We’re off to an eventful 2024 at Charles River and there is a lot to share, including news regarding our private markets solution, upcoming Client Connect events, and more.
First, we recently announced the news that we are retiring the Mercatus brand and have introduced a new name for our private markets front to back solution: Charles River for Private Markets. This change represents an effort to simplify how we represent ourselves to our customers and the market. Private markets remains an important growth opportunity for Charles River and State Street, and we’re excited about further establishing our footprint. We held a webinar about Investing in Private Markets – the replay is now available and you can learn more about our capabilities here.
We’re looking forward to seeing you at our next set of Client Connect events in Boston on April 24 and in London on May 14. The agenda will include corporate and product updates and a panel on AI as well as breakout sessions in areas such as Front Office, Middle Office, Portfolio Analytics, Compliance, and Technology. We build the agenda for this and all of our Client Connect events from your feedback and we think that input has been key to the success of these events over the past few years. Stay tuned for the full agenda and in the meantime, I would encourage you to register as soon as possible as there are a limited number of spots available. If you have any questions, please reach out to your Client Manager.
In addition to Charles River events, we’re continuing to attend and speak at a variety of industry events, including InvestOps, BISA, the MMI Summit and upcoming at the IMAS Investment Conference, Emerging Asset Managers Forum, and TradeTech Europe.
I recently participated in a panel discussion along with our partners, Snowflake and Microsoft, at Snowflake’s virtual Accelerate Financial Services event. We discussed how financial firms are driving data, technology, and organizational transformation within their companies. It was gratifying to discuss these topics and hear new perspectives in light of Charles River’s own evolution with respect to data and cloud.
On another positive note, Charles River’s technology capabilities continue to receive industry accolades. So far in 2024, we have won six awards for our wealth management, OMS, front office solution, and data management solution. It’s an honor to be recognized by our peers – you can view all of the awards we have won on our website.
It’s been a busy and productive first quarter and we’re looking forward to what else 2024 will bring.
Charles River announced that it has been appointed by Perpetual Group (Perpetual) to manage its front office operations for its Australian asset management business. Perpetual’s Australian asset management business will adopt the Charles River IMS to manage its domestic and global portfolios, order and execution, compliance, post trade processing and front office data.
Democratizing Data Access Read our Insight that discusses the benefits of democratizing access to curated, role-appropriate data for asset owners and investment firms. READ NOW
Modernizing Investment Operations for Insurers Read about the challenges facing insurers today and how our cross-disciplinary teams apply decades of expertise to help clients transform their operating models and drive growth. READ NOW
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 Charles River for Private Markets, for our front and middle office technology solution for private markets.
We are honored to be a finalist in the 2024 TradingTech Insight Awards – USA in the Best Buy-Side OMS and Best Fixed Income Trading Solution categories. We would appreciate your vote for us – simply click this link, register your name, and scroll to categories 29 and 33 and select Charles River from the list! Voting is open until Friday, April 12, 2024.
Curious about what’s new in our latest release, 23R3? Check out 14 new release feature videos in CRD Academy. Next up, we have scheduled remote, instructor-led courses that will be held between April and June.
Will you be joining us at Client Connect Boston – April 24 or London – May 14? Stop by our Educational Services table and let’s discuss training opportunities for your firm!
Curious about what’s new in our latest release, 23R3? Check out 14 new release feature videos in CRD Academy. Next up, we have scheduled remote, instructor-led courses that will be held between April and June.
Will you be joining us at Client Connect Boston – April 24 or London – May 14? Stop by our Educational Services table and let’s discuss training opportunities for your firm!
MMI Emerging Managers Forum Meet Charles River Wealth from April 17-18 in NYC at this unique event for intermediary advisory management firms on strategies to learn, adapt, and compete in this space.
Il Salone Del Risparmio Meet us at Il Salone Del Risparmio on April 9-11, the largest conference in southern Europe for European Asset Managers and Wealth Managers. Join Charles River’s panel discussion: 2024, the year of great geopolitical challenges – Alpha available to Wealth Managers in an uncertain scenario.
TradeTech Europe 2024 Meet us at TradeTech 2024 in Paris, France from April 22-24 and join the Trade Automation Panel to hear Charles River product experts discussing how to build the right functionalities into a multi-asset OMS.
We’ve launched another set of in-person Client Connect events. Once again, it’s great opportunity to connect and engage with many of you. The agenda will include corporate and product updates and a panel on AI as well as breakout sessions in areas such as Front Office, Middle Office, Portfolio Analytics, Compliance, and Technology.. Register now:
Rapid evolution in global equity market structure, resource constraints, evolving regulations, and fragmented liquidity create obstacles to achieve best execution. Challenges around data analysis for venue, algo, and overall transaction cost performance further complicate the trading landscape. Charles River’s Investment Management Solution provides equity traders with the capabilities to help improve productivity and allocate trading resources more efficiently to achieve better outcomes. Join our next Explore & Learn webinar to hear from Charles River product experts, Maria White, Product Manager Equity Trading, and Michael Beattie, Head of Product Strategy, discuss our EMS capabilities as well as recent and upcoming enhancements.
Continued growth and expansion of the ETF market presents unique challenges for issuers. Fees are continuing to decline, regulatory pressure for transparency is growing, and disparate, manual, bespoke workflows add risk. State Street Alpha® for ETFs offers the industry’s first integrated, end-to-end solution that addresses the needs of ETF issuers, helping them to outsource certain functions and retire legacy systems, allowing them to focus on their core competencies.
Join Raghav Malhotra, Senior Product Manager, Portfolio Management, Charles River and Cole Townsend, Alpha for ETFs Product Owner, State Street for our next Explore & Learn webinar.
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