State Street vs StepStone Group

Yuanta Funds Selects State Street for First Overseas Securities Lending Program

State Street announced that Yuanta Funds has selected State Street for its first overseas securities lending program. This is a new client win and expansion of State Street's securities finance services.

8-K Financial Filing Analysis for State Street (2026-09-14)

State Street Corporation announced two key executive leadership appointments effective September 14, 2026. Ann Fogarty, previously Chief Operating Officer of Investment Services, has been promoted to Enterprise Chief Operating Officer. She succeeds Mostapha Tahiri, who has transitioned to the role of President of State Street Alpha while continuing as Chairman of Asia Pacific. In connection with her appointment as Enterprise COO, Ms. Fogarty's target incentive compensation award has been set at $5,650,000.

• Ann Fogarty has been appointed Enterprise Chief Operating Officer with a target incentive compensation award of $5,650,000, succeeding Mostapha Tahiri.
• Mostapha Tahiri transitions to President of State Street Alpha while retaining his responsibilities as Chairman of Asia Pacific.
• Fogarty previously served as EVP and COO of Investment Services since July 2025 and Head of Global Delivery from 2022 to 2025, after prior senior leadership roles at BNY Mellon.

State Street Investment Management Launches UC Endowment Strategy Index ETF With U.S. ETF Record-Breaking Anchor Investment from UC Investments

Latest newsroom additions include State Street Investment Management's launch of a UC Endowment Strategy Index ETF with a record-breaking anchor investment from UC Investments, State Street's presentation at the Barclays conference, changes to its ETF lineup, remaining 2026 quarterly results dates, a new Dublin head office lease, and debut of first active ETFs in Australia with Blackstone Credit & Insurance.

8-K Financial Filing Analysis for StepStone Group (2026-09-08)

StepStone Group Inc. reported the voting results from its 2026 Annual Meeting of Stockholders held on September 8, 2026. A strong quorum of 108,711,940 votes (representing approximately 90.1% of the 120,676,668 total eligible votes across Class A and Class B common stock) participated in the meeting. Stockholders approved all three corporate proposals submitted by management. All seven director nominees—Monte M. Brem, Valerie G. Brown, Scott W. Hart, David F. Hoffmeister, Thomas Keck, Steven R. Mitchell, and Anne L. Raymond—were re-elected to one-year terms expiring at the 2027 annual meeting. Furthermore, stockholders ratified the appointment of Ernst & Young LLP as the independent auditor for the fiscal year ending March 31, 2027, and approved the advisory resolution on named executive officer compensation (Say-on-Pay) with substantial support.

• Shareholder turnout reached 90.1% of eligible voting power, with 108,711,940 votes cast out of 120,676,668 total outstanding Class A (82,288,907) and Class B (38,387,761) shares.
• All seven director nominees were successfully elected to one-year terms expiring in 2027, led by high approval votes for Thomas Keck (100.04M votes FOR) and Scott W. Hart (99.97M votes FOR).
• Ernst & Young LLP was ratified as independent auditor for FY2027 (98.47M FOR), and the executive compensation (Say-on-Pay) proposal passed comfortably with 94.88M votes in favor.