November 2022
Charles River® News & Updates

November 2022
Charles River® News & Updates

Ruby ChiuNote from Ruby Chiu, Head of Client Management

It’s hard to believe that 2022 is coming to a close, and I wanted to share some upcoming events we have planned for you. We just launched our third annual client survey to get your feedback on our products, services, and strategies. These surveys are part of our commitment and continued focus on enhancing your experience with Charles River. As in previous years, we will share those results with you and show how your feedback is helping to inform our product strategy and roadmap. You should have received an email from us within the last week. If you did not, please reach out to your Client Manager. Responses are due back to us no later than December 9 – as always, we thank you for taking the time to participate.

With the return of in-person meetings and industry events, we’ve been able to meet with many of you in person and look forward to more of the same in 2023. While we welcome this direct collaboration, we have heard from you that you appreciate the additional touchpoints provided by virtual events, so we plan to continue our program of Explore and Learn webinars, product roundtables, and Client Connect.

The next Client Connect events will take place on December 1 for AMRS and EMEA and December 8 for APAC. We just announced the agenda, which was developed with feedback from you on the topics and product areas you most want to hear about. Our CEO, Spiros Giannaros, will kick off the event with a Corporate Update followed by State Street Global Market’s Lee Ferridge, who will provide a macro outlook for 2023, and whether this is a time for optimism after the last few years of geopolitical uncertainty and turmoil. You’ll also hear about leveraging capabilities from our Partner Ecosystem, including FundGuard, Rimes, and Factset, addressing challenges and opportunities within private markets, how institutional managers can improve model management and distribution within wealth channels, and more.

In other news, we announced two additions to our Partner Ecosystem. DirectBooks helps optimize primary issuance of fixed income securities and FundGuard will allow clients to consolidate multiple books of record. We were also honored to win two awards from WatersTechnology Asia for “Best Front Office Platform” (Charles River IMS) and “Best Managed Data Service Provider” (State Street Alpha℠).

As the year wraps up and we enter the holiday season, I want thank all of our clients for your continued engagement and partnership with Charles River. We’re looking forward to 2023 and continued collaboration with you. Happy Holidays to you, your families, and friends from all of us at Charles River.

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Thought Leadership

 

A Holistic Approach to Managing Benchmark and Index Data
State Street recently announced a strategic partnership with Rimes to enhance our State Street Alpha Data Service with Rimes’ extensive array of global benchmarks and indexes.
VIEW ARTICLE

Helping Asset Allocators Become Data-Driven Organizations
The challenges and opportunities facing allocators as they seek to extract more insight from growing volumes of portfolio, market and reference data generated across multiple sources.
VIEW ARTICLE

Sanctions Screening in APAC Capital Markets
The launch of sanctions in response to Russia’s invasion of Ukraine has reminded buyside firms of the need for robust screening processes. Charles River delves into some of the operational data challenges and the processes required to manage and mitigate these risks.
VIEW ARTICLE

Effective Data Management for Insurers
For insurers, effective data management can provide greater analysis capabilities, a focused business model, and drive operational excellence.
VIEW ARTICLE

News & Updates

PARTNER ECOSYSTEM

State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha

FundGuard has been selected to serve as a strategic accounting solution for State Street Alpha. FundGuard is a highly scalable cloud-native investment accounting, fund accounting, and contingency NAV solution.

The FundGuard accounting solution will be integrated for straight-through processing from portfolio management and trading in the Charles River Investment Management Solution through to custody and administration.

Charles River and DirectBooks Announce Collaboration to Streamline Primary Issuance in Charles River IMS

Charles River announced a collaboration with DirectBooks enabling investment firms to manage primary issuance workflows in Charles River IMS. DirectBooks optimizes primary issuance of fixed income securities by streamlining communications workflows between underwriters and institutional investors.

AWARD WIN

Charles River and State Street Alpha Award Wins
We’re thrilled to announce that WatersTechnology Asia Awards has named Charles River the “Best Front Office Platform” and Alpha Data Services the “Best Managed Data Service Provider.”

IN THE NEWS

Charles River featured in InvestmentNews
Charles River’s Nick Diodati and Advisor360’s Rich Hart co-authored this article discussing the current state of wealthtech, the challenges and possible solutions for wealth management firms who wish to leverage today’s technology capabilities.

AWARD WIN

Charles River and State Street Alpha Award Wins

We’re thrilled to announce that WatersTechnology Asia Awards has named Charles River the “Best Front Office Platform” and Alpha Data Services the “Best Managed Data Service Provider.”

IN THE NEWS

Charles River featured in InvestmentNews

Charles River’s Nick Diodati and Advisor360’s Rich Hart co-authored this article discussing the current state of wealthtech, the challenges and possible solutions for wealth management firms who wish to leverage today’s technology capabilities.

Webinar Highlights

Charles River Explore & Learn Webinars are designed to help discover new ways to leverage Charles River IMS, and our growing partner ecosystem.

Axioma Portfolio Optimizer™ in Charles River

The Axioma Portfolio Optimizer provides a robust toolkit to construct portfolios, test strategies and obtain insights into drivers of risk & return.

Streamlining Compliance Across Jurisdictions with the Charles River LawCard® Solution

Our solution helps reduce burdens required to remain compliant.

Introducing CRD Academy

With CRD Academy, our online learning platform, clients can access virtual instructor-led and self-paced training to gain an in-depth understanding of Charles River IMS.

Trade Automation and the Broker Wheel

Learn how traders can leverage our broker wheel and multi-asset trade automation capabilities alongside our innovative partnerships.

Video Spotlight

Learn why State Street chose Snowflake as the foundation of the State Street Alpha Data Platform, the significant synergies enabled by our partnership and how clients are leveraging our platform to gain faster investment insights and radically simplify their operational environment.

Modern technology offers wealth managers and advisors with the right tools to succeed. Legacy technology and numerous new solutions can be a challenge to navigate. Charles River and Advisor360°, discuss the possible solutions to better leverage technology in the wealth space.

Our partnership and seamless integration with BestX provides comprehensive transaction cost analysis (TCA) capabilities across asset classes. Watch this demo for for fixed income traders, to learn how BestX helps gain deeper insight into transactions costs and execution quality.

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