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State Street Alpha helps you manage all of your investment products and business lines in one place. With easy access to aggregated data, analytics and real-time insights, you can collaborate with confidence, work faster and make better decisions.
One source for data and analytics. Imagine what you can do.
Streamlined data management
Curate data more effectively and say goodbye to fragmented workflows.
Access trusted providers
Gain choice and flexibility with our growing ecosystem of third-party providers.
Collaborate more effectively
Enhance efficiency by connecting data from multiple sources.
Reduce financial risk
Gain peace of mind with enhanced monitoring and improved data accuracy.
Improve real-time decision-making
Make smarter choices based on a single source of truth.
Explore new opportunities
Outsource core functions. Open pathways for growth.
Alpha Data Platform
Consistent workflows.
Holistic views.
Alpha’s flexibility, customizable toolset and open architecture deliver integrated data, technology and collaboration capabilities to support your specific needs and goals.
For investment managers
Operate from a complete, real-time view of positions, exposure and investable cash.
For pensions and official institutions
Make timelier, better-informed asset allocations aligned with your investment policies.
For wealth managers
Manage all wealth products on a single enterprise platform.
For ETF issuers
Manage the entire ETF life cycle on a single platform from front to back.
For insurers
Support increasingly complex portfolios and adapt to the shifting regulatory landscape.
For private markets
Deploy capital more efficiently and manage your entire deal cycle on one platform.
PRESS RELEASE
Successful Implementation of State Street Alpha for BMO Global Asset Management
December 2023
State Street Corporation today announced a successful implementation of State Street Alpha, its front-to-back asset servicing platform for institutional investment and wealth managers, with BMO Global Asset Management.
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PRESS RELEASE
Vontobel Asset Management Transitions Front-to-Back Investment Servicing to State Street Alpha
January 2021
State Street Corporation and Vontobel announced they have entered into a multi-year service agreement.
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BMO Global Asset Management has been a long-term partner of State Street. By adopting the State Street Alpha solution, we can provide our experienced investment teams with a market-leading end-to-end platform that will benefit the business both now and in the future.
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Bill Bamber
CEO, BMO Global Asset Management
Manage and interpret your data at scale.
State Street Alpha’s open architecture platform provides seamless access to investment data from both internal and third-party services.
Make a selection
- Front office
- Middle office
- Back office
- Partner ecosystem
- Data platform and services
Work seamlessly across your organization with real-time, data-driven insights
State Street Alpha empowers portfolio managers, traders and risk teams with a shared view of holdings, exposures and orders. Using a trusted data source and integrated portfolio analytics, you can manage risk more effectively, surface investment opportunities faster and source liquidity across asset classes.
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Front-office capabilities:
Portfolio construction, risk analytics, trading and compliance
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Portfolio and risk analytics partners:
MSCI, Qontigo, FactSet, YieldBook, Northfield
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Liquidity and trading partners:
MarketAxess, Tradeweb, Trumid, Liquidnet, LTX, FXConnect, 360T, Luminex
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Technology partners:
Microsoft®, Snowflake®
Minimize manual processing and collaborate more effectively
With Alpha, operations teams reduce failed trades and settlement issues by automatically routing orders and allocations to counterparties in real time. Alpha’s investment book of record provides your front office with real-time cash and positions, and minimizes your dependence on custodians and outsourced asset servicers.
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Middle-office capabilities:
Autonomous position management, corporate actions processing, collateral management, performance measurement/attribution, flexible account structure support, post-trade settlement, securities lending
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Middle-office and post-trade partners:
AcadiaSoft, Broadridge®, Cassini Systems
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Technology partners:
Microsoft®, Snowflake®
Turn custodial data into the fuel that powers decision-making in your front office
Alpha accelerates decisions and enhances returns by providing portfolio managers with a clear, real-time view of unpledged collateral and securities on loan. With integrated transfer agency data, you can activate cash faster and manage redemptions to minimize portfolio impact. Automated straight-through processing makes your organization hum, while lowering operational risk.
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Back-office capabilities:
Client reporting, investment accounting, regulatory reporting, transfer agency
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Back-office partners:
Client reporting providers, global and regional custodians, investment accounting providers
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Technology partners:
Microsoft®, Snowflake®
Gain choice and flexibility with our growing community of third-party partners
Our partner ecosystem helps you access the external data and analytics, applications and liquidity venues that support the changing demands of your product and asset class mix. Public application programming interfaces (APIs) streamline connectivity to custodians, algo providers, accounting and post-trade systems, and regulatory reporting utilities.
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Technology partners:
Microsoft®, Snowflake®
The Alpha Data Platform and Alpha Data Services provide a foundation for sound decision-making by capturing, curating, and distributing data across your investment process.
It’s about moving off our legacy estate and leveraging the capabilities of State Street’s Alpha platform. We needed a comprehensive rebuild and a modern data platform that we could architect our data success off of; we needed to create an enterprise-wide data operating model; we also needed a strong vision for how to execute and launch thosecapabilities.1
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Gary Barr
Chief Data Officer, LGIM
The heart of State Street Alpha platform is our front- and middle-office technology, Charles River IMS, working seamlessly with our middle- and back-office services. Clients in more than 30 countries rely on Charles River IMS to manage more than US$58 trillion* in assets.
ARTICLE
Speaking of Alpha: Helping Asset Allocators Become Data-Driven Organizations
Asset allocators increasingly require access to data on their investments, driven by stakeholder demands for greater transparency and a need to make timelier, better-informed allocation and de-risking decisions.
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*As of Q2 2023
Learn more about what State Street Alpha can do for you.
Please provide your information and a member of our client services team will contact you promptly.
Sources
1The Art of the Possible. Tech Exec Magazine 2023, https://www.tech-execmagazine.com/interviews/lgim-gary-barr/
