To help you meet your specific risk and diversification requirements, Fund Connect supports trading across multiple account structures in a single, user-friendly interface. These structures include:

  • Fully disclosed: Maintain and enhance existing relationships by investing directly in your institution’s own name. This automates the fund investment process, increases efficiency, and reduces risk from research to trading to settlement
  • Omnibus: This structure allows you to leverage your State Street relationship to simplify the investment process into one agreement, one wire, and one system for your leading providers
  • Nominee/FBO: Leveraging your custody and/or brokerage relationship with State Street to invest directly with funds through a nominee structure

Investors can use any of the above presented combinations of account structures simultaneously through a single log in. This gives the investor a unique ability to manage their global investment needs.