State Street Corporate

Corporate Overview

Corporate Fact Sheet

Facing the future with confidence

State Street is a leading financial services provider serving some of the world’s most sophisticated institutions. We offer a flexible suite of services that spans the investment spectrum, including investment management, research and trading, and investment servicing.

To succeed in today’s complex, dynamic marketplace, institutional investors need more than a service provider. They need a strategic collaborator. Our expertise — along with our unique combination of consistency and innovation — help clients manage uncertainty, act on growth opportunities, enhance client service and optimize cost structures. Confidently.

An industry leader

State Street’s singular focus on serving the needs of institutional investors is one of its key competitive differentiators. With US$21.8 trillion in assets under custody and administration, and US$1.9 trillion* under management as of December 31, 2011, State Street is an industry leader and innovator — setting standards with new products and services, and expanding the depth and breadth of client relationships. Our longstanding reputation as a capable and experienced service provider consistently positions us at the top of industry rankings:

  • Best online bank among FX trading systems (Currenex)
    Global Finance, 2011 Best Foreign Exchange Providers

  • No. 1 provider of US mutual fund custody and accounting services
     2011 Mutual Fund Service Guide

  • No. 1 US institutional tax-exempt assets
    Pensions & Investments, September 19, 2011

  • No. 1 servicer of alternative assets globally
    ICFA Alternative Fund Administration Survey May 2011

  • No. 2 servicer of private equity assets globally
    ICFA Alternative Fund Administration Survey May 2011

  • No. 2 servicer of real estate assets globally
    ICFA Alternative Fund Administration Survey May 2011

  • No. 2 servicer of hedge fund assets globally
    HFN.net Q4 2010 Hedge Fund Administrator Survey

  • Most Recognized ETF Brand
    exchangetradedfunds.com, 2011 Global ETF Awards

A tradition of financial strength

State Street’s history of strong, solid financial performance is supported by our leadership role in developing the industry's leading products and services for global investors:

  • Operating-basis earnings per share growth of 7.0% compounded annually over the 10 years of 2001-2011**

  • Operating-basis return on shareholders’ equity of 9.9% in 2011**

  • Total assets under custody grew from $6.2 trillion in 2001 to $15.9 trillion in 2011

  • Total assets under management grew from $775 billion in 2001 to $1.0 trillion in 2011

A global footprint

With more than 29,000 talented and dedicated employees all over the world***, State Street offers a global perspective backed by local industry expertise. We maintain operations in 29 countries covering all major investment centers. Our network spans more than 100 geographic markets, facilitating our clients’ investment strategies wherever they see opportunity.

By leveraging the strength of a global network and an integrated technology infrastructure, we provide our clients with a worldwide platform for growth, creating custom-tailored solutions that can support even the most complicated investment strategy in virtually any market.

A focus on relationships

At State Street, we understand that each investor's needs are unique. We work closely with our clients to identify key challenges and opportunities — building long-term relationships, establishing effective growth strategies, and providing the right mix of products and services to support their changing goals.

No matter where our clients choose to invest — or how complex their needs — we are committed to providing global investors with the flexibility and integrated products and services that help them succeed.


*This AUM includes assets of SPDR Gold Trust (approximately $63 billion as of December 31, 2011), for which State Street Global Markets, LLC, an affiliate of State Street Global Advisors serves as the marketing agent. 
**Operating-basis results as defined in State Street’s SEC filings
***As of December 31, 2011

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Quarterly Fact Sheet

Quick Facts
Industry Leadership
  • Listed on both the World and North America Dow Jones Sustainability Indexes (DJSI) for the fourth consecutive year
  • Strong securities lending program, with more than $2.2 trillion in lendable assets
  • $16 trillion of volume traded in 2011
Financial Performance
  • $21.8 trillion in assets under custody and administration
  • $1.9 trillion in assets under management
  • Revenue of $9.6 billion in full-year 2011
  • 36 percent of State Street's revenue is derived from non-US sources
  • 75 percent of new revenue is derived from expanding relationships from existing clients
Company Highlights
  • Founded in 1792
  • Ticker Symbol: STT
  • More than 29,000 employees
  • Offices in 29 countries serving more than 100 markets
  • Our 25 largest clients use an average of 16.76 of our products, while our top 100 clients use and average of 14.38 State Street products