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Open architecture.

One platform.

State Street Alpha helps you manage all of your investment products and business lines in one place. With easy access to aggregated data, analytics and real-time insights, you can collaborate with confidence, work faster and make better decisions.

One source for data and analytics. Imagine what you can do.

Streamlined data management

Curate data more effectively and say goodbye to fragmented workflows.

Access trusted providers

Gain choice and flexibility with our growing ecosystem of third-party providers.

Collaborate more effectively

Enhance efficiency by connecting data from multiple sources.

Reduce financial risk

Gain peace of mind with enhanced monitoring and improved data accuracy.

Improve real-time decision-making

Make smarter choices based on a single source of truth.

Explore new opportunities

Outsource core functions. Open pathways for growth.

Alpha Data Platform

Consistent workflows.
Holistic views.

Alpha’s flexibility, customizable toolset and open architecture deliver integrated data, technology and collaboration capabilities to support your specific needs and goals.

For investment managers

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

For pensions and official institutions

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

For wealth managers

Manage all wealth products on a single enterprise platform.

For ETF issuers

Manage the entire ETF life cycle on a single platform from front to back.

For insurers

Support increasingly complex portfolios and adapt to the shifting regulatory landscape.

For private markets

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

Is Alpha right for you?

Answer a few questions to uncover how our platform can transform your business.

The high-quality, scalable operating model we gain with Alpha will help us provide best-in-class services to our portfolio managers and supporting functions. Because the platform lets us expand connectivity with custodians and brokers, we can improve our client servicing.

Felix Lenhard

COO, Member of the Global Executive Board at Vontobel

Article

How State Street Alpha’s Strategic Partnerships Can Benefit your Business

Our partner ecosystem enables clients to seamlessly access external data and analytics, applications and liquidity venues that support the demands of their product and asset class mix.

Press Release

Vontobel Asset Management Transitions Front-to-Back Investment Servicing to State Street Alpha

January 2021
State Street Corporation and Vontobel announced they have entered into a multi-year service agreement.

Read Press Release

Manage and interpret your data at scale.

State Street Alpha’s open architecture platform provides seamless access to investment data from both internal and third-party services.

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

State Street 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.

State Street Alpha platform diagram - Front office

Front-office capabilities:

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

FINCAD®, MSCI, Northfield, Qontigo, YieldBook
Liquidity and trading partners:

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

Microsoft®, Snowflake®

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.

State Street Alpha platform diagram - Middle office

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®

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.

State Street Alpha platform diagram - Back office

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®

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.

State Street Alpha platform diagram - Partners

Technology partners:

Microsoft®, Snowflake®

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.

State Street Alpha platform diagram - Front office capabilities

State Street Alpha platform diagram - Middle office capabilities

State Street Alpha platform diagram - Back office capabilities

State Street Alpha platform diagram - Partner ecosystem

State Street Alpha platform diagram - data platform services

Speaking of Alpha

Empowering Asset Managers through Data Driven Transformation

Data is central to an asset manager’s investment process. An effective data management strategy can help firms uncover new insights, better serve emerging stakeholder requirements, and bring new products to market faster.

We're excited by the steps that Charles River is taking to deploy software and technologies to clients more quickly, and how that will help us move forward faster.

Ewen Melling

Head of Technology Delivery

The heart of State Street Alpha platform is our front- and middle-office technology, Charles River IMS, working seamlessly with our middle- and back-office services. Clients in more than 30 countries rely on Charles River IMS to manage more than US$30 trillion* in assets.

Learn More at crd.com

Article

Speaking of Alpha: Helping Asset Allocators Become Data-Driven Organizations

Asset allocators increasingly require access to data on their investments, driven by stakeholder demands for greater transparency and a need to make timelier, better-informed allocation and de-risking decisions.

*As of February 2021

Learn more about what State Street Alpha can do for you.

Please provide your information and a member of our client services team will contact you promptly.