Front-to-middle office investment management system for asset managers
Deloitte alliance
Banking & Core Banking
- Starting at
- Contact for quote
- Vendor size
- 33,783
- Customers
- —
State Street
Deloitte allianceState Street is a financial services company providing custody, investment servicing, investment management and investment technology, including Charles River Development.
- Headquarters
- Boston, US
- Founded
- 1792
- Employees
- 33,783 (2016)
- Size
- 10,000+
- Stock exchange
- NYSE: STT
- Revenue (USD)
- 12.1B
Deloitte alliance listings:
State Street
Company profile
State Street provides custody, fund accounting and administration, middle-office and data services to institutional investors, and manages assets through State Street Global Advisors. Its State Street Alpha platform combines Charles River's front-office investment management system with servicing and data. It is one of the world's largest custodians, buying and partnering primarily with asset managers, asset owners and insurers.
- Ownership
- Publicly listed · NYSE: STT
- Employees
- 50,000+
Industries served
Key offerings
State Street AlphaCharles River Investment Management SolutionCustody and fund administrationState Street Global Advisors (SPDR ETFs)
Typical use cases
- Front-to-back investment operating model consolidation
- Outsourced fund accounting and middle-office operations
- Investment data management for portfolio analytics
Strengths
- Scale as one of the largest global custodians
- Integrated front-to-back offering via Alpha and Charles River
- Deep institutional investment data and servicing expertise
Considerations
- Relevant mainly to asset managers, owners and insurers
- Large outsourcing transitions are long and complex
- Operates under heavy banking regulation and capital constraints
Typical Deloitte services
- Investment operations target operating model design
- Front-to-back platform implementation and data migration
- Regulatory and data governance programs for asset managers
Editorial profile based on public information.