List of State Street PAM for Investments Customers
State Street
One Congress Street,
Boston, 2114, MA,
United States
Boston, 2114, MA,
United States
1 617-786-3000
Banking and Financial Services
42000
$12.1B
Since 2010, our global team of researchers has been studying State Street PAM for Investments customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased State Street PAM for Investments for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using State Street PAM for Investments for Portfolio and Investment Management include: Allianz, a Germany based Banking and Financial Services organisation with 156626 employees and revenues of $140.34 billion, Citigroup, a United States based Banking and Financial Services organisation with 230000 employees and revenues of $81.09 billion, Societe Generale Investment Banking (SGIB), a France based Banking and Financial Services organisation with 111754 employees and revenues of $52.50 billion, American International Group (AIG), a United States based Insurance organisation with 25000 employees and revenues of $47.25 billion, Northwestern Mutual, a United States based Banking and Financial Services organisation with 7000 employees and revenues of $36.12 billion and many others.
Contact us if you need a completed and verified list of companies using State Street PAM for Investments, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The State Street PAM for Investments customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Affin Hwang Capital | Banking and Financial Services | 630 | $151M | Malaysia | State Street Corporation | State Street PAM for Investments | Portfolio and Investment Management | 2018 | n/a |
In 2018, Affin Hwang Capital implemented State Street PAM for Investments to provide a Portfolio and Investment Management solution supporting Fund Operations, Investor Operations and Finance in its Kuala Lumpur operations. The deployment positioned State Street PAM for Investments as the primary investment operations platform for fund accounting and investor reporting workflows across the firm.
The implementation relied on a scheduled SQL and SSIS data migration process into a centralized Datamart, reflecting an engineered data pipeline for reconciliations, position and transaction feeds, and reporting extracts. State Street PAM for Investments was operated alongside ISS for Investor Operations, i-Match for Fund Operations, SUN System for Finance, and Sylvan for Fund Operations, creating an integrated application stack for front-to-back fund servicing.
Governance and runbook responsibilities were assigned to the Information Services Manager, who managed daily schedule jobs, SQL SSIS processes and application support for State Street PAM for Investments and the connected systems. Operational coverage emphasized Fund Operations and Investor Operations teams, with the Datamart serving as the consolidated reporting and reconciliation layer for cross-functional consumption.
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AHAM Asset Management Berhad | Banking and Financial Services | 370 | $105M | Malaysia | State Street Corporation | State Street PAM for Investments | Portfolio and Investment Management | 2016 | n/a |
In 2016, AHAM Asset Management Berhad implemented State Street PAM for Investments. State Street PAM for Investments serves as the company's Portfolio and Investment Management platform supporting fund operations and accounting workflows across local and foreign market activity.
Implementation scope centered on Fund Operations, where the platform was configured to support end to end corporate actions processing and security master maintenance. State Street PAM for Investments was used to capture and process mandatory corporate actions such as dividends, bonus issues, rights issues and stock splits, as well as non mandatory corporate actions including dividend reinvestment plans, rights subscriptions, exchange offers and voting decisions, while enabling monitoring of corporate action announcements.
The deployment included reporting and operational automation capabilities, with operational teams using SQL Server Reporting Services to generate SSRS reports and Bloomberg tools to feed market and reference data. The program included mapping cleanup work between Bloomberg Gateway and PAM for Investment systems to standardize broker list references and reduce operational errors, and teams leveraged Bloomberg Terminal tooling including data license and excel add in processes to support data enrichment.
Governance and rollout emphasized operational ownership within Fund Operations, with staff tasked to maintain security master information in the system, coordinate fund manager instructions to trustee and custody processes, and lead internal knowledge transfer. Project assignments from management focused on process enhancements and mapping remediation, and team leads directed training and system related guidance to embed the Portfolio and Investment Management application into day to day fund operations.
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Allianz | Banking and Financial Services | 156626 | $140.3B | Germany | State Street Corporation | State Street PAM for Investments | Portfolio and Investment Management | 2013 | n/a |
In 2013, Allianz implemented State Street PAM for Investments, a Portfolio and Investment Management application. The deployment centered on State Street PAM for Unit Value Trading workflows, with a State Street support lead accountable for reproducing and testing client-reported defects and validating system functions during client implementations and upgrades.
Configuration and scope included end-to-end testing of installations and conversions, coding and verification of client-specific modifications, and creation of test cases for every enhancement and defect. The implementation used Rally Agile to create, manage, and track all client enhancements and software defects, and documentation practices included publishing responses to clients and internal teams.
Operational coverage extended to client implementations, upgrades, and ongoing support across institutional clients including Allianz, Fidelity, Prudential, Transamerica, Western & Southern, BONY, Farmers, and Liberty Mutual, reflecting a multi-client service model. Functional impact concentrated on investment operations and trading workflows associated with unit value trading, including unit value calculation validation, reconciliation checks, and client reporting processes within the Portfolio and Investment Management domain.
Governance and rollout emphasized rigorous pre-delivery testing, tracked defect remediation, training for new users of PAM for Unit Value Trading, and mentoring of less experienced team members. Explicit outcomes recorded during the engagement include identification and resolution of several high priority bugs and recognition for timely resolution of support inquiries, alongside publication of a known issues list on the company website.
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American International Group (AIG) | Insurance | 25000 | $47.3B | United States | State Street Corporation | State Street PAM for Investments | Portfolio and Investment Management | 1998 | n/a |
In 1998 American International Group implemented State Street PAM for Investments to support its Portfolio and Investment Management environment. The deployment included licensed components reported as Pam for Securities, Pam for Mortgages and Pam for Analytics, reflecting multi-function portfolio and analytics capabilities assigned to the investment management stack.
The installation was provisioned at AIGs New York headquarters and extended to regional offices in Wilmington, Delaware and Bermuda. Operational scope explicitly covered management of domestic and foreign portfolios and was configured to handle all of the companys domestic and Canadian investment accounting workflows.
State Street PAM for Investments was applied to portfolio accounting, securities and mortgage position management, and analytics workflows used by AIGs investment teams, aligning system configuration with portfolio valuation, performance analysis and accounting reconciliation processes. The implementation centralized investment data and analytics within the Portfolio and Investment Management application footprint to support treasury and asset management functions across the specified sites.
Rollout planning included regional provisioning and cross-office operational alignment to ensure consistent accounting treatment across jurisdictions. Governance focused on attributing portfolio responsibilities to investment accounting and regional operations, and on consolidating securities, mortgages and analytics functions under the State Street PAM for Investments implementation.
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Arrowpoint Capital Corp. | Banking and Financial Services | 130 | $50M | United States | State Street Corporation | State Street PAM for Investments | Portfolio and Investment Management | 2010 | n/a |
In 2010, Arrowpoint Capital Corp. implemented State Street PAM for Investments as its Portfolio and Investment Management solution. The deployment was targeted at investment accounting for a $2.5 billion portfolio of fixed income and equity securities and aimed to centralize accounting workflows on a hosted platform.
State Street PAM for Investments was used to provide hosted investment accounting capabilities including position and transaction accounting, valuation support, and close orchestration, with configuration focused on preserving existing General Ledger integrations and financial close processes. Integration with the firm General Ledger was a stated requirement to maintain the same key functionalities during conversion and to avoid a heavy investment of time and resources.
Operational ownership rested with finance and accounting functions led by the Controller, with governance designed to keep conversion scope minimal while retaining operational controls. Arrowpoint publicly noted that the hosted investment accounting approach enabled reduced technology infrastructure and operating costs and delivered a market leading investment accounting system.
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Banking and Financial Services | 8480 | $6.6B | Israel | State Street Corporation | State Street PAM for Investments | Portfolio and Investment Management | 2012 | n/a |
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Professional Services | 22600 | $24.2B | United States | State Street Corporation | State Street PAM for Investments | Portfolio and Investment Management | 2012 | n/a |
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Banking and Financial Services | 174 | $49M | Netherlands | State Street Corporation | State Street PAM for Investments | Portfolio and Investment Management | 2012 | n/a |
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Banking and Financial Services | 250 | $40M | Canada | State Street Corporation | State Street PAM for Investments | Portfolio and Investment Management | 2018 | n/a |
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Banking and Financial Services | 1000 | $150M | Luxembourg | State Street Corporation | State Street PAM for Investments | Portfolio and Investment Management | 2012 | n/a |
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Buyer Intent: Companies Evaluating State Street PAM for Investments
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating State Street PAM for Investments. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating State Street PAM for Investments for Portfolio and Investment Management include:
- Pacific Life, a United States based Insurance organization with 4000 Employees
- Thrivent, a United States based Banking and Financial Services company with 3550 Employees
- Apg Asset Management US, a United States based Banking and Financial Services organization with 109 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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Pacific Life | Insurance | 4000 | $16.0B | United States | 2026-02-24 |
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Thrivent | Banking and Financial Services | 3550 | $10.4B | United States | 2026-01-14 |
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Apg Asset Management US | Banking and Financial Services | 109 | $12M | United States | 2026-01-08 |
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Communications | 25 | $13M | United States | 2026-01-06 |
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Banking and Financial Services | 42000 | $12.1B | United States | 2026-01-06 |
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Insurance | 9300 | $5.8B | United States | 2026-01-01 |
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Professional Services | 13 | $3M | United States | 2025-11-13 |
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Insurance | 24000 | $68.5B | United States | 2025-11-12 |
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Banking and Financial Services | 213000 | $101.9B | United States | 2025-11-12 |
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Professional Services | 11 | $2M | United Kingdom | 2025-11-01 |
FAQ - APPS RUN THE WORLD State Street PAM for Investments Coverage
State Street PAM for Investments is a Portfolio and Investment Management solution from State Street Corporation.
Companies worldwide use State Street PAM for Investments, from small firms to large enterprises across 21+ industries.
Organizations such as Allianz, Citigroup, Societe Generale Investment Banking (SGIB), American International Group (AIG) and Northwestern Mutual are recorded users of
State Street PAM for Investments for Portfolio and Investment Management.
Companies using State Street PAM for Investments are most concentrated in Banking and Financial Services and Insurance, with adoption spanning over 21 industries.
Companies using State Street PAM for Investments are most concentrated in Germany, United States and France, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of State Street PAM for Investments across Americas, EMEA, and APAC.
Companies using State Street PAM for Investments range from small businesses with 0-100 employees - 3.7%, to mid-sized firms with 101-1,000 employees - 31.48%, large organizations with 1,001-10,000 employees - 40.74%, and global enterprises with 10,000+ employees - 24.07%.
Customers of State Street PAM for Investments include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified State Street PAM for Investments customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.