08/05/2013
UCITS Celebrates 25th Anniversary
To celebrate the 25th Anniversary of UCITS, State Street has co-sponsored a special commemorative publication. The publication, "UCITS XXV", tells the history of The Undertakings of Collective Investment Transferable Se...
07/02/2013
Keeping You Ahead Of The Changing Marketplace
Fast-moving global markets continued to put pressure on the financial services industry in 2012. Growing investor demands, widespread regulatory reform and new demographic trends increased complexity across the industry....
29/01/2013
A Look at State Street Cash Manager™
Since 2006, State Street’s Securities, Banking and Treasury Management Services group (SBTMS) has been providing a comprehensive framework for reporting, research and payment management solutions. Joyce O’Connor, SBTMS v...
06/11/2012
Technology’s True Cost for Wealth Managers: The Case for Outsourcing
Rising operating costs represent a steep challenge for today’s wealth management firms, with technology costs being a major driver behind this trend. Faced with the imperative to boost investment returns in a volatile en...
26/09/2012
Wealth Management and Data Aggregation: A Successful Strategy
By Michael Tropeano, CFA, and Peter Amato Today’s wealth managers must have a comprehensive data aggregation strategy to provide clients with a complete picture of their net worth. The proliferation of external data sou...
26/09/2012
Gauging Your True Wealth Management Operating Costs
The Key to Enhanced Client Service By Michael Tropeano, CFA and Peter Amato As wealth managers face unprecedented client demand for expanded support, rising operating expenses are becoming a growing concern and distrac...
25/09/2012
Implementing Swaps Regulation: More Challenging Than Expected
In 2009, enhanced trade transparency and mitigation of risk for swaps were the main tenets of the G20 Pittsburgh commitment. Today, these objectives seem even more relevant than when the agreement was originally signed. ...
27/08/2012
Outsourcing for Opportunities
Leveraging external technology resources pays off By Michael Tropeano and Peter Amato The current financial environment is complex and challenging, with wealth firms competing to improve profitability while increasing t...
23/08/2012
Collective Investment Funds: The Outsourcing Solution for Trust Companies
As trust companies look for new opportunities to expand their product offerings, collective investment funds — including both common and collective trusts — are increasing in popularity. While these funds offer important...
30/07/2012
Data Aggregation: An Important Strategy for Wealth Management Services
By: Michael Tropeano, CFA and Peter Amato For today’s wealth managers, a comprehensive data aggregation strategy is critical to providing clients with a complete picture of their net worth. With the proliferation of ext...