Charles River News & Updates
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.
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.”
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.
Next 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
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