State Street Global Services

Investment Analytics

Analytics Services

Overview

Our comprehensive analyses provide you with a clear view into all of your investments — traditional and alternative — including those assets custodied by a third party.

These services include:

Performance Attribution

We provide detailed analyses of your portfolio composition, performance results and underlying exposures for US equity, global equity and fixed-income portfolios and aggregates. In our intuitive, graphical user interface you can view all of your investment and performance details including market capitalization, P/E ratio, duration, and quality in both base and local currencies.

Trade Cost Analysis

Examination of trading costs for global and US equity and fixed-income securities can help you reduce trade costs, identify outliers, and meet fiduciary and best-execution obligations. Our analysis, provided by Elkins/ McSherry (a wholly owned State Street company), measures three main trading cost components — commissions, fees and market impact — against a universe representing live trade data compiled from more than 300 large institutions across the globe.

Alternative Investments

We offer one of the industry’s broadest and most comprehensive suites of performance measurement and analysis tools for real estate, private equity and hedge funds. Analytic tools cater to the unique nature of each respective investment type, and include analysis at the fund level down to the underlying holdings. Professionals with industry expertise provide you with consultative services ranging from executive summary reporting and portfolio analysis to investment monitoring and due-diligence assistance.

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