State Street Corporate

News & Media

Leslie Levine
Vice President
Asset Allocation vs. Securities Lending: Comparing Risk-Adjusted Returns
Crossan Barnes, David Chua, Hans-Christian Lüdemann, Leslie Levine, Glenn Horner, Jeffrey Trencher This paper looks at securities lending in the context of an investor’s overall management of his or her broad investmen...

William Slattery
Executive Vice President
UCITS Celebrates 25th Anniversary
To celebrate the 25th Anniversary of UCITS, State Street has co-sponsored a special commemorative publication.  The publication, "UCITS XXV", tells the history of The Undertakings of Collective Investment Transferable Se...

Wai Kwong Seck
Executive Vice President, Head of Global Markets and Global Services across Asia Pacific
Risk Awareness Increased Since the Financial Crisis
Wai-Kwong Seck, executive vice president, head of Asia Pacific Global Markets and Global Services introduces the latest EIU study, commissioned by State Street  on how institutional investors are building risk-aware cult...

Keith Burman
Senior Managing Director
AIFMD: What Should Alternative Fund Managers Do Now?
A recent article, “AIFMD: What Should Alternative Fund Managers Do Now?”, published in Investment Europe, looks at the far-reaching effects of the Alternative Investment Fund Managers Directive (AIFMD). Keith Burman, s...

Martin Dobbins
Senior Vice President & Managing Director, State Street in Luxembourg
AIFMD Increases Need for Due Diligence and Oversight
Martin Dobbins, head of State Street in Luxembourg and chairman of the ABBL ALFI Depositary Bank Forum (ABBL: Luxembourg Banker’s Association / ALFI: Association of the Luxembourg Fund Industry), gave an interview about ...

Leslie Levine
Vice President
Securities Lending: Assessing Portfolio Risk and Return
David Chua, Hans-Christian Lüdemann, Crossan Barnes, Leslie Levine, Glenn Horner, Jeffrey Trencher Prior to the financial crisis, the risk/return dynamic within securities lending was academically well-understood, but ...

China/Hong Kong Mutual Recognition: Re-shaping the funds landscape
A Q&A with Catherine Simmons In November 2012, regulators from Hong Kong and mainland China established a working group to discuss the development of a mutual recognition platform for the cross-border sale of collective...

Martin Dobbins
Senior Vice President & Managing Director, State Street in Luxembourg
Focus on FATCA
A recent article, “Focus on FATCA,” published on looks at how the Foreign Account Tax Compliance Act (FATCA) will affect the hedge fund industry, and what steps hedge funds managers should take to prepare for...

William Kinlaw
Senior Managing Director, Head of the Portfolio and Risk Management Research
Liquidity and Portfolio Choice: A Unified Approach
Will Kinlaw, Mark Kritzman, and David Turkington The authors propose a simple analytical construct for incorporating liquidity into portfolio choice. In cases where investors deploy liquidity to raise a portfolio’s expe...

Martin Dobbins
Senior Vice President & Managing Director, State Street in Luxembourg
FATCA: One Step Closer
US regulation to ensure that Americans who invest with so-called foreign financial institutions (FFIs) meet their US tax obligations has moved a step closer to full implementation. On January 18, 2013, the US Internal ...
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