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The first.
The only.

The most ambitious investment strategies rely on one essential platform to make them possible – State Steet Alpha.
By supercharging investment operations, Alpha enables firms to outpace the competition and excel in a new age of investing.

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What is Alpha

Turn disparate data into unrivaled insights

Streamline data management

Curate data more effectively and eliminate fragmented workflows

Access trusted providers

Gain choice and flexibility with our network of third-party providers

Collaborate more effectively new version

Tap into all the insights you’ll ever need

Expand your data universe and share information across ecosystems to uncover unique insights

Reduce financial risk

Achieve peace of mind with enhanced monitoring and superior data accuracy

Improve real-time decision-making

Make smarter choices based on a single source of truth

Reach a new standard of data confidence

Count on AI-powered error detection and real-time data to bring speed, agility and precision to every action

Alpha Data Platform

Call to Action

BMO GAM on ALPHA

Call to Action

Call to Action

Call to Action

Call to Action

BMO GAM on ALPHA

“BMO Global Asset Management has been a long-term partner of State Street. By adopting the State Street Alpha solution, we can provide our experienced investment teams with a market-leading end-to-end platform that will benefit the business both now and in the future.”

Bill Bamber

CEO, BMO Global Asset Management

Successful Implementation of State Street Alpha for BMO Global Asset Management

State Street Corporation today announced a successful implementation of State Street Alpha, its front-to-back asset servicing platform for institutional investment and wealth managers, with BMO Global Asset Management.

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Challenger Selects State Street as Custodian and Back-, Middle- and Front Office Investment Administrator Through State Street Alpha

The mandate reaffirms our front-to-back proposition which brings value, scale and efficiency to our clients who are looking to accelerate their own growth and transformation. It also further cements our position as a leading provider of choice for large, sophisticated transactions.

Read Press Release

How it works

Relentless cross-lifecycle innovation

Alpha is moving the industry forward with uncompromising innovation, delivering revolutionary technology, software and AI-driven advancements, so our clients can stay ahead of the curve.

Front office

Work seamlessly across your organization with real-time, data-driven insights.

Alpha empowers portfolio managers, traders and risk teams with a shared view of holdings, exposures and orders. Using a trusted data source and integrated portfolio analytics, you can manage risk more effectively, surface investment opportunities faster and source liquidity across asset classes.

Front-office capabilities:

Portfolio construction, risk analytics, trading and compliance.
Portfolio and risk analytics partners:

MSCI, Qontigo, FactSet, YieldBook, Northfield
Liquidity and trading partners:

MarketAxess, Tradeweb, Trumid, Liquidnet, LTX, FXConnect, 360T, Luminex
Technology partners:

Microsoft®, Snowflake®

Middle office

Minimize manual processing and collaborate more effectively.

With Alpha, operations teams reduce failed trades and settlement issues by automatically routing orders and allocations to counterparties in real time. Alpha’s investment book of record provides your front office with real-time cash and positions and minimizes your dependence on custodians and outsourced asset servicers.

Middle-office capabilities:

Autonomous position management, corporate actions processing, collateral management, performance measurement/attribution, flexible account structure support, post-trade settlement, securities lending
Middle-office and post-trade partners:

AcadiaSoft, Broadridge®, Cassini Systems
Technology partners:

Microsoft®, Snowflake®

Back office

Turn custodial data into the fuel that powers decision-making in your front office.

Alpha accelerates decisions and enhances returns by providing portfolio managers with a clear, real-time view of unpledged collateral and securities on loan. With integrated transfer agency data, you can activate cash faster and manage redemptions to minimize portfolio impact. Automated straight-through processing makes your organization hum, while lowering operational risk.

Back-office capabilities:

Client reporting, investment accounting, regulatory reporting, transfer agency
Back-office partners:

Client reporting providers, global and regional custodians, investment accounting providers
Technology partners:

Microsoft®, Snowflake®

Partner ecosystem

Gain choice and flexibility with our growing community of third-party partners.

Our partner ecosystem helps you access the external data and analytics, applications and liquidity venues that support the changing demands of your product and asset class mix. Public application programming interfaces (APIs) streamline connectivity to custodians, algo providers, accounting and post-trade systems, and regulatory reporting utilities.

Technology partners:

Microsoft®, Snowflake®

Data platform and services

The Alpha Data Platform and Alpha Data Services provide a foundation for sound decision-making by capturing, curating and distributing data across your investment process.

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Benefits of a central data platform

When deployed as part of a wider business transformation strategy, a central data platform will yield significant benefits for your enterprise:

Promote data-driven business culture

with a trusted and consistently high-quality data foundation and modern capabilities that inspire staff to embrace new ways of working

66%

believe in the importance of building workforce expertise to evolve with new technology and analytical tools*

Target aggressive growth

using self-service analytics and AI to enhance and streamline processes as you balance portfolio risk, onboard new asset classes, and deliver sustainable investment returns

72%

rate data management and analysis capabilities as important sources of competitive advantage*

Accelerate time-to-value

by breaking down departmental silos, eliminating manual tasks, arming staff with valuable insights, and empowering everyone to make faster, better-informed decisions

62%

think their organization is wasting time on manual processes and outdated systems*

Enable enterprise-wide transformation

with a secure and compliant platform that can be adopted at scale and tailored to the needs of different stakeholders to drive strategic outcomes

74%

of investment firms are investing in cloud-based data storage and analysis*

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66%

believe in the importance of building workforce expertise to evolve with new technology and analytical tools*

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72%

rate data management and analysis capabilities as important sources of competitive advantage*

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62%

think their organization is wasting time on manual processes and outdated systems*

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74%

of investment firms are investing in cloud-based data storage and analysis*

Artificial intelligence backed by real intelligence

What happens when you rigorously integrate AI into the premier front-to-back trading platform? Your capabilities suddenly become a whole lot more capable. State Street is uniquely positioned with the skills, resources and scale to architect the financial infrastructure of the future. And the best part is, it starts in the here and now.

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Top

Institutional Investment Platform. Annual FinTech Breakthrough Awards, March 2024

No.1

New Product: Alpha AI Data Quality Platform. Markets Choice Awards, May 2024

1st

Cloud-Based Front-Office Solution. Fund Intelligence Operations & Services Awards, February 2024

Winner

Innovation in Front-to-Back-Office Service Award. Global Custodian, May 2024

Best

Front-Office Data Management Tool. Fund Intelligence Operations & Services Awards, February 2024

#1

Technology Provider for Asset Management and Servicing. Asia Asset Management Awards, March 2024

Institutional Investment Platform. Annual FinTech Breakthrough Awards, March 2024

New Product: Alpha AI Data Quality Platform. Markets Choice Awards, May 2024

Cloud-Based Front-Office Solution. Fund Intelligence Operations & Services Awards, February 2024

Innovation in Front-to-Back-Office Service Award. Global Custodian, May 2024

Front-Office Data Management Tool. Fund Intelligence Operations & Services Awards, February 2024

Technology Provider for Asset Management and Servicing. Asia Asset Management Awards, March 2024

Technology3
Services4

tech and services illustration - circular image with alpha text and colorful lines

Alpha Data Platform is our enterprise, cloud-native, data foundation with AI at its core – enabling investment firms to leverage the breadth of internal and external data for faster time to insights.3

Enhance data quality and accuracy with AI-powered validation3
Detect anomalies 25x faster than existing static-based rules3
100% error detection rates and 87% reduction of false alerts3

Who it’s for

For investment managers

Operate from a complete, real-time view of positions, exposures and cash

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Redefining institutional investing

With Alpha at the center of your investment operations, firms are empowered to drive growth, maximize potential and uncover new opportunities in every market.

For investment managers

Operate from a complete, real-time view of positions, exposures and cash

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For pensions and official institutions

Make timelier, better-informed asset allocations aligned with your investment policies

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For ETF issuers

Control the entire ETF life cycle on a single platform

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For insurers

Support increasingly complex portfolios and adapt to emerging regulations

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For private markets

Deploy capital more efficiently and manage your entire deal cycle on one platform

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Ready to optimize your investment operations?

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The first.The only.

What is Alpha

Call to Action

Call to Action

Call to Action

Call to Action

Call to Action

Successful Implementation of State Street Alpha for BMO Global Asset Management

Challenger Selects State Street as Custodian and Back-, Middle- and Front Office Investment Administrator Through State Street Alpha

Relentless cross-lifecycle innovation

Front office

Middle office

Back office

Partner ecosystem

Data platform and services

Benefits of a central data platform

Promote data-driven business culture

Target aggressive growth

Accelerate time-to-value

Enable enterprise-wide transformation

Artificial intelligence backed by real intelligence

Technology3

Services4

Who it’s for

For investment managers

For investment managers

For pensions and official institutions

For ETF issuers

For insurers

For private markets

Ready to optimize your investment operations?

The first.
The only.