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State Street Global Markets – Portfolio Solutions
Global Locations:
Boston, London, Frankfurt, Singapore, Sydney, Tokyo
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State Street Financial Center, One Lincoln Street, Boston, Massachusetts 02111
Dan Morgan
Global Head of Portfolio Solutions
Tel: +1 617 664 8879
Email: dmorgan@statestreet.com
James Woodward
Global Head of Transition Management
Tel: +61 2 8249 1248
Email: jrwoodward@statestreet.com
Michael Putica
Head of Client Solutions, Americas
Tel: +1 949 932 1446
Email: mputica@statestreet.com
Clare Marlow
Head of Client Solutions, Asia Pacific and Middle East
Tel: +61 400 968 074
Email: cmarlow@statestreet.com
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. With $36.7 trillion in assets under custody and/ or administration and $3.5 trillion* in assets under management as of December 31, 2022. State Street operates globally in more than 100 geographic markets and employs approximately 42,000 worldwide. For more information, visit State Street’s website at www.statestreet. com..
*Assets under management as of December 31, 2022 includes approximately $59 billion of assets with respect to SPDR® products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
The Portfolio Solutions group within State Street Global Markets supports investors by delivering multi-asset outsourced agency trading and risk management services through an experienced global workforce and resilient infrastructure. The group provides transition management, exposure and interim management, and outsourced trading solutions, each offering institutional investors opportunities for improved operational and cost efficiencies.
Services: Transition Management, agency execution and brokerage, outsourced trading, currency management, exposure management.
