State Street aims to provide a range of services to Brighter Super’s portfolios across multiple asset classes, including equities, fixed income, private assets and derivatives
The firms have entered into a prime brokerage services referral partnership, where clients will be offered multi-asset class custody and securities lending capabilities
Northern Trust aims to provide key services for Nest’s investment strategy, including custody, asset allocation and rebalancing, and performance measurement
The project involved transitioning over 1,300 assets, transactions, tax parcel data and unit pricing across Fiducian’s Investor Directed Portfolio Service
