Investment Servicing

The Two-Minute Guide to Liquid Alternatives

More liquidity. More transparency. And fee structures more like mutual funds. It’s easy to see why liquid alternatives appeal to retail and institutional investors alike.

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

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

Can DIY Portfolios Do the Business?

DIY Time for Pension Funds?

Returns are under pressure and funding gaps are growing. One way pension funds are combatting that is by managing more of their portfolios themselves. We talked to more than 130 senior pension fund executives around the world and found that this DIY approach extends to every corner of operations and governance. But how far can they go it alone and where do they need outside experts?

**State Street 2014 Asset Owner survey, conducted by Economist Intelligence Unit in August 2014.

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The Technology Challenge

On Top of Tech?

On top of tech

Technology is a potential game changer. Insurers are using it to understand new customer segments, design innovative products and upgrade investment tools. But legacy IT issues persist. And only 3 out of 10 insurers say their technology strategies line up with their business goals.

Our research explores what it takes to become a technology innovator — and how to overcome obstacles that get in the way.

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What's New?

Keep Up to Speed

Regulations never stop changing. We’re here to help you keep pace. Check out our latest Regulatory Insights bulletin to stay up to date with developments in Europe. And stay in touch with changes to global guidelines.