Charles River Partner Series

Supporting Multi-Asset Product Management with Cloud-based Technology & Workflow Automation

Dayle Scher
Senior Analyst
TABB Group

Dan Daum
Director of Sales
Charles River Development


Buy-side firms are launching new multi-asset and smart beta products, driven by margin compression and competition from low-fee passive products. Dan Daum, Director of Sales, Charles River Development, and Dayle Scher, Senior Analyst, TABB Group, discuss how cloud-based technology, workflow automation, and systems consolidation – across asset classes and the investment lifecycle – support these innovative new product offerings.