Tailored Portfolio Solutions Powering Portfolio Customization at Scale View DatasheetLearn More Charles River Tailored Portfolio Solutions The demand for customized portfolios in wealth management is growing. Investors want their portfolios to reflect their beliefs and personal convictions and take their specific tax and risk profile into consideration. For wealth managers and advisors, offering customized portfolios is becoming an increasingly important differentiator. Charles River’s Tailored Portfolio Solutions enables wealth and asset management firms to offer high-value portfolio customization at scale. Firms can manage the construction and trading of in-house models, third party separately managed account (SMA) strategies, or operate direct index programs tailored to the requirements of each individual investor. Powering Portfolio Customization at Scale Personalized Deliver highly customized portfolios for the mass affluent market Mitigate tax burdens, reflect ESG convictions, replicate an index, and integrate household accounts Provides a value-added offering with improved outcomes for clients Scalable Scalable technology allows portfolio customization for large numbers of accounts Built as part of Charles River’s Wealth Management Solution, with the configurable and scalable platform to support business growth Efficient Simplifies the operational complexities that were once a barrier to customization at scale Optimization technology is the engine that powers Tailored Portfolio Solutions Discover More: Wealth Managers and Advisors Charles River Wealth Management Solution Wealth Hub (Manager/Sponsor Communication) Anywhere, Anytime Access: Charles River Everywhere ESG Capabilities Sleeve Management (IBOR) Performance Measurement & Attribution Compliance and Regulatory Wealth Insights The Evolution of ESG from Funds to Custom Portfolios Direct Indexing: 2020’s Surge is Just the Beginning Viewpoints: The Renewed Focus on Households in Portfolio Management - Enabling Holistic Outcomes with Technology Viewpoints: Enabling Growth in a Time of Change – Building a Wealth Platform for the Future Minimizing Performance Dispersion between Models and SMAs Brochures and Data Sheets Charles River Wealth Management Solution Overview Charles River Wealth Hub Charles River Wealth Hub for Managers Charles River Wealth Hub for Sponsors Tailored Porfolio Solutions (TPS) Charles River Everywhere Charles River’s IBOR Solution Charles River Solutions Charles River IMS Charles River Wealth Management Solution State Street Alpha℠ State Street Alpha for Private Markets State Street Alpha℠ Data Platform and Services Cloud Services Portfolio Optimization Optimization technology acts as the engine for Tailored Portfolio Solutions (TPS), allowing clients to build portfolios according to stated guidelines and constraints. Employing portfolio optimization provides wealth managers with fit-for-purpose analytics across assets, markets, and geographies. The process begins with the capture of data containing customization instructions and specific constraints. Configuration takes place through batch processing and benchmark integration, and finally, the results are implemented into the portfolios. Tailored Portfolio Solutions Capabilities Charles River’s Tailored Portfolio Solutions enables wealth managers to efficiently deliver highly customized portfolios at scale. Wealth firms can apply client-directed or manager-initiated constraints to a performance benchmark to replicate that index’s performance and risk attributes within the client’s portfolio. TPS enables managers to tailor portfolios through: Tax Optimization Managers can minimize the tax burden on portfolios by coordinating tax events across accounts, incorporating held away assets, and factoring in clients’ tax rates and objectives. The solution also helps improve after-tax returns by allowing managers to make optimal tax/risk trade-offs in rebalancing. ESG Customization TPS allows for an investor’s environmental- and social-based values to be reflected in the portfolios by capturing and implementing their preferences while still adhering to the benchmark. Negative screening can help ensure compliance with ESG criteria. Direct Index Enables managers to replicate the risk/return profile of an index while adhering to operational constraints such as positions and trades. TPS also supports custom benchmarks, concentrated positions, and ongoing management capabilities that allow for the implementation complex investment policy statements. Household IPS Implementation TPS automates integrated portfolio management and decision making across a household of accounts, avoiding wash sales and managing tax and risk outcomes. The Evolution of Direct Indexing In this MMI Advisory Insights interview, Craig Pfeiffer, CEO of MMI, and Randy Bullard, Global Head of Wealth for Charles River Development, discuss the industry trends and innovations in technology that have enabled the recent surge in interest around direct indexing. 3500805.1.1.GBL. The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates. Looking for a Wealth Management Solution? Get in touch. We're ready to answer your questions. Contact us or follow us on our social channels. Sitemap Careers About Us Contact Us © 2003 - 2021 Charles River Systems, Inc. Use of this site constitutes acceptance of our Privacy Statement and Terms & Conditions. 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