Video Library

Product Highlights

Charles River IMS on Azure

Charles River delivers the Charles River IMS in the Microsoft® Azure cloud to help firms innovate, bring new products to market quickly, and mitigate operational & security risks.
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The Charles River Wealth Hub is the industry’s first API-driven open network solution, automating and streamlining connectivity between separate account asset managers and wealth management platform sponsors.
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Tailored Portfolio Solutions

Charles River’s Tailored Portfolio Solutions enables wealth and asset management firms to offer high-value portfolio customization at scale tailored to the requirements of each individual investor.
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State Street Alpha^SM

Welcome to State Street Alpha

From risk analytics and portfolio management through to trading, compliance and settlement, State Street Alpha can help you streamline and simplify your investment processes – all on one platform.
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Introducing the State Street Alpha Data Platform

Learn how the Alpha Data Platform (ADP), powered by Snowflake, helps consolidate and streamline data management for institutional investment managers and asset owners.
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Alpha for Private Markets

With scalability and flexibility at its core, our private markets solution, powered by Mercatus, helps investment firms and asset owners meet the unique challenges presented by private assets.
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Alpha for Portfolio Managers

Portfolio managers, traders and risk teams collaborate & communicate more effectively with Alpha’s open architecture, choice of third-party tools, data & analytics that best support your investment process.
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Alpha for Institutional Traders

Learn how investment managers use State Street Alpha to execute trades across asset classes, demonstrate best execution for their clients, and make better informed trading decisions leveraging their preferred analytics.
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Alpha for for Post Trade

Learn how State Street Alpha can empower your firm with the post-trade technology and services that best support your operating model, reducing the potential for failed trades and expediting straight-through processing.
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Learn More About Charles River IMS

Learn More About Wealth Management

Learn More About State Street Alpha

Watch our 2 Minute Take Series

Charles River Development product specialists discuss key buy-side industry trends and technology solutions in this series of two minute videos.

Topics Include:

Transitioning to the OEMS

Innovative Trade Analytics in the OEMS

The Evolution of Transaction Cost Analysis in a Multi-Asset World

Enabling Enterprise Wealth Management

Manager Sponsor Communications in Wealth Management

Multiple Product Lines in Wealth Management

High Quality Data Delivered as a Service

Preparing for LIBOR’s Retirement

Scenario Analysis and Stress Testing

Pooled Investments

Evaluating Portfolio Risk & Performance on a Single Technology Platform

Supporting Smart Beta and other Factor-based Products with Technology

Scaling OCIO Services with an Enterprise Investment Management Solution

Insourcing vs Outsourcing Your Middle Office

Minimizing Failed Trades with a Unified Middle Office Solution

Expedited Trade Settlement and Post-Trade Processing

Managing Buyside Research Payments

How the Investment Book of Record Bridges the Gap Between the Front & Middle Office

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Partner Ecosystem

Leveraging MSCI’s Portfolio Analytics

MSCI’s Jorge Mina and Charles River’s Matt Daly on how our partnership helps institutional investment managers leverage MSCI’s portfolio and risk analytics across asset classes from Charles River IMS.
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Looking Forward to the Next Phase of Our Partnership

Through the partnership, the Charles River IMS integrates with our risk and portfolio analytics, including the Axioma suite of equity, fixed income and multi-asset class models alongside our portfolio optimizer.
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Charles River Featured at Microsoft Inspire Virtual Conference

Spiros Giannaros, Charles River president and CEO, participated in the “Financial Services Regulatory Compliance in the Cloud” session to discuss Charles River’s selection of Microsoft® Azure.
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Charles River and BondCliQ Interview with Trader TV

We discuss Charles River’s collaboration with bond pricing provider BondCliQ, and how it delivers dynamic, accurate and timely pricing data sourced from leading broker/dealers.
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Using Factor Models to Build Better Portfolios with Northfield

Learn how Northfield’s multi-asset factor model helps our clients gain insight into portfolio risk factors, optimize their portfolios & attribute manager performance.
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Streamlining Buy-Side FX Trading on a Single Platform

Learn how 360T Trading Networks partners with Charles River to help buy-side firms streamlined workflows and manage all of their FX needs on a single platform.
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Global Shareholder Disclosure: Challenges and Solutions

aosphere discusses three global shareholder disclosure challenges facing buy-side firms and learn about the rapidly changing regulatory environment.
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Learn More About Our Partners

Speaker Spotlight

The Importance of Trading Protocols

In this panel discussion at the Fixed Income Leaders Summit, Charles River discusses the evolving role of trading protocols, their impact on execution costs and the integral role of pre-trade data.
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A-Team Data Summit

Charles River was a keynote presenter at the Data Summit USA Virtual where he participated in the “Re-thinking the Data Delivery Paradigm: Transitioning to the Next-Gen Data Warehouse” session.
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The Evolution of Direct Indexing

In this MMI Advisory Insights interview, Charles River discusses the industry trends and innovations in technology that have enabled the recent surge in interest around direct indexing.
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Collateral Management Challenges

With multiple touch points across the front and middle office, Charles River discusses the regulatory challenges driving the adoption of Buy-Side Collateral Management solution at the InvestOps Conference.
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Charles River Featured at TSAM Tech Show

Data leads for the State Street Alpha℠ team, discuss industry headwinds and shifting approaches to data management and how Charles River’s foundation in providing data management technology and services help firms navigate those shifts.
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Next Gen Tech Panel Discussion at TSAM Tech Show

Experts discuss how investment management technology solutions built on next generation, cloud-optimized architecture not only solve daily operational challenges, manage costs and risk, but also enable business growth through innovative capabilities.
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Trade Automation in Global Fixed Income Markets

Michael Beattie, Director of Product Strategy at Charles River, discusses the future of expanding fixed income trade automation and the build-out of Charles River’s partner ecosystems.
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The Evolving Role of the Fixed Income O/EMS, Partner Ecosystem and Buy-Side Trader

Vidya Guruju, Product Manager, Fixed Income Trading at Charles River, talks about the evolution of the combined EMS & OMS platforms and the continued importance of high-touch trading in fixed income.
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Supporting Trader Requirements with an OEMS

Alun Cutler, Director of Product Management at Charles River talks about key benefits and differentiators of the multi-asset OEMS.
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Managing Multi-Asset Risk with an OEMS

Charles River’s Alun Cutler discusses how a multi-asset order and execution management system (OEMS) helps firms support growing buy-side adoption of cross-asset strategies effectively.
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The Downsized Fixed Income Trading Desk

Amid electronification, regulatory change and the replacement of LIBOR, perhaps the biggest trend in fixed income markets is the downsizing of the trading desk, says Vidya Guruju, product manager for Charles River. Speaking with TABB Group, Guruju explains how the need for traders to focus on high-risk orders and offload and automate low-touch orders is shaping the opportunity for OMS and EMS providers.
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Supporting Multi-Asset Product Management with Cloud-based Technology & Workflow Automation

Responding to growing regulatory burdens and margin compression, buy-side firms are migrating to the cloud, automating workflows and launching multi-asset-class solutions. Dan Daum, Charles River Development and Dayle Scher, TABB Group, discuss.
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Optimizing Fixed Income Execution

With the launch of MiFID II and 100+ new venues, fixed income firms are challenged to leverage the growing volumes of trade data. We explore how an OEMS helps the buy-side navigate the new trading landscape and emerging data management technologies.
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Thought Leadership

The Changing Role of the Buy-Side Middle Office

Supporting new investment products, keeping pace with expanded regulatory reporting requirements and providing the front office with timely cash and position data places increasing demands on the buy-side middle office. Join product specialists to hear how a unified front and middle office platform can help firms deal with these challenges while streamlining their investment processes and reducing operational risk and cost.
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Evolution of the Smart Order and Execution Management System

In the past, buy-side firms had to purchase and integrate separate Order Management Systems (OMS) and Execution Management Systems (EMS), often from different vendors increasing operational risk and system maintenance costs. Charles River solved this problem by creating a multi-asset Order and Execution Management System (OEMS) complete with data, FIX connectivity, Transaction Cost Analysis (TCA) and trade analytics.
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Managing Funds by Strategy: Decoupling from the Back Office

Charles River hosted a panel discussion to understand how investment technology is evolving to help fund managers combat margin compression, address growing regulatory mandates and support innovative new products. By decoupling their investment process from back office accounting systems, firms obtain an investment-centric view of their portfolios that enables innovation and reduces manual workflows.
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