Investor Presentaiton
Demonstrating the value of the integrated platform for our
core clients
Potential investment manager systems' consolidation^
Illustrative example: $500 B+ Asset ManagerB
Current State
8-15
Portfolio
tools
4-7
Front
Office
Risk
systems
3-6
Trading
solutions
2-4
Data
systems
Future State
2-3
Portfolio
tools
1-2
Risk
systems
1-2
Trading
solutions
1
Data
platform
Platform for growth and efficiencies
Integrated State Street data-driven platform
- Optimizes front-middle-back office operations and
processes
- Enables efficient flows of data throughout the
investment process, minimizing error and improving
accuracy
• Interoperable with third party solutions
- Interoperability allows flexibility to communicate and
exchange data with other external solutions
• Combats client margin compression
- Reduces internal technology and operations costs;
enables vendor rationalization
Middle
Office
3-8
1-2
12
12
IBORS
IBORS
Back
Office
18
STATE STREET.
STATE STREET.
A Example for illustrative purposes only
B Current state systems architecture based on a composite of $500B+ asset managers. Multiple systems are used due to asset class segmentation,
geography and the retention of legacy systems subsequent to acquisitions.
Refer to the Appendix included with this presentation for endnotes 1 to 22.
STATE STREET.
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