Latest News
Private Markets: Private Asset Valuation
Rising demand for transparency is reshaping private asset valuation. Learn how evolving expectations and AI could transform valuation frequency and accuracy.
Event Spotlight: What We Discovered
Insights from TSAM London 2026 on public and private market convergence, AI adoption, and evolving infrastructure in investment management.
Award Winner: Bond Market Awards
Charles River wins “Most Effective System for Internal Order Management” at this year’s Bond Market Awards in the Technology category for its highly integrated, multi‑asset OMS.
Artificial Intelligence (AI): Client Education
Don’t start with AI, start with friction. Rushing to adopt AI can amplify broken processes. Learn why asking “where are we stuck?” matters more than “where can we use AI?”
Webinars, Podcasts & Industry Events
EVENT: MMI Alternative Investments Forum
We’re partnering with peers to explore what’s next in private markets, alternatives and client outcomes. Connect with our team and exchange insights.
June 10 , 2026 I New York, NY
Register Now
WEBINAR: Multi-Asset Trading on Charles River IMS
Multi-asset trading complexity continues to rise amid volatility and growing ETF strategies. Discover the latest technology enabling automation, scalability, and efficient execution across asset classes.
EVENT: Investment Data & Technology Summit
bringing together industry leaders to explore evolving data and technology in investment management and connect with peers across the market.
August 25, 2026 I Sydney
Register Now
Highlights for Investment Managers
Multi-asset investing across public and private assets
Modern investment strategies demand agility and insight. From multi-asset investing across public and private markets to modern investment data management, firms are seeking ways to enable cross-asset collaboration and gain scale and flexibility through partner ecosystems.
In this series, Steven Milanowycz, Head of Product Strategy at Charles River, shares why modern technology platforms are essential for managing multi-asset class investing at scale, and how they empower firms to adapt and thrive in today’s complex investment landscape.
The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.
Private assets for retail investors, what we heard at InvestOps 2026
What InvestOps 2026 revealed about private assets for retail investors, bridging public and private markets, and managing liquidity, risk, and compliant access.
Mariner Pairs with Charles River’s Wealth Platform
Mariner, a privately held national financial services firm, pairs with State Street to scale operations and support growth to 5,000 Advisors via Charles River’s Wealth Platform
Three essentials for data-driven success in modern investment management
Three key lessons from our Data Opportunity report as firms work to break down legacy silos and enable real‑time portfolio insights.
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Latest Insights
Don’t Start with AI. Start with Friction.
The Hidden Bottleneck in UMA Operations
Private assets for retail investors, what we heard at InvestOps 2026
Private Markets: Establishing a New Paradigm in Wealth Management
Three essentials for data-driven success in modern investment management