Public to Private Asset Management

One Platform, One View of your Portfolios across Public and Private Markets

Empowering Investment Managers and Asset Owners

 

State Street Alpha

Enhancing the customer experience with a single portfolio view across public and private assets

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Private Market Front & Middle Office Technology

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Public Market Front & Middle Office Technology and Services

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Public and Private Market Middle & Back Office Services

A Strategic Commitment to Empowering Our Customers

  • Seamlessly aggregate exposures across your entire portfolio
  • Capture a holistic view of exposures
  • Build compliance rules incorporating both public and private data
  • Understand enterprise risk using factor models
  • Perform stress testing and scenario analysis
  • Build customized, role-appropriate dashboards

Empowering Investment Managers and Asset Owners

 

State Street Alpha Data Platform & Services

Enhancing the customer experience with a single portfolio view across public and private assets

Mercatus Logo

Private Market Front & Middle Office Technology

Charles River Logo

Public Market Front Office Technology and Services

State Street Logo

Public and Private Market Middle & Back Office Services

A Strategic Commitment to Empowering Our Customers

  • Seamlessly aggregate exposures across your entire portfolio
  • Capture a holistic view of exposures
  • Build compliance rules incorporating both public and private data
  • Understand enterprise risk using factor models
  • Perform stress testing and scenario analysis
  • Build customized, role-appropriate dashboards

Solving Public to Private Challenges

Fragmented Data

Data is Fragmented
Alpha consolidates data and workflows across all portfolios and strategies with front to back, public to private technology and services

Warning

Operational Risk
A common data model, consistent workflows and a single view of information provide true oversight into portfolio and operations

Data Chart

Unscalable Cost Structures
We work with your teams to help eliminate wasteful processes, including duplicate data entry

Consolidate

Information is a Black Box
Centralized source of data provides insights that can help maximize portfolio returns and support the transparency clients demand

Total Portfolio Transparency

The industry’s first front to back, public to private, servicing solution.

Total Portfolio Transparency
Total Portfolio Transparency
Total Portfolio Transparency

Want to learn more? Get in touch.

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Looking for a Private Markets Solution?

Want to learn more? Get in touch.

We're ready to answer your questions. Contact Sales & Marketing by filling out this form.

Follow us on our social channels to stay up-to-date on all Charles River News and Events.