Charles River Video Library

A Collection of Thought Leadership, Interviews and Explainer Videos
AllDataInstitutionalPartner EcosystemPortfolio & Risk AnalyticsPrivate MarketsState Street Alpha®Cloud & TechnologyThought LeadershipTrading - OEMSWealth Management
Navigating the Changing Investment Technology Landscape

Navigating the Changing Investment Technology Landscape

Institutional Investors

Navigating the Changing Investment Technology Landscape

Institutional Investors

Dan Daum shares his perspectives on rapidly changing industry dynamics & the central role of trusted partners in effecting transformation.

AI Use Cases powered by Snowflake

AI Use Cases powered by Snowflake

Artificial Intelligence

AI Use Cases powered by Snowflake

Artificial Intelligence

Aman Thind, CTO for Alpha, joins theCUBE to discuss AI use cases powered by Snowflake for this segment of Data Cloud Summit 2024.

That’s Settled: The T+1 Growth Opportunity

T+1 Trade Settlement

That’s Settled: The T+1 Growth Opportunity

T+1 Trade Settlement

We’re well-positioned to support your shift to T+1 by offering a range of advanced services.

Private Credit Webinar

Private Credit & Valuations Webinar

Private Markets

Private Credit & Valuations Webinar

Private Markets

Is Private Credit poised for continued growth or facing headwinds as default risks rise and regulatory pressures grow?

Operating Model Design in Private Markets Investments

Operating Model Design in Private Markets Investments

State Street Alpha

Operating Model Design in Private Markets Investments

State Street Alpha

A discussion on operating model design in Private Markets and insights on how investment firms are transforming to meet stakeholder demands.

Making Preparations Ahead of North America’s Shift to T+1 Video

Making Preparations Ahead of North America’s Shift to T+1

T+1 Trade Settlement

Making Preparations Ahead of North America’s Shift to T+1

T+1 Trade Settlement

The TRADE speaks to Charles River about client readiness for the shift to T+1 and the value of AI for the buy-side trading desk

Evolution of the Charles River and Qontigo Partnership

Evolution of the Charles River and Qontigo Partnership

Partner Ecosystem

Evolution of the Charles River and Qontigo Partnership

Partner Ecosystem

The Charles River and Qontigo partnership has provided firms with actionable performance and risk analytics across the investment lifecycle.

State Street Alpha for ETF Issuers

State Street Alpha for ETF Issuers

Exchange Traded Funds

State Street Alpha for ETF Issuers

Exchange Traded Funds

State Street Alpha now supports the entire ETF lifecycle with front, middle and back-office capabilities.

Helping Fixed Income Traders Keep Pace with Rapidly Changing Markets

Helping Fixed Income Traders Keep Pace with Rapidly Changing Markets

Order and Execution Management

Helping Fixed Income Traders Keep Pace with Rapidly Changing Markets

Order and Execution Management

How our OEMS platform helps institutional traders meet rapidly changing demands for best execution, trade automation and portfolio trading.

Charles River Wealth Insights

Charles River Wealth Insights

Wealth Management

Charles River Wealth Insights

Wealth Management

Discussion on recent wealth trends such as SMAs, simplifying Manager-Sponsor communications and developing a partner ecosystem.

State Street Alpha & Rimes: Enhancing Index and Benchmark Data

State Street Alpha & Rimes: Enhancing Index and Benchmark Data

Partner Ecosystem

State Street Alpha & Rimes: Enhancing Index and Benchmark Data

Partner Ecosystem

Our strategic partnership with Rimes provides institutional investors with a broad range of curated benchmark and index data.

Introducing CRD Academy

Charles River IMS

Introducing CRD Academy

Charles River IMS

Clients can access virtual instructor-led and self-paced training to gain an in-depth understanding of Charles River IMS tech and services.

Next-gen Data Management for Investment Firms

State Street Alpha: Next-gen Data Management for Investment Firms

Alpha Data Platform

State Street Alpha: Next-gen Data Management for Investment Firms

Alpha Data Platform

Jeff Shortis spoke at TSAM London to discuss how we’re helping investment firms provide their front office with data-driven insights.

Empowering Institutional Investors with Differentiated Multi-Asset Analytics and Data

Charles River & MSCI: Empowering Investors with Differentiated Multi-Asset Analytics and Data

Partner Ecosystem

Charles River & MSCI: Empowering Investors with Differentiated Multi-Asset Analytics and Data

Partner Ecosystem

How our partnership empowers firms and asset owners with MSCI’s differentiated data and analytics, seamlessly integrated in Charles River.

Exchange Conference

Why Your Clients Are Asking About Direct Indexing… or will soon.

Portfolio Customization

Why Your Clients Are Asking About Direct Indexing… or will soon.

Portfolio Customization

Charles River’s Head of Wealth, Randy Bullard, spoke on direct indexing at the recent Exchange Conference.

Charles River & Qontigo: Powering Scalable Portfolio Customization

Charles River & Qontigo: Powering Scalable Portfolio Customization

Partner Ecosystem

Charles River & Qontigo: Powering Scalable Portfolio Customization

Partner Ecosystem

Qontigo and Charles River discuss how we’re enabling customization at scale, powered by the Axioma Portfolio Optimizer.

MMI Advisory Insights: Navigating the Complexities of Delivering and Distributing Models

MMI Advisory Insights: Navigating the Complexities of Delivering and Distributing Models

Wealth Management

MMI Advisory Insights: Navigating the Complexities of Delivering and Distributing Models

Wealth Management

Asset flows into model portfolios have been rising, presenting a growth opportunity for asset managers who wish to enter this space.

State Street AlphaSM & FactSet: Leveraging Differentiated Data & Portfolio Analytics

Alpha & FactSet: Leveraging Differentiated Data & Portfolio Analytics

Partner Ecosystem

Alpha & FactSet: Leveraging Differentiated Data & Portfolio Analytics

Partner Ecosystem

Partnering with Factset provides clients with differentiated analytics and data sources across the investment lifecycle.

FundGuard Investment Accounting in Charles River

FundGuard Investment Accounting in Charles River

Partner Ecosystem

FundGuard Investment Accounting in Charles River

Partner Ecosystem

Watch how FundGuard and State Street Alpha empower clients with a cloud-native, multi-book fund and investment accounting solution.

Modernizing Data Architecture for Capital Markets Video

Modernizing Data Architecture for Capital Markets

State Street Alpha

Modernizing Data Architecture for Capital Markets

State Street Alpha

The Alpha Data Platform (ADP), powered by Snowflake, provides a fundamentally new approach to managing growing volumes of investment data.

The Evolution of OEMS Strategies and Front-to-Back Platforms

Evolution of OEMS Strategies & Front-to-Back Platforms

Trading - OEMS

Evolution of OEMS Strategies & Front-to-Back Platforms

Trading - OEMS

Watch how open architecture, interoperability and front-to-back platforms are reshaping fintech for investment managers and asset owners.

Portfolio Management and Risk Analytics in Charles River

Portfolio Management and Risk Analytics

Charles River IMS

Portfolio Management and Risk Analytics

Charles River IMS

A complete solution for portfolio construction and optimization, risk forecasting, performance attribution and scenario analysis.

State Street Alpha Data Platform​

State Street Alpha Data Platform​ (ADP)

Data

State Street Alpha Data Platform​ (ADP)

Data

Learn how the Alpha Data Platform (ADP), powered by Snowflake, helps consolidate and streamline data management.

Charles River & A360°: Optimizing the Digital Wealth Experience

Charles River & A360°: Optimizing the Digital Wealth Experience

Wealth Digital Experience

Charles River & A360°: Optimizing the Digital Wealth Experience

Wealth Digital Experience

Charles River and Advisor360° discuss the possible solutions to better leverage technology in the wealth space.

State Street Alpha

Welcome to State Street Alpha​

State Street Alpha

Welcome to State Street Alpha​

State Street Alpha

State Street Alpha can help you streamline and simplify your investment processes – All assets, faster insights, on one platform.

State Street Alpha for Private Markets

State Street Alpha for Private Markets

State Street Alpha

State Street Alpha for Private Markets

State Street Alpha

State Street Alpha for Private Markets provides a complete view of the investment lifecycle supported by a solid data management foundation.

State Street Alpha for Post Trade

State Street Alpha for Post Trade

State Street Alpha

State Street Alpha for Post Trade

State Street Alpha

State Street Alpha can empower you with the post-trade technology and services that best support your operating model.

State Street Alpha for Institutional Traders

State Street Alpha for Institutional Traders

State Street Alpha

State Street Alpha for Institutional Traders

State Street Alpha

Investment managers use Alpha to execute trades across asset classes, demonstrate best execution, & make better informed trading decisions.

State Street Alpha for Portfolio Managers

State Street Alpha for Portfolio Managers

State Street Alpha

State Street Alpha for Portfolio Managers

State Street Alpha

Collaborate & communicate more effectively with Alpha’s open architecture, choice of third-party, data and analytics.

Our ESG Solution

Our ESG Solution

State Street Alpha

Our ESG Solution

State Street Alpha

Learn how we help investment firms and asset owners manage ESG focused portfolios.

Charles River IMS on Azure

Charles River IMS on Microsoft Azure

Charles River IMS

Charles River IMS on Microsoft Azure

Charles River IMS

Charles River IMS in Microsoft Azure helps firms innovate, bring new products to market quickly, and mitigate operational & security risks.

ESG for Wealth Management

ESG for Wealth Management

Tailored Portfolio Solutions

ESG for Wealth Management

Tailored Portfolio Solutions

Charles River and OpenInvest discuss fundamental changes and new opportunities for wealth management firms and individual investors.

Charles River Tailored Portfolio Solutions

Charles River Tailored Portfolio Solutions

Tailored Portfolio Solutions

Charles River Tailored Portfolio Solutions

Tailored Portfolio Solutions

Charles River’s Tailored Portfolio Solutions enables wealth and asset management firms to offer high-value portfolio customization at scale.

Gaining Visibility into Multi-Asset Trading Performance with BestX and Charles River

Gaining Visibility into Multi-Asset Trading Performance with BestX® and Charles River

TCA & TRADE ANALYTICS

Gaining Visibility into Multi-Asset Trading Performance with BestX® and Charles River

TCA & TRADE ANALYTICS

Our partnership & seamless integration with BestX provides comprehensive transaction cost analysis (TCA) capabilities across asset classes.

The Evolution of Direct Indexing

The Evolution of Direct Indexing

Tailored Portfolio Solutions

The Evolution of Direct Indexing

Tailored Portfolio Solutions

MMI & Charles River discuss industry trends and innovations in tech that have enabled the recent surge in interest around direct indexing.

Charles River Wealth Hub

Streamlining Wealth Manager and Sponsor Communications

Charles River Wealth Hub

Streamlining Wealth Manager and Sponsor Communications

Charles River Wealth Hub

The Charles River Wealth Hub is the industry’s first API-driven open network solution, automating and streamlining connectivity.

Trader TV Interview: Charles River and BondCliq

Partner Ecosystem

Trader TV Interview: Charles River and BondCliq

Partner Ecosystem

Charles River’s collaboration with BondCliq helps ensure timely and comprehensive pricing data sourced from the largest broker/dealers.

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