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Products-Charles River Development

Empowering Investment Managers with Charles River's Cloud-Based Investment Management Solution

Performance and Scale

Charles River's Investment Management Solution (IMS) built on a cloud-based open architecture platform offers exceptional performance and scalability. The platform can efficiently handle large transaction volumes without compromising speed or reliability. Utilizing predictive and prescriptive analytics, Charles River IMS ensures high availability and resilience across all functions even during volatile market conditions. On-demand provisioning empowers users to preview and test new capabilities seamlessly, enhancing agility. The scalability feature supports business growth into new geographies, asset classes, and expansions through acquisitions.

Safe and Secure Infrastructure

Security is a top priority for financial institutions, and Charles River understands the importance of robust security measures. As part of State Street Corporation, a Global Systemically Important Financial Institution (G-SIFI), Charles River IMS operates on a secure infrastructure to protect sensitive data, transactions, and system integrity from unauthorized access and misuse. Clients benefit from State Street's commitment to maintaining the highest security standards and protocols available in the industry.

Data Management

In collaboration with State Street, Charles River offers a cutting-edge data management solution with the State Street Alpha® Data Platform and Services. This cloud-native, AI-enabled platform, powered by Snowflake, provides a unified environment for capturing, curating, and distributing data critical for investment processes and operational efficiency. The open architecture of the Alpha Data Platform allows seamless integration with various third-party data, analytics, and application providers. Clients can leverage Alpha Data Services to outsource data operations to State Street's global 24/7 service teams, ensuring data integrity and accessibility.

Extensibility and Ecosystem

Charles River's Partner Ecosystem offers clients a versatile environment to access external data sources, analytics tools, applications, and liquidity venues to support diverse product offerings and asset classes. Public APIs facilitate seamless integration with custodians, algo providers, accounting systems, post-trade solutions, and regulatory reporting utilities. This extensibility enables investment managers to customize their workflows, access essential services, and optimize their operational efficiency.

Revolutionizing Wealth Management with Charles River Wealth Management Solution

Empowering Wealth Managers and Advisors

Charles River's Wealth Management Solution offers a sophisticated platform that equips wealth managers, private banks, and financial advisors with essential tools to support both discretionary and non-discretionary private wealth products. This solution enhances mobility, allowing professionals to efficiently manage their book of business with ease. The comprehensive multi-asset/multi-currency functionality of the platform enables tailored portfolio strategies like separately managed accounts (SMAs) and unified managed accounts (UMAs). Furthermore, it supports the entire investment lifecycle, encompassing model management, portfolio management, trading, compliance, reporting, and position-keeping capabilities within a single, integrated solution.

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Empowering Investment Firms with State Street Alpha Data Platform

State Street Alpha Data Platform Overview

State Street Alpha Data Platform (ADP) is a cutting-edge, cloud-based, AI-enabled data solution designed to simplify the intricate process of managing investment data for global investment managers. This platform grants users easy access to investment data in a timely and efficient manner, empowering them to make agile and well-informed decisions with confidence. ADP, a pivotal element of State Street Alpha, integrates seamlessly with a range of State Street services, enabling investment firms to concentrate on delivering exceptional value to their clientele. To revolutionize your approach to investment data management, reach out to State Street for a demonstration today.

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Optimizing Wealth Manager and Sponsor Communications with Charles River Wealth Hub

Enhanced Connectivity for Asset Managers and Sponsors

The Charles River Wealth Hub revolutionizes communication and operations between separate account asset managers and wealth management platform sponsors. This innovative, API-driven open network solution automates and streamlines connectivity, promoting operational resilience during market fluctuations and end-of-quarter rebalancing. By supporting various communication facets such as model management, instruction handling, and order transmission, Wealth Hub enables asset managers to efficiently interact with sponsors, scale their business without additional staff, and seamlessly manage workflows.

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Empowering Asset Owners with Charles River Investment Management Solution

Total Portfolio View

Charles River IMS offers asset owners a comprehensive view of their public and private investments and exposures, both internally and externally managed. This unified platform allows managers to access investable cash efficiently, make well-informed allocation decisions, and hedge effectively. Additionally, organizations operating globally benefit from a consistent, 24/7 portfolio view, aiding in strategic decision-making across different time zones.

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Empowering Investment Managers: Charles River Compliance & Regulatory Solutions

Centralized Compliance Monitoring and Management

Charles River IMS offers a cutting-edge solution for investment managers by providing centralized compliance monitoring and management throughout the investment life cycle. With a suite of complementary services, this solution is dedicated to reducing costs and ensuring compliance with a wide array of global regulations. By automating the compliance workflow and supporting rule-building, testing, and maintenance, investment managers can streamline their operations efficiently.

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