Charles River Video Library

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Evolution of the Charles River and Qontigo Partnership — 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 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

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

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

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

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

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

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

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

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

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

Macro Outlook – Time for Optimism? — Macro Outlook – Time for Optimism?
2023 Outlook

Lee Ferridge, Head of Macro Strategy, Americas, at State Street Global Markets® discusses three bearish trends facing investors in 2023.

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

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

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

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

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

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 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

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 provides a complete view of the investment lifecycle supported by a solid data management foundation.

Snowflake Summit with Charles River and Invesco — Building a Connected Data Ecosystem for Accelerated Time-to-Insight
State Street Alpha

Charles River & Invesco explain the value proposition for organizations looking to gain faster risk and investment insights from their data.

State Street Alpha for Post Trade — 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

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

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

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

Accelerating Insights for Investment Managers with State Street Alpha
State Street Alpha

Watch how the Alpha Data Platform, powered by Snowflake, helps firms unlock greater value from existing data and external sources.

Charles River IMS on Azure — 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

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

Leveraging MSCI’s Portfolio Analytics in Charles River — Leveraging MSCI’s Portfolio Analytics in Charles River
Partner Ecosystem

MSCI and Charles River discuss how our partnership helps leverage MSCI’s portfolio and risk analytics across asset classes.

Charles River 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.

Mercatus Webinar: Private Markets — Introduction to State Street Alpha for Private Markets
Private Markets

Learn how the acquisition of Mercatus can enhance the innovative technology that drives Alpha for Private Markets.

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

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

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

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

Charles River Featured at Microsoft Inspire Virtual Conference — Charles River Featured at Microsoft Inspire Virtual Conference
Partner Ecosystem

In the “Financial Services Regulatory Compliance in the Cloud” session Spiros Giannaros, CEO, discussed our selection of Microsoft Azure.

Charles River & Qontigo: Next Phase of Our Partnership — Charles River & Qontigo: Next Phase of Partnership
Partner Ecosystem

Our integration with Qontigo's risk and portfolio analytics including the Axioma suite of equity, fixed income and multi-asset class models.

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.

Mercatus Webinar: Private Markets — Solving Private Equity Data Challenges
Private Markets

Learn how we are solving today’s data challenges to define the future of data management in Private Markets through a single solution.

The Importance of Trading Protocols at Fixed Income Leaders Summit — The Importance of Trading Protocols
Fixed Income

Fixed Income experts discuss the evolving role of trading protocols, their impact on execution costs & the integral role of pre-trade data.

Next Gen Tech Panel Discussion at TSAM Tech Show — Next Gen Tech Panel Discussion at TSAM Tech Show
Technology

Charles River discusses investment management technology solutions built on next generation, cloud-optimized architecture.

Mercatus Webinar: Private Markets — Private Markets: A Silent Revolution
Private Markets

Our discussion on findings from a recent survey of private market asset managers and asset owners.

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