkeeping.

Outsource all your investment operations to us. Rely on us to service complex alternative assets like over-the-counter derivatives, private equity and real estate.

And make better-informed investment decisions with our analytics and performance measurement tools.

Industry Trends

Getting to Data Dexterity

Eight out of ten investment organizations view data and analytics as one of their top priorities.

Advanced data tools and practices will be one of the most powerful agents of change in the investment industry over the next decade. Mastering data is both a huge challenge and opportunity. Investment organizations with the right data practices in place will have a significant competitive advantage.

*Source: State Street 2014 Data and Analytics Survey, conducted by Longitude Research


Scott Fitzgerald
Leading through Governance  

Advance Your Governance Approach

In a market full of complexities, pension funds are evolving their approach to governance as they upgrade capabilities and look for new investment opportunities. Scott Fitzgerald, head of sector solutions for the Americas and global alternatives, shares six steps governance leaders are taking in their long-term strategy.


Operational Risk Practices

Telling a Stronger Story

Not only do operational risk management practices help an organization make better decisions, they can be a value-add for revenue generation. Our survey found that organizations with a strong operational risk function have a stronger story to tell as part of their client proposition.