Latest News
ETFs: The Next Evolution of Investment Strategies
Discover how ETF innovation is reshaping portfolio construction and driving the next evolution of investment strategies at scale.
ETFs: Accelerating Your Growth
See how we bring ETFs to market faster, streamline lifecycle management, accelerate innovation, and drive scalable efficiency, growth, and performance.
ETFs: Managing the lifecycle
Explore ETF market growth and scaling challenges, with insights from a conversation on lifecycle management, operational complexity, and the role of technology.
Client Impact: Creating Lasting Partnerships
Explore how strong client partnerships drive growth, accelerate product launches, and deliver a consistent experience across global firms.
Webinars, Podcasts & Industry Events
CLIENT EVENT: Regional Connect APAC
Hear from Charles River executives and product experts about how Charles River’s evolving offerings are helping businesses to drive innovation and growth.
Register for Kuala Lumpur: July 21
Register for Bangkok: July 23
WEBINAR: What’s New in 26R1
Learn how the latest innovations in Charles River 26R1 are helping firms enhance workflows, improve efficiency, and drive greater flexibility across investment operations.
US/EMEA July 22: Register Now
APAC July 23: Register Now
EVENT: Investment Data & Technology Summit
The Summit returns bringing together industry leaders to explore evolving data and tech in investment management and connect across the market.
August 25, 2026 I Sydney
Register Now
Highlights for Investment Managers
Accelerated settlement, data management and AI
Accelerated trade settlement times and increased requirements for high quality position, cash and transaction data across the investment enterprise is creating challenges for the middle office. Edda Son, Head of Middle Office, Data and Platforms at Charles River, unpacks these challenges and describes how we’re building the next generation middle office platform for global investment firms.
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.
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.
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?”
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.
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