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State Street Global Privacy Notice

Introduction

State Street is dedicated to safeguarding your personal information in compliance with privacy laws. This Global Privacy Notice outlines how State Street Corporation and its subsidiaries handle, process, and protect your Personal Data. The notice applies to data collected online, offline, or during events and interactions with State Street.

What Personal Data is Collected

State Street may collect various categories of Personal Data including identity information, contact details, biometric data, financial information, internet activity, personal and employment records, and more. This data helps in offering and managing services effectively.

Collection Methods

Personal Data is gathered through direct engagements like form submissions, emails, or phone calls, and indirectly from clients, website interactions, third-party sources, and automated technologies. State Street ensures data is collected responsibly from various sources.

Sensitive Data Handling

State Street acknowledges the significance of Sensitive Personal Data and handles it with extra care. Collection, usage, or sharing of such data is done only when permitted by law, such as for KYC checks to adhere to AML regulations.

Purpose of Data Usage

Personal Data is used to meet contractual obligations, comply with legal requirements, address law enforcement requests, uphold consent agreements, and for legitimate interests. State Street ensures data usage aligns with relevant laws and regulations.

Data Security Measures

State Street prioritizes data protection by implementing robust security measures. Your Personal Data is safeguarded against unauthorized access, disclosure, alteration, or destruction. Stringent measures are in place to ensure data integrity and confidentiality.

Rights and Contact Information

Individuals have rights to access, rectify, or delete their Personal Data held by State Street. Procedures to exercise these rights or contact the data controller are outlined in the notice. State Street remains accountable and responsive to privacy concerns.

Enhancing Investment Management with Charles River's Portfolio Management Solution

Efficient Portfolio Management

Charles River Development offers a comprehensive portfolio management solution that empowers investment managers to effectively handle exposures, understand holdings, and evaluate the impact of asset allocation decisions. The centralized portfolio management workbench integrates intuitive data visualization with analytics and risk metrics, providing a user-friendly interface for portfolio managers to streamline their workflow. This enables better communication with compliance officers, risk managers, and traders, fostering collaboration and enhancing decision-making processes.

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Maximizing Investment Management Success with Charles River Development Implementation & Consulting Services

Implementation Services for Seamless Deployment

Charles River's implementation experts provide clients with a structured approach to achieve successful cloud-based deployment of the Charles River Investment Management Solution. By conducting a thorough assessment of the client's current situation, including data requirements, workflow considerations, 3rd party integration needs, geographic distribution, and existing system technology, the implementation team ensures a smooth transition. Working closely with the client, the team defines an implementation framework and tailors a project plan for optimal results, ensuring high-quality outcomes delivered in a timely manner.

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Empowering Your Team with Charles River Development Educational Services

In-depth Training for Enhanced Expertise

Charles River Development's Educational Services group offers a comprehensive range of courses designed to empower clients with in-house expertise. By participating in these training programs, clients can reduce their dependency on technical support, enhance operating efficiencies, and maximize the return on investment from their Charles River IMS system. These courses are conducted regularly at Charles River's global facilities, equipped with cutting-edge training rooms and technology. Moreover, clients have the option to request customized training sessions at their own premises to cater to their specific needs.

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Unlocking Efficiency and Transparency with Charles River Asset & ESG Management for Private Markets

Enhanced Asset Monitoring and Transparency

Asset management within private market institutional investors can often be challenging due to the complexity of data collection and reporting processes. Charles River for Private Markets addresses these issues by providing a centralized dashboard for monitoring assets in real-time. This transparency allows investors to quickly identify areas that require attention, ensuring compliance and efficient decision-making.

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Ensuring Data Privacy and Transparency with Charles River Development

Understanding Personal Data Collection

Charles River Development, under its Global Privacy Notice, outlines the various categories of Personal Data it may collect from individuals. This includes Identity information such as names and identifiers, Demographic information like age and gender, Contact information such as addresses and emails, Biometric information, and more. By detailing these categories, Charles River Development aims to provide transparency about the data it gathers.

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