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# Insights
A Collection of Thought Leadership Articles for Institutional Investors
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Dec 2, 2024 | , , , , 
The next generation of savers have different expectations of investment firms and superannuation funds. The investment industry must explore how it can leverage data and technology to evolve and meet shifting client preferences, as well as the needs of their...
Oct 17, 2024 | , , 
The role of data and technology in the investment management industry is evolving at a rapid pace. How should firms leverage the power of innovation in such a fast-moving environment?The industry is determined to harness the innovation potential of data and analytics,...
Oct 10, 2024 | , , , 
Kellie Smith in conversation with Barnaby Edmunds, Liana Mackay, Peter Sherriff and Clayton Issitt. Industry forces are driving investment firms to rethink their approach to operating model design as they strive for diversification, growth and a competitive edge. With...
Aug 30, 2024 | , , , 
An interview with Peter Sherriff, director of Product Strategy, APAC at Charles River Development. Like most industries, the only constant in investment management is change. Retaining clients and growing assets under management (AUM) requires firms to differentiate...
May 1, 2024 | , 
The move to a T+1 settlement cycle in the US, Canada and Mexico offers investment managers a new opportunity to drive growth across their organizations through a wide range of process improvements. It starts with embracing automation to facilitate the internal...
Apr 24, 2024 | , 
Consistent and accurate data is imperative for making informed investment decisions. Data errors have ripple effects, resulting in increased operational costs and potential liabilities, including reputational risk and regulatory fines. Traditionally, validating...
Apr 18, 2024 | , , , 
Delivering Member Outcomes at Scale: Frank Smietana in conversation with Peter Sherriff and Clayton Issitt.  Our Speaking of Alpha series features insights and commentary from State Street Alpha® experts on data, operations, technology and services. Frank Smietana,...
Mar 7, 2024 | , , , , , 
By Spiros Giannaros In an effort to simplify our branding and how we represent ourselves to our clients and the general marketplace, we are retiring the Mercatus brand and introducing a new name for our front and middle office technology solution for private markets:...
Jan 31, 2024 | , , , , 
Eliminating Silos and Harnessing Interoperability. By democratizing access to curated, role-appropriate data, institutional investors empower their employees and stakeholders to make timelier and more confident investment decisions, transform their operating models...
Dec 13, 2023 | , , , , 
Canadian pensions are among the most sophisticated institutional investors globally, managing a diverse book of public and private assets across multiple geographies. The complexity of these portfolios has outpaced the legacy systems and processes that pensions...
Oct 18, 2023 | , , , , 
In this article, our panelists discuss the challenges insurers face today and how our cross-disciplinary teams apply decades of expertise across the front-, middle- and back-office to help clients transform their operating model and drive sustainable growth. Insurance...
Sep 27, 2023 | , , 
The role of data and technology in the investment management industry is evolving rapidly. How do businesses leverage such new advances efficiently and to maximum effect?The role of data and technology in the investment management industry is evolving rapidly. How do...
Aug 21, 2023 | , , , , 
Frank Smietana in conversation with Karthik Rajagopalan and Peter Sherriff. Investment managers and asset owners increasingly rely on partnerships with third-party data, analytics and application providers to support investment and risk decision making, bring new...
Aug 16, 2023 | , , 
A conversation with Sandra Ng, Yulan Lu and Clive Maguchu.  Asset owners are increasingly challenged to provide their beneficiaries with outcome-based solutions that address individual preferences around risk, liquidity and ESG concerns. Traditional portfolio...
Jul 26, 2023 | , , 
Factor-based modeling and analytics play a central role in helping portfolio managers decompose risk, facilitate stress testing, generate risk forecasts and attribute performance.   Open architecture platforms such as the Charles River Investment Management...
Jun 20, 2023 | , , , 
Superannuation funds will benefit if they can gain a comprehensive perspective on their assets. Peter Sherriff, director of Product Strategy (Asia Pacific) at Charles River Development, explains why the ‘whole-of-fund’ approach is gaining popularity across...
May 30, 2023 | , , 
Harnessing AI-driven Insights.  The search of liquidity in fragmented fixed income markets has spawned over a hundred venues globally, some of which offer new trading protocols and approaches to liquidity discovery and trade execution.   Charles River’s open...
May 23, 2023 | , , , 
There is an increasing pressure on Australian super funds to ensure their operating models are fit-for-purpose in a rapidly changing retirement fund landscape.There is an increasing pressure on Australian super funds to ensure their operating models are...
May 9, 2023 | , 
The Securities and Exchange Commission (SEC) has finalized its rule that will require trade settlement one business day after execution, shifting from T+2 to T+1. The SEC’s rationale behind the shortened settlement time is to benefit market participants by reducing...
Mar 7, 2023 | 
An interview with Ruby Chiu, Head of Client Management at Charles River.      Embrace Equity is the theme of International Women’s Day 2023. But what is equity, and how does it differ from equality? Equality means each individual or group of people is given...
Feb 16, 2023 | , 
The Innovative Power of Tailored Portfolio Solutions.  Demand for customized portfolios among individual investors is growing and the industry has responded with sharp increases in acquisitions and product offerings in the marketplace. Charles River convened a panel...
Feb 2, 2023 | , 
Data is at the heart of every investment firm’s operations. An effective data management strategy can help asset allocators and institutional investment and wealth managers uncover new insights, simplify their operating model and better serve their clients. Investment...
Jan 10, 2023 | , 
A conversation with Brian Allis, Jochen Kuehn and Simon Brown.  Data is central to an asset manager’s investment process. An effective data management strategy can help firms uncover new insights, better serve emerging stakeholder requirements, and bring new products...
Dec 12, 2022 | , , , , 
How FundGuard’s partnership with State Street AlphaSM can transform investment and fund accounting for your business. State Street Alpha has partnered with FundGuard, a leading provider of fund and investment accounting systems and software, to co-engineer a solution...
Dec 8, 2022 | , , , , , 
State Street Alpha has partnered with FactSet to give its clients access to a broad range of differentiated investment information. Data is one of the most important entities within the asset management industry. Without accurate and timely data, firms struggle to...
Nov 11, 2022 | , , , 
Introducing the State Street Alpha and Rimes Partnership: With the shift to passively managed investments and the rapid growth of ESG-themed products over the past decade, indexes and benchmarks have become central to the investment lifecycle. State Street recently...
Nov 2, 2022 | , , 
A conversation with Bruce Feibel and Kishore Kottapalli   "The ability to harness large volumes of portfolio, market, and reference data from multiple sources in a flexible and easily accessible manner creates new opportunities for forward-looking asset...
Aug 17, 2022 | , 
The launch of sanctions globally in response to Russia’s invasion of Ukraine has reminded buyside firms of the need for robust screening processes. Effective sanctions screening requires timely, accurate and complete data across investment and operational functions....
Jul 19, 2022 | 
​It’s no secret that direct indexing has taken off in the U.S. – an avalanche of high-profile acquisitions, fintech startups, and major platform launches have occurred over the last few years and momentum does not appear to be slowing. While direct index portfolios...
Jul 6, 2022 | , , , 
Technology, Services & Operational Transformation: A conversation with Lucy Chen, Peter Sherriff & Clayton Issitt.  APAC asset owners are increasingly looking to build scale, either through mergers, expanding into new geographies and asset classes, or...
May 26, 2022 | , , , , , 
Managing Environmental, Social and Governance (ESG) goals and commitments is increasingly top of mind for pensions, insurance companies and sovereign wealth funds in APAC. Collectively, APAC asset owners hold more AUM than any other region globally, and these...
Feb 17, 2022 | , , 
By Peter Sherriff, Director of Product Strategy, APAC. Asset owners across the globe are increasingly data driven. Whether evaluating external manager performance, analyzing market and economic scenarios, or designing new investment options for their members, accurate...
Jan 4, 2022 | , , 
In 2021, State Street acquired Mercatus, Inc. a premier front-and-middle-office solutions and data management provider for private market managers. In this ongoing series of Insights, Mercatus subject matter experts explain how their technology helps Charles River and...
Dec 6, 2022 | , , , , 
Who is State Street Alpha Partnering With and Why?Why We Partner: Investment organizations of all kinds face secular headwinds. Increased competition, commoditization of returns, fee and cost pressures, and a constantly evolving regulatory environment all pose...
Dec 20, 2021 | , 
By Spiros Giannaros, President and CEO, Charles River. If 2020 was about maintaining business as usual in a most unusual time, 2021 has been about continuing to adapt to an evolving pandemic and finding new ways to succeed and grow.  Thanks to our customers,...
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# Charles River Podcast Library
A Collection of Podcast Episodes
### 2024 Private Markets Outlook: From headwinds to tailwinds
Podcast
In this podcast, we discuss the future of private markets based on State Streets' latest survey of 480 institutional investors across all se
### Scaling Private Credit: Navigating People, Technology, and Data
Explore the evolving landscape of private credit with expert James Jefski of State Street
### Unlocking the Power of AI in Private Markets: Challenges and Benefits
Dive into the world of data disruption as we explore how artificial intelligence is transforming the private markets.
### Lessons Learned from Bank Failures
Join Tim Buchner & Paul Fleming as they discuss the importance of risk management in light of recent bank collapses.
### Unleashing the Power of Technology: Strategies for Smooth Implementation
A discussion on the impact poor data technology implementation can have on your firm and best practices to avoid common pitfalls.
### The Future of Private Markets
A discussion on the future of private markets based on State Streets' latest survey of more than 500 global private market firms.
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### The Digital Transformation in Public & Private Markets
Nidhi Singh and Jason Adams join together to discuss the digital transformation happening for investors in both public and private markets.
### Tokenization in Private Markets
Jay Biancamano, Head of Tokenization & Digital Funds at State Street Digital discusses the state of tokenization in the private markets.
### Scenario Analysis Misconceptions
Misconceptions, solutions, and best practices investors need to know before they can scale in private markets.
### Navigating Public to Private Investment Data Strategy
Ben Shim discusses how to combat the challenges investors navigate while forming a public-to-private investment data strategy.
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