Business mix
- It offers custody, accounting, and fund administration services for traditional and alternative assets, as well as multi-asset class investments.
- The company also provides the State Street Alpha platform that combines portfolio management, trading and execution, analytics and compliance tools, and advanced data aggregation and integration with other industry platforms and providers.
- In addition, it offers investment management solutions, such as strategies across equity, fixed income, cash, multi-asset, and alternatives; and ETFs, custom indexed, managed funds, and mandates.
- The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, wealth managers, investment managers, foundations, and endowments.
Current key questions
- Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in asset management?
- How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
- Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?