MARCH 2021
Charles River News & Updates

MARCH 2021
Charles River News & Updates

State Street AlphaSM Data Platform & Services

Since the launch of the State Street Alpha Data Platform (ADP), our team has had several opportunities to share the current state of data management in the industry and the challenges investment managers are facing today. We’re pleased to share recordings from recent events and Charles River webinars.

New Approaches to Managing Data

In this interview, Jeff Shortis and Subbiah Subramanian discussed industry trends and headwinds regarding data management and how Charles River’s foundation in providing data management technology and services help firms navigate those shifts.

Next-Gen Tech Enables Growth & Innovation

Gerald Lilly, Dmitriy Illyn, and Jeff Shortis then provided insight into how investment management technology solutions built on cloud-optimized architecture not only solve daily operational challenges, help manage costs and risk, but also enable business growth through innovative capabilities.



Supporting ESG Investing for APAC Asset Owners
Peter Sherriff explores the drivers behind increased ESG investing in APAC and best practices for asset owners to consider.
ESG and the Biden Presidency
State Street Global Advisors® discusses the climate change policy changes expected with the Biden administration.

Anecdata: What Traders Know
Jay Hinton and Kyle Pedrotty continue their series on trade automation.
Can We Trust Machines to Pick Stocks?
Our colleagues at State Street Associates® put machine learning to the test.

Want more? See our Insights articles HERE.

Webinars: Data & Ecosystem

Introducing the Alpha Data Platform
Take a closer look at how the Alpha Data Platform (ADP) provides a transformational approach to harnessing the power of both internally- generated and externally-acquired data.

US/EMEA: February 24, 2021
Watch The Replay
APAC: March 3, 202
Register Now

Streamlining Data Management: The State Street Alpha℠ Data Services Continuum
Stephen Johns and Elaine Pierce from the State Street Alpha℠ team discuss the evolution of data management services and how State Street Alpha Data Services help ensure high quality data across the investment process.
Watch the Replay

A Solid Data Foundation for the Buy Side
Jeff Shortis and Subbiah Subramanian explored the current state of Charles River’s data management technology and services and how the State Street Alpha℠ Data Platform enables a seamless, next-gen data experience for investment managers.

Watch the Replay

MSCI Fixed Income Factor Models in Charles River IMS
MSCI and Charles River discuss how our relationship streamlines access to MSCI Fixed Income factor models within Charles River IMS for portfolio managers and analysts.
Watch the Replay

Charles River Spotlight

Wealth Management – Direct Indexing: 2020’s Surge is Just the Beginning

Charles River’s Head of Wealth Management, Randy Bullard, offers his views on the recent popularity of direct indexing and its implications for wealth management firms in the near term. “Compared to an index mutual fund or ETF, direct index portfolios offer retail investors a number of benefits. By owning the underlying securities directly, the investor has the opportunity to harvest tax losses within the portfolio while continuing to maintain relatively tight tracking error.”

Interview: Bond Trading

Corporate bond traders have long been challenged by incomplete, stale or inaccurate pricing data. In this interview, Mike Beattie and Chris White from BondCliq are interviewed about the Charles River and BondCliq collaboration and how it helps bond traders make better informed decisions. Delivering this data via the Charles River OMS helps bond traders make better informed and more confident decisions when placing trades and evaluating brokers.


Registration Open: Next Level Learning

Next Level Learning IconNext Level Learning registration is now open for Charles River IMS training courses. The Educational Services team has designed a series of courses offered on a regular basis to enrich and expand your knowledge of Charles River IMS. Using a webinar format, our trainers will share product “how tos” and best practices for different components and workflows. Courses include “Capturing Proposed Orders in the Idea List,” “Tips and Tricks to Navigate and Configure the Compliance Workspace,” and more. View the Class List


Rest Super selects Charles River IMS to Streamline Front and Middle Office Operations
One of Australia’s largest industry superannuation funds, the Retail Employees Superannuation Trust (Rest), with approximately 1.8 million members, has selected Charles River IMS to consolidate their front and middle office operations for managing asset allocation, global equities, fixed income, FX and futures.

OTCX Certifies Integration with Charles River IMS
Charles River now integrates with OTCX, the leading multi-dealer RFQ platform for off-venue interest rate derivatives. As part of Charles River IMS, OTCX links clients directly to their dealers, providing trading workflow efficiencies and helping dramatically reduce operational risk due to manual input.

State Street Recognized by Built In
State Street was named by recruiting and news hub Built In as one of “22 Companies Spearheading Digital Innovation in Their Industries in 2021” in which State Street was recognized as a leader in spearheading digital innovation for Alpha.

Vontobel Asset Management Transitions Front-to-Back Investment Servicing to State Street Alpha
The multi-year service agreement represents a new strategic partnership between State Street and Vontobel Asset Management, an active asset manager with global reach and a multi-boutique approach with more than CHF 120 billion in assets under management (AUM).

Charles River Development – A State Street Company is a wholly owned business of State Street Corporation (incorporated in Massachusetts).

This document and information herein (together, the “Content”) is subject to change without notice based on market and other conditions and may not reflect the views of State Street Corporation and its subsidiaries and affiliates (“State Street”). The Content is provided only for general informational, illustrative, and/or marketing purposes, or in connection with exploratory conversations; it does not take into account any client or prospects particular investment or other financial objectives or strategies, nor any client’s legal, regulatory, tax or accounting status, nor does it purport to be comprehensive or intended to replace the exercise of a client or prospects own careful independent review regarding any corresponding investment or other financial decision. The Content does not constitute investment research or legal, regulatory, investment, tax or accounting advice and is not an offer or solicitation to buy or sell securities or any other product, nor is it intended to constitute any binding contractual arrangement or commitment by State Street of any kind. The Content provided was prepared and obtained from sources believed to be reliable at the time of preparation, however it is provided “as-is” and State Street makes no guarantee, representation, or warranty of any kind including, without limitation, as to its accuracy, suitability, timeliness, merchantability, fitness for a particular purpose, non-infringement of third-party rights, or otherwise. State Street disclaims all liability, whether arising in contract, tort or otherwise, for any claims, losses, liabilities, damages (including direct, indirect, special or consequential), expenses or costs arising from or connected with the Content. The Content is not intended for retail clients or for distribution to, and may not be relied upon by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to applicable law or regulation. The Content provided may contain certain statements that could be deemed forward-looking statements; any such statements or forecasted information are not guarantees or reliable indicators for future performance and actual results or developments may differ materially from those depicted or projected. Past performance is no guarantee of future results. No permission is granted to reprint, sell, copy, distribute, or modify the Content in any form or by any means without the prior written consent of State Street.
The offer or sale of any of these products and services in your jurisdiction is subject to the receipt by State Street of such internal and external approvals as it deems necessary in its sole discretion. Please contact your sales representative for further information.