Insights
A Collection of Thought Leadership Articles for Institutional Investors
Insights
A Collection of Thought Leadership Articles for Institutional Investors
Harnessing the Power of Innate Passion
Cultivate adaptability, embrace continuous learning, deepen understanding through teaching, and pursue networking opportunities. A Charles River Insight by Rajesh Bodi, Head of Product Support & SaaS OperationsBinary Stars: Passion and Success Binary stars are...
The Path to Direct Indexing in Canada
It’s no secret that direct indexing has taken off in the U.S. – an avalanche of high-profile acquisitions, fintech startups, and major platform launches have occurred over the last few years and momentum does not appear to be slowing. While direct index portfolios...
Smartsourcing: Scaling with a Hybrid Approach
The asset management landscape is going through a period of rapid growth, with market volatility, geopolitical uncertainty and expanding global markets. This calls for a rise in need for scalability and transformation. While the business objectives may be similar, the...
Effective Private Credit Pipeline and Deal Management
Harnessing the right processes, partners and platforms to ensure success In our recent article, we discussed the rapidly changing private credit landscape and potential opportunities facing investors as they seek to enter or expand exposure to this dynamic asset...
Direct Indexing Implementation: Reimagining Processes
Direct indexing (DI) as a portfolio personalization strategy continues to gain traction in the marketplace. Given how attractive the benefits are to investors, managers, and advisors, conversations in the industry have shifted from “why” direct indexing to “how” – how...
Key Themes in Private Credit
2025 and Beyond The robust growth of private credit has created massive opportunities for asset managers positioned to acquire and manage investments in this sector. Large private asset managers are increasingly joined by traditional, public asset focused firms...
Investment and Superannuation: Meeting the Needs of Tomorrow’s Savers
The next generation of savers have different expectations of investment firms and superannuation funds. The investment industry must explore how it can leverage data and technology to evolve and meet shifting client preferences, as well as the needs of their...
Unlocking the Data Dividend: How Investment Firms Can Navigate Change and Innovation
The role of data and technology in the investment management industry is evolving at a rapid pace. How should firms leverage the power of innovation in such a fast-moving environment?The industry is determined to harness the innovation potential of data and analytics,...
Speaking of Alpha: Smartsourcing – Creating Dynamic Operating Models
Kellie Smith in conversation with Barnaby Edmunds, Liana Mackay, Peter Sherriff and Clayton Issitt. Industry forces are driving investment firms to rethink their approach to operating model design as they strive for diversification, growth and a competitive edge. With...
From Revolution to Evolution: Building the Next-gen Operating Model
An interview with Peter Sherriff, director of Product Strategy, APAC at Charles River Development. Like most industries, the only constant in investment management is change. Retaining clients and growing assets under management (AUM) requires firms to differentiate...
Seizing the T+1 Opportunity
The move to a T+1 settlement cycle in the US, Canada and Mexico offers investment managers a new opportunity to drive growth across their organizations through a wide range of process improvements. It starts with embracing automation to facilitate the internal...
Achieving a New Standard in Data Quality with AI
Consistent and accurate data is imperative for making informed investment decisions. Data errors have ripple effects, resulting in increased operational costs and potential liabilities, including reputational risk and regulatory fines. Traditionally, validating...
Speaking of Alpha: The Evolution of Superannuation Operating Models
Delivering Member Outcomes at Scale: Frank Smietana in conversation with Peter Sherriff and Clayton Issitt. Our Speaking of Alpha series features insights and commentary from State Street Alpha® experts on data, operations, technology and services. Frank Smietana,...
Introducing Charles River for Private Markets
By Spiros Giannaros In an effort to simplify our branding and how we represent ourselves to our clients and the general marketplace, we are retiring the Mercatus brand and introducing a new name for our front and middle office technology solution for private markets:...
Speaking of Alpha: Democratizing Data Access for Asset Owners and Investment Firms
Eliminating Silos and Harnessing Interoperability. By democratizing access to curated, role-appropriate data, institutional investors empower their employees and stakeholders to make timelier and more confident investment decisions, transform their operating models...
Speaking of Alpha: Enabling a Whole of Fund View for Canadian Pensions to Accelerate Data-driven Investment Insights
Canadian pensions are among the most sophisticated institutional investors globally, managing a diverse book of public and private assets across multiple geographies. The complexity of these portfolios has outpaced the legacy systems and processes that pensions...
Speaking of Alpha: Modernizing Investment Operations for Insurers
In this article, our panelists discuss the challenges insurers face today and how our cross-disciplinary teams apply decades of expertise across the front-, middle- and back-office to help clients transform their operating model and drive sustainable growth. Insurance...
Data for Investment Managers: Evolution or Revolution?
The role of data and technology in the investment management industry is evolving rapidly. How do businesses leverage such new advances efficiently and to maximum effect?The role of data and technology in the investment management industry is evolving rapidly. How do...
Speaking of Alpha: Leveraging Partnerships to Evolve your Data Architecture
Frank Smietana in conversation with Karthik Rajagopalan and Peter Sherriff. Investment managers and asset owners increasingly rely on partnerships with third-party data, analytics and application providers to support investment and risk decision making, bring new...
Speaking of Alpha: Helping Superannuation Funds Transition to a Total Portfolio Approach
A conversation with Sandra Ng, Yulan Lu and Clive Maguchu. Asset owners are increasingly challenged to provide their beneficiaries with outcome-based solutions that address individual preferences around risk, liquidity and ESG concerns. Traditional portfolio...
Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS
Factor-based modeling and analytics play a central role in helping portfolio managers decompose risk, facilitate stress testing, generate risk forecasts and attribute performance. Open architecture platforms such as the Charles River Investment Management...
Why Should Super Funds Strive for a ‘Whole-of-fund’ View?
Superannuation funds will benefit if they can gain a comprehensive perspective on their assets. Peter Sherriff, director of Product Strategy (Asia Pacific) at Charles River Development, explains why the ‘whole-of-fund’ approach is gaining popularity across...
Viewpoints: Improving Fixed Income Liquidity Access and Efficiency with LTX in Charles River
Harnessing AI-driven Insights. The search of liquidity in fragmented fixed income markets has spawned over a hundred venues globally, some of which offer new trading protocols and approaches to liquidity discovery and trade execution. Charles River’s open...
Australia’s Superannuation Funds Seek to Update their Operations
There is an increasing pressure on Australian super funds to ensure their operating models are fit-for-purpose in a rapidly changing retirement fund landscape.There is an increasing pressure on Australian super funds to ensure their operating models are...
T+1 is Coming in 2024
The Securities and Exchange Commission (SEC) has finalized its rule that will require trade settlement one business day after execution, shifting from T+2 to T+1. The SEC’s rationale behind the shortened settlement time is to benefit market participants by reducing...
Viewpoints: Advocating for Equity
An interview with Ruby Chiu, Head of Client Management at Charles River. Embrace Equity is the theme of International Women’s Day 2023. But what is equity, and how does it differ from equality? Equality means each individual or group of people is given...
Viewpoints: Portfolio Customization in Wealth Management
The Innovative Power of Tailored Portfolio Solutions. Demand for customized portfolios among individual investors is growing and the industry has responded with sharp increases in acquisitions and product offerings in the marketplace. Charles River convened a panel...
Speaking of Alpha: Shaping the Future of Data Management
Data is at the heart of every investment firm’s operations. An effective data management strategy can help asset allocators and institutional investment and wealth managers uncover new insights, simplify their operating model and better serve their clients. Investment...
Speaking of Alpha: Empowering Asset Managers through Data Driven Transformation
A conversation with Brian Allis, Jochen Kuehn and Simon Brown. Data is central to an asset manager’s investment process. An effective data management strategy can help firms uncover new insights, better serve emerging stakeholder requirements, and bring new products...
FundGuard and State Street Alpha: Creating a Unified Book of Record for Investment Managers
How FundGuard’s partnership with State Street AlphaSM can transform investment and fund accounting for your business. State Street Alpha has partnered with FundGuard, a leading provider of fund and investment accounting systems and software, to co-engineer a solution...
FactSet and State Street Alpha: Maximizing the Value of Investment Data
State Street Alpha has partnered with FactSet to give its clients access to a broad range of differentiated investment information. Data is one of the most important entities within the asset management industry. Without accurate and timely data, firms struggle to...
Speaking of Alpha: A Holistic Approach to Managing Benchmark and Index Data
Introducing the State Street Alpha and Rimes Partnership: With the shift to passively managed investments and the rapid growth of ESG-themed products over the past decade, indexes and benchmarks have become central to the investment lifecycle. State Street recently...
Speaking of Alpha: Helping Asset Allocators Become Data-Driven Organizations
A conversation with Bruce Feibel and Kishore Kottapalli "The ability to harness large volumes of portfolio, market, and reference data from multiple sources in a flexible and easily accessible manner creates new opportunities for forward-looking asset...
Sanctions Screening in APAC Capital Markets
The launch of sanctions globally in response to Russia’s invasion of Ukraine has reminded buyside firms of the need for robust screening processes. Effective sanctions screening requires timely, accurate and complete data across investment and operational functions....
Speaking of Alpha: Positioning APAC Asset Owners for Growth
Technology, Services & Operational Transformation: A conversation with Lucy Chen, Peter Sherriff & Clayton Issitt. APAC asset owners are increasingly looking to build scale, either through mergers, expanding into new geographies and asset classes, or...