Insights

A Collection of Thought Leadership Articles for Institutional Investors

Insights

A Collection of Thought Leadership Articles for Institutional Investors
Speaking of Alpha: Enabling a Whole of Fund View for Canadian Pensions to Accelerate Data-driven Investment Insights

Speaking of Alpha: Enabling a Whole of Fund View for Canadian Pensions to Accelerate Data-driven Investment Insights

In this article, our panelists discuss industry challenges and the role that State Street plays in providing pensions with timelier insights into their investments and associated risk exposures.​ Canadian pensions are among the most sophisticated institutional...

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T+1 is Coming in 2024

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...

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Viewpoints: Advocating for Equity

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...

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A Platform for Change, A Platform for Now

A Platform for Change, A Platform for Now

By: Melissa Monahan, Campus Recruiting Lead. Last year marked State Street’s 14th year as the presenting sponsor of the Annual Massachusetts Conference for Women, which celebrates, supports, and encourages women and their contributions to the workplace. Traditionally,...

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UX Insights Article: The Grid is Dead. Long Live the Grid.

UX Insights Article: The Grid is Dead. Long Live the Grid.

by Jay Hinton and Sean Jacobs Look at any marketing material for a trading application, and you’ll quickly come to the conclusion that the trading applications of the future will have no grids—it will be all graphs, blinking lights and price tiles. At the same time,...

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Simplifying Buy-Side Operations with SaaS

Simplifying Buy-Side Operations with SaaS

Tom Driscoll, Global Managing Director, on the benefits of combining software, data, infrastructure, FIX Network and other services with Charles River’s SaaS-based deployment. Visit our SaaS Overview page and read the press release on Charles River's Global ISO...

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An EDM Reality Check for the Buy-Side

An EDM Reality Check for the Buy-Side

Enterprise Data Management (EDM) is increasingly viewed as a strategic differentiator for buy-side firms. Properly implemented, an EDM solution underpins a firm’s ability to offer differentiated products, centralise firm-wide data, manage complex fixed income and...

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Two Approaches to Stress Testing

Two Approaches to Stress Testing

Stress tests are risk management tools widely used by both institutional investment managers and regulatory authorities. While annual Dodd-Frank Act stress tests of large financial institutions garner lots of media coverage, the same tools are applied by portfolio...

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Buy-Side Data: Getting it Right

Buy-Side Data: Getting it Right

Data management and provisioning are two of the biggest challenges facing buy-side firms. Front and middle office operations require significant amounts of pricing and security reference data from a number of disparate sources. The individual vendors of those data...

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An Execution Analysis Framework

An Execution Analysis Framework

Regulators and institutional investors are demanding that buy-side firms demonstrate “best execution” for fixed income instruments. But defining the term in a fixed income context is rather subjective. While regulators are working on a detailed definition that...

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Easing the e-Trading Transition

Easing the e-Trading Transition

The massive changes in fixed income markets since 2008 have been widely discussed; see these Institutional Investor and BIS articles for an in-depth analysis. Shrinking liquidity and limited price transparency pose significant problems for credit desks, leaving...

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