Make decisions faster: Leveraging a total portfolio view

Today’s portfolios are more complex and more interdependent than ever. To keep up, investment leaders need a single, trusted view that cuts across asset classes, regions, mandates, and teams.

Below, State Street provides two essential insights into the Whole-of-Fund View concept. These outline a practical method of integrating data and workflows into one, giving investment managers all the information they need to move quickly on the up-to-date, harmonized data that only the Whole-of-Fund View provides. And together with Meradia, State Street shares lessons taken from the front line: specifically how richer, smarter data and stronger governance are helping asset owners synchronise with stronger regulations.

Unify and Streamline Complex Portfolios with a Whole-of-Fund View

Modern asset managers face a number of complex challenges as allocations to private markets continue to increase rapidly. Conventional, manual-based approaches are no longer suitable for navigating a landscape that features multiple asset classes, geographies, stakeholders, and risk profiles. The Whole-of-Fund View allows for a complete, up-to-date view of all these moving parts – which translates into better informed and quicker decisions. This paper from State Street shows you how to implement this powerful capability.

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How Asset Owners Are Adapting to New Regulatory and Client Demands

In this interview, experts from State Street and Meradia discuss how asset owners are adapting to new regulations, harnessing richer data, and strengthening collaboration to achieve a total portfolio view that drives smarter, faster decision-making.

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