Portfolio Solutions

Our Portfolio Solutions team will help you mitigate risks and successfully navigate change through portfolio restructuring, expert trade execution, credit intermediation and access to broad sources of liquidity. 

You can access our services either individually or as a bundle:

Transition Management

Planning, managing and executing a wide range of transition events, with close to 30 years of experience in delivering value to clients.

Outsourced Trading

Outsourced agency-based trading service using proprietary technology to help you achieve better operational alpha through customized, integrated multi-asset-class solutions.

Execution Solutions

Unique liquidity, customization and transparency packaged within an agency model. Our Equity Trading solutions provide a holistic approach to both high- and low-touch (electronic) trading, with enhanced transparency, improved execution quality and actionable venue analytics.

  • Access to State Street’s unique liquidity
  • Agency model means our singular focus is on helping you achieve best execution
  • Transparent and open routing protocols to build bespoke client strategies
  • Optimize performance via real-time symbol and portfolio venue analysis

Exposure Solutions

Short-term interim asset management, cash equalization and liquidity management tools, strategic and tactical futures overlay capabilities.