BBH has partnered with BestX, the State Street-owned FX TCA vendor, to provide its currency administration platform users with independent TCA. This will improve transparency through independent execution analysis, adding to BBH’s existing FX hedging solutions, which include multi-bank agency execution and performance analytics.
Category: State Street
Windstream deploys HUB
Windstream Partners, a C-suite outsourced solutions provider, is deploying HUB to automate performance reporting, standardizing factsheet generation, report scheduling, and improving its ability to respond to customised client report requests. HUB automates data preparation and validation, with configurable workflows and dashboards, and direct access to fully governed underlying performance data used in factsheet generation. Windstream…
Davides quits Broadridge
Lauren Davides has joined J.P. Morgan as an executive director in the product management team, based in Boston. Davides spent nearly 10 years at State Street – most recently as chief of staff for its digital business – before a brief spell at Broadridge.
Australian Ethical appoints CRD
Australian Ethical Investment has selected the Charles River Investment Management Solution to automate its front and middle office processes for its entire investment portfolio. Australian Ethical will use Charles River IMS for portfolio and risk management, trading, compliance, performance measurement and attribution, IBOR, and transaction management. It will also use the State Street Alpha Data…
Outset Global selects HUB
Outset Global has selected HUB to provide a SaaS solution to manage its operations. Outset Global, an outsourced trading provider, is using HUB to produce and oversee key metrics, meet custom internal and client reporting needs, and help make key business decisions.
FundGuard launches implementation training
FundGuard, the provider of a cloud-native, AI-powered multi-asset and multi-book investment accounting platform, has launched an implementation partner training program. Meradia, an operations and technology consultant for the investment management industry, is the first client.
SSBI appoints CAO
Barbara Roth has been appointed as chief administrative officer for Continental Europe at State Street Bank International GmbH (SSBI). She will join the SSBI executive management board. Reporting to Yvette Hollingsworth Clark, chief compliance officer at State Street, and Andreas Przewloka, CEO of SSBI, her responsibilities will include overseeing key governance functions such as compliance,…
Aboaf leaves State Street
Eric Aboaf, State Street vice chairman and chief financial officer, has decided to accept a new opportunity outside banking and is expected to leave State Street in February 2025. At that time Aboaf will join S&P Global as chief financial officer.
State Street expands LatAm presence
State Street has appointed Maria Ximena Vasquez Barbosa as regional sales head for Latin America & Caribbean. She will also spearhead its move into Mexico. She will be based in Mexico City, reporting to Oliver Berger, head of emerging growth markets for State Street. State Street has established operations in Colombia, Chile and Peru. Barbosa…
WisdomTree returns to BNY
BNY has been appointed by WisdomTree to provide custody, accounting, fund administration, ETF services and securities lending across its U.S.-listed ETFs, covering USD80.7bn AuM. BNY has also been awarded fund accounting and administration of WisdomTree’s Bitcoin ETF and suite of tokenised funds. The outgoing provider is State Street, which took the mandate from BNY over…