Charles River Video Library

A Collection of Thought Leadership, Interviews and Explainer Videos

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Redefining Institutional Investing with Alpha — Redefining Institutional Investing with Alpha
Institutional Investors

With Alpha at the center of your investment operations, firms are empowered to drive growth and uncover new opportunities in every market.

Creating Dynamic Operating Models with Smartsourcing — Creating Dynamic Operating Models with Smartsourcing
Operating Models

Experts share their perspectives on what we mean by Smartsourcing and why it is capturing the attention of investment firms today.

Navigating the Changing Investment Technology Landscape — 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.

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

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

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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Latest Insights

Key Themes in Private Credit

Investment and Superannuation: Meeting the Needs of Tomorrow’s Savers

Unlocking the Data Dividend: How Investment Firms Can Navigate Change and Innovation

Smartsourcing – Creating Dynamic Operating Models

From Revolution to Evolution: Building the Next-gen Operating Model

Achieving a New Standard in Data Quality with AI