Investor Confidence Index Essentially Flat in May

May 18, 2004

CAMBRIDGE, Mass.--(BUSINESS WIRE)--May 18, 2004--State Street Associates, the research and development division of State Street Global Markets, released today the results of the State Street Investor Confidence Index(SM) for May 2004. State Street Global Markets (SSGM) is the investment research and trading arm of State Street Corporation (NYSE: STT).

According to the May index, investor confidence declined by 0.6 points from April's revised reading of 92.0. However, April investor confidence was revised upwards by 1.2 points.

Developed by Harvard University professor Ken Froot and Paul O'Connell of State Street Associates, the index shows that institutional investor confidence has been essentially flat at 91.4 for the past two months, having declined from its recent high of 109.0 in December 2003.

"Professional investors made substantial downward adjustments in the risk of their portfolios in the first few months of 2004, but are now clearly in a holding pattern awaiting fresh news. By cutting risk, they prepared their portfolios for possible early increases in rates by the Fed," said Paul O'Connell.

"In the fourth and fifth months, professional investors rested. Right now, it's a war of attrition, with recent positive earnings surprises battling against Asian overheating, prospective US Fed rate increases, and soaring commodity prices," said Ken Froot. "Professional investors know the risks, and their prior efforts to take risk off the table anticipated this struggle."

The State Street Investor Confidence Index(SM) is a key economic indicator for asset owners, investment managers and central banks. As the only index providing a quantitative measure tracking the common buying patterns of institutional investors around the world, the State Street Investor Confidence Index(SM) offers a unique look into the investment behavior and decisions of thousands of professional investors and their investment decisions.

About State Street Associates:

Founded in 1999 in Cambridge, Mass., State Street Associates develops portfolio and flow research, currency management, asset allocation services and designs strategy tools to support the needs of global portfolio managers.

About the State Street Investor Confidence Index(SM)

The index is released globally at 10 a.m. Eastern time in Boston on the second to last Tuesday of each month. More information on the State Street Investor Confidence Index, and the calendar of release dates, is available at http://www.statestreet.com/investorconfidenceindex. The previous month's calculations for the index are revised to account for trading activity through the end of the reporting period.

About State Street

State Street Corporation (NYSE: STT) is the world's leading specialist in providing institutional investors with investment servicing, investment management, investment research and trading services. With $9.4 trillion in assets under custody and $1.2 trillion in assets under management, State Street operates in 24 countries and more than 100 markets worldwide. For more information, visit State Street's Web site at www.statestreet.com.

State Street Global Markets (SSGM) provides investment research, trading services, and technology-driven tools that seamlessly connect investment managers with buyers and sellers in global financial markets. Portfolio allocation, decision-making and risk management tools, along with proprietary trading platforms, have made SSGM the world leader in electronic trading and asset allocation. Global Link, SSGM's electronic network delivers research, analytics and trading tools across multiple asset classes, and is used by the world's top investment managers.

This news announcement contains forward-looking statements as defined by United States securities laws, including statements about the financial outlook and business environment. Those statements are based on current expectations and involve a number of risks and uncertainties, including those related to the pace at which State Street adds new clients or at which existing clients use additional services, the value of global and regional financial markets, the pace of cross-border investment activity, changes in interest rates, the pace of worldwide economic growth and rates of inflation, the extent of volatility in currency markets, consolidations among clients and competitors, State Street's business mix, the dynamics of markets State Street serves, and State Street's success at integrating and converting acquisitions into its business. Other important factors that could cause actual results to differ materially from those indicated by any forward-looking statements are set forth in State Street's 2003 annual report and subsequent SEC filings. State Street encourages investors to read the corporation's annual report, particularly the section on factors that may affect financial results, and its subsequent SEC filings for additional information with respect to any forward-looking statements and prior to making any investment decision. The forward-looking statements contained in this press release speak only as of the date hereof, May 18, 2004, and the company will not undertake efforts to revise those forward-looking statements to reflect events after this date.

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    CONTACT: State Street CorporationHannah Grove, 617-664-3377
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             State Street CorporationCarolyn Cichon, 617-664-8672

    SOURCE: State Street Corporation