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| Move Reflects Continued Trend of Private Equity Firms Outsourcing to Third Party Administrators |
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| New Enhancements Provide Comprehensive Access to Services for the High Net Worth Market |
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| Effective March 1, 2010, Ronald E. Logue to Retire; 23-Year State Street Veteran Jay Hooley
To be Named CEO |
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Total Revenue Increases 5% Compared to Second Quarter with Servicing Fees Up 5% and Management Fees up 13%
Continued Expense Control Drives Q3 2009 Positive Operating Leverage Relative to Q3 2008 |
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| Comprehensive solution provides increased transparency for underlying fund holdings |
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| Named to Dow Jones Sustainability Index and Honored as Massachusetts’ Top Charitable Contributor |
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