SSGA

State Street Global Advisors Launches SPDR® Nuveen Municipal Bond ESG ETF

Retrieved on: 
Tuesday, April 5, 2022

State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), today announced the launch of the SPDR Nuveen Municipal Bond ESG ETF (MBNE) .

Key Points: 
  • State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), today announced the launch of the SPDR Nuveen Municipal Bond ESG ETF (MBNE) .
  • For more information on the SPDR Nuveen Municipal Bond ESG ETF, visit www.ssga.com/etfs .
  • SPDR ETFs are sponsored by affiliates of State Street Global Advisors.
  • Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation.

Rathbone Funds Adopts Charles River® IMS and State Street AlphaSM Data Platform.

Retrieved on: 
Tuesday, April 5, 2022

Charles River Development, a State Street Company, today announced that Rathbone Funds (Rathbone Unit Trust Management Ltd), the London-based subsidiary of Rathbones Group Plc, has selected the Charles River Investment Management Solution (Charles River IMS) to support their equity, fixed income and multi-asset portfolio management, including managing its security and investment data on the State Street Alpha Data Platform (ADP).

Key Points: 
  • Charles River Development, a State Street Company, today announced that Rathbone Funds (Rathbone Unit Trust Management Ltd), the London-based subsidiary of Rathbones Group Plc, has selected the Charles River Investment Management Solution (Charles River IMS) to support their equity, fixed income and multi-asset portfolio management, including managing its security and investment data on the State Street Alpha Data Platform (ADP).
  • Charles River IMS enables investment firms to consolidate their investment process across asset classes on a single platform.
  • Rathbones adoption of Charles River IMS and Alpha Data Platform will empower their Funds business with faster insights, drive operational efficiencies, and support greater collaboration across investment teams, said Caroline OShaughnessy, Managing Director, EMEA, Charles River.
  • Together with State Streets middle and back office services, Charles Rivers cloud-deployed front office technology forms the foundation of State Street Alpha .

Annexus Retirement Solutions Announces Solution with State Street Global Advisors Aimed to Help Solve America's Retirement Income Crisis

Retrieved on: 
Thursday, March 31, 2022

SCOTTSDALE, Ariz., March 31, 2022 /PRNewswire/ -- Retirement income solution innovator Annexus Retirement Solutions announced today that it has joined forces with State Street Global Advisors, the world's 4th largest asset manager1, to help develop a target date fund (TDF) with an embedded income solution for the defined contribution (DC) plan marketplace. This will become the second TDF income solution on the market that leverages the Annexus Retirement Solutions patent-pending Lifetime Income Builder design, which has successfully redefined how the industry can deliver in-plan lifetime income solutions in a TDF.

Key Points: 
  • We're excited about the opportunity to work with State Street Global Advisors to bring the second target date series with Lifetime Income Builder to market.
  • Annexus Retirement Solutions is providing its Lifetime Income Builder product and the Annexus Retirement Data Exchange (ARDX), a proprietary middleware solution that streamlines data communication and administration.
  • The Lifetime Income Builder feature is not provided by or guaranteed by State Street Global Advisors or any affiliate of State Street Global Advisors.
  • Annexus Retirement Solutions is not affiliated with State Street Global Advisors Funds Distributors, LLC.

State Street Corporation Announces Time Change for its First-Quarter 2022 Financial Results and Conference Call Webcast

Retrieved on: 
Wednesday, March 30, 2022

State Street Corporation (NYSE: STT) today announced changes to the timing of the previously announced release of its first-quarter 2022 financial results and the associated webcast and teleconference, in order to minimize conflicts with other industry earnings announcements.

Key Points: 
  • State Street Corporation (NYSE: STT) today announced changes to the timing of the previously announced release of its first-quarter 2022 financial results and the associated webcast and teleconference, in order to minimize conflicts with other industry earnings announcements.
  • Financial results will now be announced on Thursday, April 14, 2022 at approximately 8:30 a.m.
  • The webcast will be accessible on State Streets Investor Relations website at http://investors.statestreet.com , and by telephone conference call at (833) 380-0399 or (236) 714-2093 (Conference ID# 5139576).
  • State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading.

State Street Elects DonnaLee DeMaio to its Board of Directors

Retrieved on: 
Monday, March 28, 2022

State Street Corporation (NYSE:STT) today announced the election of DonnaLee (Donna) DeMaio to its Board of Directors.

Key Points: 
  • State Street Corporation (NYSE:STT) today announced the election of DonnaLee (Donna) DeMaio to its Board of Directors.
  • Ms. DeMaio, age 63, was previously executive vice president and global chief operating officer for the General Insurance division of American International Group (AIG).
  • We are delighted to welcome Donna to our Board, said Ron OHanley, chairman and chief executive officer of State Street Corporation.
  • SSGA FD and State Street Global Advisors are affiliated.

State Street Collateral+ Platform Now Live with Pirum’s CollateralConnect Service

Retrieved on: 
Thursday, March 24, 2022

State Street Corporation (NYSE:STT) announced today the integration of its Collateral+ platform with Pirums CollateralConnect service to support mutual clients with collateral management and optimization.

Key Points: 
  • State Street Corporation (NYSE:STT) announced today the integration of its Collateral+ platform with Pirums CollateralConnect service to support mutual clients with collateral management and optimization.
  • CollateralConnect leverages Pirums extensive connectivity with State Street to provide intelligent, straight thru processing which streamlines intra-day margining, automates collateral coverage and drives efficient collateral usage and mobilization.
  • This provides connectivity, workflow, and automation to State Street Tri-Party collateral service.
  • As markets continue to evolve, firms will have more and more complex collateral management needs, said Staffan Ahlner, global head of Collateral Management, State Street.

State Street, Charles River® Development and Advisor360° Announce Strategic Partnership to Deliver an Integrated Technology Solution to the Wealth Management Industry

Retrieved on: 
Wednesday, March 23, 2022

Charles River Development, a State Street Company, together with Advisor360 , a wealth management software company, today announced a strategic partnership to offer their wealth management platforms, deeply integrated and engineered to help increase productivity, streamline operations, and manage costs for enterprise wealth management firms.

Key Points: 
  • Charles River Development, a State Street Company, together with Advisor360 , a wealth management software company, today announced a strategic partnership to offer their wealth management platforms, deeply integrated and engineered to help increase productivity, streamline operations, and manage costs for enterprise wealth management firms.
  • The ability for mutual clients to leverage the capabilities of both firms helps create an innovative and differentiated wealth management solution for the industry.
  • This partnership signals a new chapter in the evolution of our wealth management platform, said John Plansky, Head of State Street AlphaSM.
  • Based in Weston, Massachusetts, Advisor360 is a Software-as-a-Service (SaaS) provider that builds, integrates and delivers technology for wealth management firms.

State Street Corporation Announces Date for Release of First-Quarter 2022 Financial Results and Conference Call Webcast

Retrieved on: 
Tuesday, March 22, 2022

State Street Corporation (NYSE: STT) plans to announce its first-quarter 2022 financial results on Thursday, April 14, 2022 at approximately 7:30 a.m.

Key Points: 
  • State Street Corporation (NYSE: STT) plans to announce its first-quarter 2022 financial results on Thursday, April 14, 2022 at approximately 7:30 a.m.
  • The results will be reviewed via webcast and teleconference at 10:00 a.m.
  • The conference call will be accessible on State Streets Investor Relations website at http://investors.statestreet.com and by telephone at (833) 380-0399 or (236) 714-2093 (Conference ID# 5139576).
  • State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading.

State Street Announces New Global Head of Private Markets

Retrieved on: 
Tuesday, March 22, 2022

State Street Corporation (NYSE: STT) today announced it has appointed Jesse Cole as global head of its Private Markets segment.

Key Points: 
  • State Street Corporation (NYSE: STT) today announced it has appointed Jesse Cole as global head of its Private Markets segment.
  • In this role, Cole will be responsible for defining and executing State Streets global strategy for Private Markets and will work closely with his peers in global sales and the product organization to manage and grow private markets business across all client segments.
  • Cole is based out of Chicago, IL and will report to Paul Fleming, global head of State Street's Global Alternatives Segment.
  • Prior to joining State Street, Jesse served as Managing Director, Global Shareholder and Fund Services with Goldman Sachs.

Charles River® Launches Tailored Portfolio Solutions to Power Portfolio Personalization at Scale, Integrates Axioma Portfolio Optimizer™

Retrieved on: 
Tuesday, March 15, 2022

Tailored Portfolio Solutions allows wealth and asset management firms to provide a differentiated and sought-after product to their customers, said Randy Bullard, Global Head of Wealth at Charles River Development.

Key Points: 
  • Tailored Portfolio Solutions allows wealth and asset management firms to provide a differentiated and sought-after product to their customers, said Randy Bullard, Global Head of Wealth at Charles River Development.
  • For retail investors, Tailored Portfolio Solutions democratizes access to customized portfolios that reflect their personal convictions, tax circumstances, and risk tolerance.
  • Tailored Portfolio Solutions offers an innovative approach to portfolio personalization by embedding optimization technology in an end-to-end customization process.
  • We are delighted to expand our partnership with Charles River by integrating our industry-leading optimizer into Tailored Portfolio Solutions," said Chris Canova, Global Head of Customer Experience, Qontigo.