
State Street Alpha: Next-gen Data Management for Investment Firms
Alpha Data PlatformState Street Alpha: Next-gen Data Management for Investment Firms
Alpha Data PlatformJeff Shortis spoke at TSAM London to discuss how we’re helping investment firms provide their front office with data-driven insights.

Charles River & MSCI: Empowering Investors with Differentiated Multi-Asset Analytics and Data
Partner EcosystemCharles River & MSCI: Empowering Investors with Differentiated Multi-Asset Analytics and Data
Partner EcosystemHow our partnership empowers firms and asset owners with MSCI’s differentiated data and analytics, seamlessly integrated in Charles River.

Why Your Clients Are Asking About Direct Indexing… or will soon.
Portfolio CustomizationWhy Your Clients Are Asking About Direct Indexing… or will soon.
Portfolio CustomizationCharles River’s Head of Wealth, Randy Bullard, spoke on direct indexing at the recent Exchange Conference.

Charles River & Qontigo: Powering Scalable Portfolio Customization
Partner EcosystemCharles River & Qontigo: Powering Scalable Portfolio Customization
Partner EcosystemQontigo 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
Wealth ManagementMMI Advisory Insights: Navigating the Complexities of Delivering and Distributing Models
Wealth ManagementAsset 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?
2023 OutlookMacro Outlook – Time for Optimism?
2023 OutlookLee Ferridge, Head of Macro Strategy, Americas, at State Street Global Markets® discusses three bearish trends facing investors in 2023.

Alpha & FactSet: Leveraging Differentiated Data & Portfolio Analytics
Partner EcosystemAlpha & FactSet: Leveraging Differentiated Data & Portfolio Analytics
Partner EcosystemPartnering with Factset provides clients with differentiated analytics and data sources across the investment lifecycle.

FundGuard Investment Accounting in Charles River
Partner EcosystemFundGuard Investment Accounting in Charles River
Partner EcosystemWatch 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
State Street AlphaModernizing Data Architecture for Capital Markets
State Street AlphaThe Alpha Data Platform (ADP), powered by Snowflake, provides a fundamentally new approach to managing growing volumes of investment data.

Evolution of OEMS Strategies & Front-to-Back Platforms
Trading - OEMSEvolution of OEMS Strategies & Front-to-Back Platforms
Trading - OEMSWatch how open architecture, interoperability and front-to-back platforms are reshaping fintech for investment managers and asset owners.

Portfolio Management and Risk Analytics
Charles River IMSPortfolio Management and Risk Analytics
Charles River IMSA complete solution for portfolio construction and optimization, risk forecasting, performance attribution and scenario analysis.

State Street Alpha Data Platform (ADP)
DataState Street Alpha Data Platform (ADP)
DataLearn how the Alpha Data Platform (ADP), powered by Snowflake, helps consolidate and streamline data management.

Charles River & A360°: Optimizing the Digital Wealth Experience
Wealth Digital ExperienceCharles River & A360°: Optimizing the Digital Wealth Experience
Wealth Digital ExperienceCharles River and Advisor360° discuss the possible solutions to better leverage technology in the wealth space.

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

Trader TV Interview: Better Data on the Trader’s Desktop
Partner EcosystemTrader TV Interview: Better Data on the Trader’s Desktop
Partner EcosystemLedgerEdge and Charles River have collaborated to bring the execution protocols that LedgerEdge offers alongside client data protection.

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

Building a Connected Data Ecosystem for Accelerated Time-to-Insight
State Street AlphaBuilding a Connected Data Ecosystem for Accelerated Time-to-Insight
State Street AlphaCharles 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 AlphaState Street Alpha for Post Trade
State Street AlphaState 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 AlphaState Street Alpha for Institutional Traders
State Street AlphaInvestment 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 AlphaState Street Alpha for Portfolio Managers
State Street AlphaCollaborate & communicate more effectively with Alpha’s open architecture, choice of third-party, data and analytics.

Our ESG Solution
State Street AlphaOur ESG Solution
State Street AlphaLearn how we help investment firms and asset owners manage ESG focused portfolios.

Accelerating Insights for Investment Managers with State Street Alpha
State Street AlphaAccelerating Insights for Investment Managers with State Street Alpha
State Street AlphaWatch how the Alpha Data Platform, powered by Snowflake, helps firms unlock greater value from existing data and external sources.

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

ESG for Wealth Management
Tailored Portfolio SolutionsESG for Wealth Management
Tailored Portfolio SolutionsCharles River and OpenInvest discuss fundamental changes and new opportunities for wealth management firms and individual investors.

Leveraging MSCI’s Portfolio Analytics in Charles River
Partner EcosystemLeveraging MSCI’s Portfolio Analytics in Charles River
Partner EcosystemMSCI and Charles River discuss how our partnership helps leverage MSCI’s portfolio and risk analytics across asset classes.

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

Introduction to State Street Alpha for Private Markets
Private MarketsIntroduction to State Street Alpha for Private Markets
Private MarketsLearn 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
TCA & TRADE ANALYTICSGaining Visibility into Multi-Asset Trading Performance with BestX® and Charles River
TCA & TRADE ANALYTICSOur partnership & seamless integration with BestX provides comprehensive transaction cost analysis (TCA) capabilities across asset classes.

The Evolution of Direct Indexing
Tailored Portfolio SolutionsThe Evolution of Direct Indexing
Tailored Portfolio SolutionsMMI & Charles River discuss industry trends and innovations in tech that have enabled the recent surge in interest around direct indexing.

Streamlining Wealth Manager and Sponsor Communications
Charles River Wealth HubStreamlining Wealth Manager and Sponsor Communications
Charles River Wealth HubThe 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
Partner EcosystemCharles River Featured at Microsoft Inspire Virtual Conference
Partner EcosystemIn the “Financial Services Regulatory Compliance in the Cloud” session Spiros Giannaros, CEO, discussed our selection of Microsoft Azure.

Charles River & Qontigo: Next Phase of Partnership
Partner EcosystemCharles River & Qontigo: Next Phase of Partnership
Partner EcosystemOur 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 EcosystemTrader TV Interview: Charles River and BondCliq
Partner EcosystemCharles River’s collaboration with BondCliq helps ensure timely and comprehensive pricing data sourced from the largest broker/dealers.

Solving Private Equity Data Challenges
Private MarketsSolving Private Equity Data Challenges
Private MarketsLearn 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
Fixed IncomeThe Importance of Trading Protocols
Fixed IncomeFixed 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
TechnologyNext Gen Tech Panel Discussion at TSAM Tech Show
TechnologyCharles River discusses investment management technology solutions built on next generation, cloud-optimized architecture.

Private Markets: A Silent Revolution
Private MarketsPrivate Markets: A Silent Revolution
Private MarketsOur discussion on findings from a recent survey of private market asset managers and asset owners.
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