Outsourced Trading Handbook 2025 | Page 43

[ O U T S O U R C E D T R A D I N G S U R V E Y ]
Chart 2 Chart 2
Geographically State Street’ s client breakdown is quite diverse with 38 % based in the USA and 33 % in the UK, with the remainder being spread across Europe, South America and Australia. When it comes to ratings by client size, State Street does have some of the larger clients, with just under 20 % reporting an AUM of more than $ 500 billion. It is also these clients who have rated the provider most highly( 6.44). The largest number of clients sit in the $ 1 billion- $ 100 billion band, with 38 % of clients fitting this criterion.
“ Overall, we are very happy with our trading relationship with State Street.”
Client Preference 1 Execution 2 Operation and Post-Trade 3 Cost Versus Value for Money 4 Client Service and Relationship
Management 5 Coverage 6 Service Level Factors 7 Trade Decision Support 8 Onboarding 9 IPO Process and Allocations
2025 // Outsourced Trading Handbook // 43