Speaking of Alpha

Accurate, Enterprise-Wide Cash and Positions with an Investment Book of Record

A conversation with Dick Taggart

September 2020

Maintaining and reconciling cash and position information across multiple custodians is a major operational task for many firms, requiring manual processing that often results in stale or inaccurate data.

We sat down with Dick Taggart, head of State Street AlphaSM Platform Solutions, for a discussion on the challenges of generating and disseminating real-time cash and positions. In this conversation, we explore how technology and service providers are helping firms tackle this issue and build a more resilient infrastructure that is better aligned with emerging regulatory requirements and the complexity of next-gen investment products.