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TECHNOLOGY PROVIDERS Direct Indexing
CHARLES RIVER DEVELOPMENT
Charles River’s Tailored Portfolio Solutions enables wealth and asset managers to offer personalized portfolios that consider an individual investor’s needs and objectives while managing costs and streamlining operations. Further, the solution is designed with modern, cloud-based technology and employs a portfolio optimizer to customize portfolios with scalability and efficiency for large numbers of accounts. For investors, Tailored Portfolio Solutions
the offering allows them to invest their money according to their tax situation, ESG values and beliefs, or through customizing an index. It is not an “off-the-shelf” product, but rather provides wealth firms and advisors with the discretion to customize portfolios according to the needs and guidelines of the investor across asset classes and products.
Investment, wealth and alternative managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD ~$48 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha SM . Charles River offers wealth managers, private banks, third party separate account managers, and financial advisors a complete technology solution with institutional-class capabilities that supports all asset classes, currencies, and wealth programs and structures. Designed to support scalability and efficient operations across the enterprise, the solution offers industry-leading enterprise SMA/UMA, tax optimization, direct index program management, managed account services, a manager-sponsor communication hub, and mobile access. The solution is complemented by centralized data management and services, FIX connectivity, and compliance expertise to help clients maximize value, reduce operational complexity, and manage costs.
203 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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