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See below for a listing of State Street's key partners and affiliates. Visit
each individual Web site for more detailed information.
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A State Street Global Alliance Company
Advanced Investment Partners is a U.S. equity investment firm focused on providing
value-added investment products to the institutional investment industry through
the development and application of advanced computational finance techniques.
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A State Street Global Alliance Company
Asian Direct Capital Management provides investment advisory services to institutions
seeking to invest in private equity in Asia. These advisory services include
sourcing, managing, monitoring and executing private equity investments in Asia.
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State Street owns a majority interest in Bel Air Investment Advisors LLC, a
Los Angeles-based investment management firm specializing in serving the ultra-high-net-worth
individual market. Founded in 1997 and with more than 100 years of industry
experience among its partners, Bel Air provides financial advice that focuses
on a large cap US equity core strategy and an active management approach to
fixed income securities. Bel Air caters to wealthy individuals, families, trusts
and foundations with USD 10 million or more in investable assets.
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Jointly owned by State Street and Citigroup, CitiStreet, LLC is one of the
nation's largest defined contribution service providers. Offering an impressive
range of products and services, including total benefits outsourcing, for defined
contribution, defined benefit as well as health and welfare plans, CitiStreet
has the experience, financial strength and leading-edge technology that institutions
count on to meet their business and employee benefit plan goals.
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State Street forged a strategic alliance with the Industrial and Commercial
Bank of China (ICBC) in 2000, after building a strong relationship with them
since 1998. ICBC is the largest state-owned commercial bank in China and the
sixth largest bank in the world in terms of capital. This important alliance
leverages the two organizations' respective strengths and significantly advances
State Street's presence in China's rapidly growing and evolving institutional
investor community.
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A State Street Global Alliance Company
Innovest Strategic Value Advisors, Inc. is an internationally recognized investment research and advisory firm. Innovest specializes in analyzing companies' performance on environmental, social and strategic governance issues, with a particular focus on their impact on competitiveness, profitability and share price performance.
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A State Street Global Alliance Company
Pallada Asset Management is a Moscow-based asset management firm offering mutual
funds and investment advisory services to Russian and international investors.
As Russia's first company to offer Russian mutual funds to Russian investors,
Pallada utilizes western methods of financial analysis in managing its portfolios.
Because State Street owns a majority interest in Boston Capital Management,
Inc., a holding company and sole owner of Pallada, we have a foothold in this
rapidly growing marketplace.
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A State Street Global Alliance Company
London-based Rexiter Capital Management Limited specializes in fundamental-based
global, regional and country-specific emerging market strategies. Utilizing
a fundamental approach to investment at both the market and stock level, Rexiter
provides separate and pooled investment strategies for institutional clients,
including a number of large pension and endowment funds, corporate clients and
a U.S. mutual fund.
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A State Street Global Alliance Company
Shott Capital Management, LLC is a specialist in post-venture distribution management. The firm manages the sale of in-kind distributions of public securities distributed from private equity investments.
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A State Street Global Alliance Company
SSARIS Investment Advisors, LLC is a quantitative asset management company
whose mission is to design and create absolute return investment strategies
that provide competitive performance with reduced volatility and beta.
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A State Street Global Alliance Company
The Tuckerman Group, LLC provides real estate investment management solutions
for clients seeking a competitive and attractive investment alternative. This
specialized investment firm oversees the investment of REIT funds for institutional
and high-net-worth investors both on an active and passive basis. The firm also
provides innovative investment opportunities in direct real estate through new
development and value enhancement strategies.
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A State Street Global Alliance Company
A joint venture between DuPont Capital Management and State Street, Wilton
Asset Management, LLC was formed to assist investors seeking specialized expertise
to participate in a private equity investment program.
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Boston Financial Data Services, Inc. (BFDS), a joint venture
of State Street and DST Systems, Inc., is a leading provider
of high-quality shareholder services to the U.S. mutual fund
and retirement plan markets. The company’s services
include recordkeeping, transaction processing, reporting,
regulatory compliance, and reconciliation and control.
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In August 1999, State Street and the Commonwealth Bank of Australia (CBA) entered
into a strategic alliance to jointly service indigenous Australian pension clients.
Under the terms of the alliance, CBA is responsible for providing domestic custody
and local fund accounting/administration services, with State Street providing
global custody services. The agreement helps State Street hone its back- and
middle-office outsourcing solutions for investment managers in the Australian
market.
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A wholly-owned subsidiary of State Street, Elkins/McSherry is a leading trading cost consultant, monitoring costs for many of the world's largest pension plans, investment managers and broker/dealers. Utilizing specialized reports, Elkins/McSherry provides trading efficiency analyses that determine the relative cost to trade on various stock exchanges globally and the effectiveness of trades and brokers. Through Elkins/McSherry, State Street offers clients expertise and credibility in transaction cost measurement, an increasingly important tool for global investors.
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International Financial Data Services (IFDS), a joint
venture of State Street and DST Systems, Inc., offers the
global collective investment industry specialized
shareholder and investor servicing solutions to ensure fund
managers have the technological and servicing edge to excel
in their core business. Serving Canada, United Kingdom,
Europe and Asia, the company’s services include advanced
investor recordkeeping, ebusiness, reporting and workflow
management in multiple languages and currencies.
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International Fund Services (IFS), acquired by State Street in July 2002, is a leading provider of fund accounting and administration services as well as trade support and middle-office services for alternative investment portfolios. The acquisition of IFS extends State Street's capabilities in serving the expanding requirements of sophisticated global investors who are increasingly allocating a larger share of their assets under management to non-traditional investments, including hedge funds.
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Princeton Financial Systems, Inc., a wholly-owned subsidiary of State Street,
was formed in 1969 with a focus on developing, deploying and maintaining investment
systems for portfolio accounting. A leading provider of investment management
and accounting systems for institutional investors worldwide, Princeton developed
the industry-leading PAM® system, a state-of-the-art portfolio accounting
and management database.
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State Street Associates, LLC (SSA) is a partnership of industry and academia
dedicated to delivering investment managers preeminent research in global asset
allocation and currency management — unrivaled in the industry today. State
Street Associates' products are available as analytical tools delivered over
the State Street Global Link® platform or through advisory and
investment management relationships. They serve as essential assets for global
investors at all stages of the investment process.
Blending the global assets, experience and intellectual capital of State Street
Corporation, Windham Capital
Management Boston, LLC and FDO
Partners, LLC, State Street Associates provides leading-edge portfolio flow
research, optimization and risk management technology, currency management in
both developed and emerging markets, and global asset allocation.
FDO Partners is dedicated to providing world-class currency and country investment
management and advisory services. Windham Capital Management Boston provides
investment management and advisory services to the institutional investment
community — specializing in currency management, global asset allocation and
risk analysis.
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A State Street Company
The WM Company, a wholly-owned subsidiary of State Street, is a world leader in performance measurement and investment administration services. Located in the U.K., the WM Company collects and analyzes large amounts of financial data to help clients make informed investment decisions.
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