
Redefining Institutional Investing with Alpha
Institutional InvestorsRedefining Institutional Investing with Alpha
Institutional InvestorsWith Alpha at the center of your investment operations, firms are empowered to drive growth and uncover new opportunities in every market.

How State Street Uses Snowflake and Azure to Manage 10% of the World’s Financial Assets
Data ManagementHow State Street Uses Snowflake and Azure to Manage 10% of the World’s Financial Assets
Data ManagementDiscover how State Street leverages Snowflake and Azure to transform financial data management and drive client success.

Creating Dynamic Operating Models with Smartsourcing
Operating ModelsCreating Dynamic Operating Models with Smartsourcing
Operating ModelsExperts share their perspectives on what we mean by Smartsourcing and why it is capturing the attention of investment firms today.

Building a UMA Program for the Future: Key Perspectives from Past and Present
Wealth ManagementBuilding a UMA Program for the Future: Key Perspectives from Past and Present
Wealth ManagementExplore how the evolution of wealth tech enables new investment features, operational efficiency, reduced complexity, and client value.
Navigating the Changing Investment Technology Landscape
Institutional InvestorsNavigating the Changing Investment Technology Landscape
Institutional InvestorsDan Daum shares his perspectives on rapidly changing industry dynamics & the central role of trusted partners in effecting transformation.
AI Use Cases powered by Snowflake
Artificial IntelligenceAI Use Cases powered by Snowflake
Artificial IntelligenceAman Thind, CTO for Alpha, joins theCUBE to discuss AI use cases powered by Snowflake for this segment of Data Cloud Summit 2024.
That’s Settled: The T+1 Growth Opportunity
T+1 Trade SettlementThat’s Settled: The T+1 Growth Opportunity
T+1 Trade SettlementWe’re well-positioned to support your shift to T+1 by offering a range of advanced services.
Private Credit & Valuations Webinar
Private MarketsPrivate Credit & Valuations Webinar
Private MarketsIs Private Credit poised for continued growth or facing headwinds as default risks rise and regulatory pressures grow?
Operating Model Design in Private Markets Investments
State Street AlphaOperating Model Design in Private Markets Investments
State Street AlphaA discussion on operating model design in Private Markets and insights on how investment firms are transforming to meet stakeholder demands.
Making Preparations Ahead of North America’s Shift to T+1
T+1 Trade SettlementMaking Preparations Ahead of North America’s Shift to T+1
T+1 Trade SettlementThe TRADE speaks to Charles River about client readiness for the shift to T+1 and the value of AI for the buy-side trading desk
Evolution of the Charles River and Qontigo Partnership
Partner EcosystemEvolution of the Charles River and Qontigo Partnership
Partner EcosystemThe Charles River and Qontigo partnership has provided firms with actionable performance and risk analytics across the investment lifecycle.
State Street Alpha for ETF Issuers
Exchange Traded FundsState Street Alpha for ETF Issuers
Exchange Traded FundsState Street Alpha now supports the entire ETF lifecycle with front, middle and back-office capabilities.
Helping Fixed Income Traders Keep Pace with Rapidly Changing Markets
Order and Execution ManagementHelping Fixed Income Traders Keep Pace with Rapidly Changing Markets
Order and Execution ManagementHow our OEMS platform helps institutional traders meet rapidly changing demands for best execution, trade automation and portfolio trading.
Charles River Wealth Insights
Wealth ManagementCharles River Wealth Insights
Wealth ManagementDiscussion on recent wealth trends such as SMAs, simplifying Manager-Sponsor communications and developing a partner ecosystem.
State Street Alpha & Rimes: Enhancing Index and Benchmark Data
Partner EcosystemState Street Alpha & Rimes: Enhancing Index and Benchmark Data
Partner EcosystemOur strategic partnership with Rimes provides institutional investors with a broad range of curated benchmark and index data.
Introducing CRD Academy
Charles River IMSIntroducing CRD Academy
Charles River IMSClients can access virtual instructor-led and self-paced training to gain an in-depth understanding of Charles River IMS tech and services.
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.
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.
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.
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.
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.
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.
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.
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Latest Insights
Investment and Superannuation: Meeting the Needs of Tomorrow’s Savers
Unlocking the Data Dividend: How Investment Firms Can Navigate Change and Innovation
Smartsourcing – Creating Dynamic Operating Models
From Revolution to Evolution: Building the Next-gen Operating Model