State Street Corporation · NYSE:STT
State Street — Earnings Presentation (2014)
12 slides from State Street's earnings presentation, 2014
Slide 1: Chasing Alpha: Data and Analytics for Alternative Asset Managers
DATA & ANALYTICS Chasing Alpha: Data and Analytics for Alternative Asset Managers Featuring highlights of the State Street 2013 Data and Analytics Survey conducted by the Economist Intelligence Unit
Slide 2: About the Research
DATA & ANALYTICS About the Research A global survey of more than 400 asset managers and institutional asset owners on investment data and analytics, conducted by the Economist Intelligence Unit on behalf of State Street (August and September 2013). Of the participants, 81 were alternative asset mana
Slide 3: Five Drivers of Change in the Alternative Asset Management Industry
DATA & ANALYTICS Five Drivers of Change in the Alternative Asset Management Industry Advanced data capabilities will be key to meeting many of the industry’s most pressing challenges Strategic impact Data challenge The search for alpha Institutional investors will seek out Data systems must enable m
Slide 4: Alternative Asset Managers are Investing Heavily to Keep Pace
DATA & ANALYTICS Alternative Asset Managers are Investing Heavily to Keep Pace % Change In Investment into Data and Analytics Over Past Three Years (Alternative asset manager respondents only) Significantly increased our investment (>20%) 14% Slightly increased our investment (1-20%) 80% Made no cha
Slide 5: Investment is Targeted at Front-Office Execution and Decision-Making Tools
DATA & ANALYTICS Investment is Targeted at Front-Office Execution and Decision-Making Tools How Investment Will Be Prioritized Across a Range of Data Tools (Alternative asset manager respondents only) Order Management Systems / 51% 38% Execution Management Systems • Front-office tools are an investm
Slide 6: Data and Analytics are Now a Firm Priority for Alternative Asset Managers
DATA & ANALYTICS Data and Analytics are Now a Firm Priority for Alternative Asset Managers… Data is the Key to Addressing a Wide Range of Strategic Concerns (Alternative asset manager respondents only) 4% • 96 percent of alternative asset managers view data and analytics as 47% either a high or the
Slide 7: Yet the Industry is Polarized by Its Approach
DATA & ANALYTICS Yet the Industry is Polarized by Its Approach Data is a competitive asset … But few know how to use it • 71 percent of alternative asset managers • Only 31 percent of alternative asset think data will be a key source of managers are reaping the full benefits from competitive advanta
Slide 8: Data Leaders are Better Prepared for the Challenges Ahead
DATA & ANALYTICS Data Leaders are Better Prepared for the Challenges Ahead Leaders Laggards Data leaders are more confident in ... % confident in capability (All respondents) 70% • Generating forward-looking insights from data 43% • Integrating risk and performance analytics 72% 50% • Optimizing the
Slide 9: Data Leaders Have Smarter Tools for Managing Risk, Compliance and Performance
DATA & ANALYTICS Data Leaders Have Smarter Tools for Managing Risk, Compliance and Performance % that view area as a strength (All respondents) Leader 81% Tools for regulatory compliance Laggard 63% Leader 60% Multi-asset class risk tools Laggard 38% Leader 70% Custom benchmarks/indices Laggard 59%
Slide 10: Defining a New Service Model
DATA & ANALYTICS Defining a New Service Model Data Readily Available Adaptable Systems Smarter Insights Challenge • Data integration (cited by • Systems must adapt to • Only 17 percent of 38 percent) and accuracy support multiple alternative asset of information (cited by 37 geographies, asset manag
Slide 11: In Summary: Outperforming the pack
DATA & ANALYTICS In Summary: Outperforming the pack Integrate your Data • Alternative asset management firms need to invest in enterprise data warehouses and better data governance Manage Regulation • Develop reporting systems with the flexibility to meet evolving regulatory demands across multiple
Slide 12: © 2014 State Street Corporation CORP-0940
DATA & ANALYTICS This document is for marketing and/or informational purposes only, it does not take into account any investor's particular investment objectives, strategies or tax and legal status, nor does it purport to be comprehensive or intended to replace the exercise of a clients own careful