State Street Corporation

STT

State Street Corporation is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading.

Lobbying Activity

Meeting with Maria Luís Albuquerque (Commissioner) and

1 Dec 2025 · Developments in capital markets

Meeting with John Berrigan (Director-General Financial Stability, Financial Services and Capital Markets Union)

23 Sept 2025 · Exchange of views on developments in the financial sector

Meeting with Alexandra Jour-Schroeder (Deputy Director-General Financial Stability, Financial Services and Capital Markets Union)

17 Sept 2025 · Exchange of views on the Savings and Investments Union, Omnibus Directive and other financial regulation-related matters

Response to Recommendation on savings and investment accounts

8 Jul 2025

State Street supports the European Commissions initiative to create Savings and Investment Accounts (SIAs) with the aim to boost retail investor participation and long-term savings across the EU. We point to the need for a framework that is simple, flexible and digitally accessible, with tax-free allowances, broad investment options (including ETFs), and integration with workplace pensions. We would also like emphasize the importance of financial literacy campaigns and junior accounts to build early investment habits. In the attached letter we also take the opportunity to highlight barriers to ETF accessibility across the EU such as fragmented listings, tax inefficiencies, and lack of harmonization on fractional shares. We believe it is important to foster an innovation-friendly environment that enables a wide range of providers to participate in distribution, and recognize the recent emergence of digital platforms and neo brokers as one of the key drivers in the increased retail participation. We therefore urge regulatory clarity and support for emerging digital distribution platforms toward a harmonized, innovation-friendly EU regulatory framework that encourages cross-border investment and retail participation. Overall, State Street supports the European Commission decision to promote the adoption of SIAs via a non-legislative Recommendation, in the hope that this will accelerate the rollout of SIAs at Member State level. Please refer to the attached letter for our detailed comments on the Call for Evidence on Savings and Investments Plans.
Read full response

Meeting with Larisa Dragomir (Cabinet of Commissioner Maria Luís Albuquerque), Philippe Thill (Cabinet of Commissioner Maria Luís Albuquerque) and

2 Jul 2025 · Information exchange with representatives of the asset management industry.

Meeting with Almoro Rubin De Cervin (Head of Unit Financial Stability, Financial Services and Capital Markets Union)

21 May 2025 · Financial services policy

Meeting with Billy Kelleher (Member of the European Parliament)

21 May 2025 · Savings and Investment Union and market infrastructure

Meeting with Ugo Bassi (Director Financial Stability, Financial Services and Capital Markets Union)

10 Apr 2025 · EUROFI – Exchanges on regulatory framework

Meeting with John Berrigan (Director-General Financial Stability, Financial Services and Capital Markets Union)

27 Mar 2025 · Savings and Investments Union

Meeting with Helene Bussieres (Head of Unit Financial Stability, Financial Services and Capital Markets Union)

13 Mar 2025 · Exchange of views on upcoming SIU communication, MMFs/ financial stability and the Sustainability Omnibus Directive

Meeting with Florian Denis (Cabinet of Commissioner Mairead Mcguinness), Patricia Reilly (Cabinet of Commissioner Mairead Mcguinness) and

19 Jun 2024 · Capital Markets Union

Meeting with Stéphanie Yon-Courtin (Member of the European Parliament, Rapporteur) and BNP PARIBAS and

22 Feb 2024 · Retail investment Strategy

Meeting with Mario Nava (Director-General Structural Reform Support) and Fleishman-Hillard and

28 Nov 2023 · Exchange on capital markets in the EU.

Meeting with Axel Voss (Member of the European Parliament, Shadow rapporteur) and BlackRock and

15 Mar 2023 · Corporate Sustainability Due Diligence

Meeting with Ondřej Kovařík (Member of the European Parliament) and BlackRock

14 Mar 2023 · Retail Invest Strategy

Meeting with Florian Denis (Cabinet of Commissioner Mairead Mcguinness) and BlackRock and Institutional Money Market Funds Association

16 Nov 2022 · Capital Markets Union, MMFs

Meeting with Andrea Beltramello (Cabinet of Executive Vice-President Valdis Dombrovskis) and Fleishman-Hillard and

26 Oct 2022 · Retail Strategy & Sustainable Investment

Meeting with Florian Denis (Cabinet of Commissioner Mairead Mcguinness), Katherine Power (Cabinet of Commissioner Mairead Mcguinness), Patricia Reilly (Cabinet of Commissioner Mairead Mcguinness) and

26 Oct 2022 · EMEA Asset Management CEOs to discuss retail investor engagement as well as ESG/sustainable finance. Cab EVP Dombrovsksi also participated Andrea Beltramello.

Meeting with John Berrigan (Director-General Financial Stability, Financial Services and Capital Markets Union)

12 Jan 2022 · Post-Covid economic recovery, CMU

Meeting with Mette Toftdal Grolleman (Cabinet of Commissioner Jonathan Hill)

19 Oct 2015 · Introduction; CRR review; CMU