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Charles River Wealth to Expand Capabilities Supporting Private Assets within Unified Managed Accounts (UMA)
Businesswire· 2026-01-22 16:00
Core Viewpoint - Charles River Development, a State Street company, is expanding its support for private market assets within its unified managed accounts (UMA) capabilities through enhancements to the Charles River Investment Management Solution (IMS) [1] Group 1 - The new enhancements aim to provide a streamlined and integrated solution for portfolio management [1] - The offering will include advanced capabilities for managing both public and private assets within a single portfolio [1]