<p>波士顿 --（商业资讯）-- 查尔斯河开发（Charles River Development），一家摩根大通旗下的公司，今天宣布计划扩大其在查尔斯河投资管理解决方案（IMS）中提供的统一管理账户（UMA）能力对私募市场资产的支持。通过对查尔斯河 IMS 的新增强功能，该产品旨在提供一个简化和集成的解决方案，具备先进的投资组合管理能力，能够在单一投资组合中管理公共和私人资产。扩展后的解决方案旨在解决企业财富管理公司和私人资产管理者在行政复杂性和产品交付方面的挑战。</p>
<p>在查尔斯河 IMS 中，基于长期以来的 UMA 能力来持有、评估和保持替代工具作为投资组合选项，增强的能力旨在为资产配置处理、投资组合再平衡、现金管理和与半流动性工具及更传统的非流动性基金结构相关的交易排序活动提供系统支持。</p>
<p>查尔斯河还与支持替代投资的领先第三方提供商合作，以提供无缝的用户体验和简化的工作流程。其目标是通过查尔斯河的技术专长与合作伙伴的私人资产集成访问相结合，在市场上提供差异化的解决方案。</p>
<p>“零售投资者正在寻找新的投资组合回报和多样化来源，私人资产因此受到越来越多的关注，” 摩根大通财富与顾问平台负责人 Swati Verma 表示。“我们的目标是通过高效、全面的 UMA 解决方案改善和扩大对私人资产的访问，帮助财富管理者和顾问应对私人市场的复杂性，最终为他们的客户释放更多价值。”</p>
<p><strong>关于查尔斯河开发，摩根大通旗下公司</strong></p>
<p>约 30 个国家的投资和财富管理者、资产所有者和保险公司依赖查尔斯河 IMS 管理 59 万亿美元的资产。结合摩根大通的中后台服务，查尔斯河的云端前台技术构成了摩根大通 Alpha®的基础。</p>
<p>查尔斯河 IMS 帮助在各类资产中自动化和简化投资过程，从投资组合管理和风险分析到交易和交易后结算，整个过程中集成合规性和管理数据。查尔斯河针对私人市场的解决方案帮助投资者解决私人信贷、房地产、私募股权和基础设施的复杂数据挑战。查尔斯河的合作伙伴生态系统使客户能够访问支持其产品和资产类别组合的数据、分析、应用和流动性提供者。过去 8 年中，员工人数增长超过 195%，查尔斯河为全球客户提供 24/7 支持。欲了解更多信息，请访问 www.crd.com。</p>
<p>* 截至 2025 年第三季度的统计数据。资产包括使用该平台进行二级合规的客户。</p>
<p><strong>关于摩根大通公司</strong></p>
<p>摩根大通公司（NYSE: STT）是全球领先的金融服务提供商之一，专注于为机构投资者提供投资服务、投资管理和投资研究与交易。截至 2025 年 12 月 31 日，摩根大通管理的资产总额为 53.8 万亿美元，保管和/或管理的资产为 5.7 万亿美元 *，在全球 100 多个地理市场运营，员工约 52,000 人。欲了解更多信息，请访问摩根大通网站 www.statestreet.com。</p>
<p><em>* 截至 2025 年 12 月 31 日的管理资产包括约 1730 亿美元的 SPDR®产品资产，摩根大通全球顾问基金分销公司（SSGA FD）仅作为营销代理。SSGA FD 与摩根大通投资管理公司为关联公司。</em></p>
<p>查尔斯河开发 - 摩根大通旗下公司是摩根大通公司（在马萨诸塞州注册）的全资子公司。</p>
<p>本文件及其中的信息（统称为 “内容”）可能会根据市场和其他条件的变化而不经通知进行更改，并且可能不反映道富银行及其子公司和附属机构（“道富”）的观点。该内容仅用于一般信息、说明和/或营销目的，或与探索性对话相关；它并未考虑任何客户或潜在客户的特定投资或其他财务目标或策略，也未考虑任何客户或潜在客户的法律、监管、税务或会计状态，也不意图全面或替代客户或潜在客户对任何相关投资或其他财务决策进行仔细独立审查。该内容不构成投资研究或法律、监管、投资、税务或会计建议，也不是购买或出售证券或任何其他产品的要约或招揽，也不意图构成道富的任何形式的具有约束力的合同安排或承诺。道富在提供该内容时并未作为投资顾问或受托人。所提供的内容是根据被认为在准备时可靠的来源准备和获取的，然而它是 “按现状” 提供的，道富不对其准确性、适用性、及时性、适销性、特定目的的适合性、对第三方权利的非侵权或其他方面作出任何保证、陈述或担保。道富对因内容引起或与之相关的任何索赔、损失、责任、损害（包括直接、间接、特殊或后果性损害）、费用或成本不承担任何责任，无论是基于合同、侵权或其他原因。该内容不适用于零售客户或分发给任何在任何法律或法规禁止此类分发或使用的司法管辖区或国家的个人或实体，也不得依赖。所提供的内容可能包含某些可能被视为前瞻性陈述的内容；任何此类陈述或预测信息并不是未来表现的保证或可靠指标，实际结果或发展可能与所描绘或预测的有重大差异。过去的表现并不能保证未来的结果。未经道富事先书面同意，不得以任何形式或通过任何手段重新印刷、出售、复制、分发或修改该内容。</p>
<p>在您的司法管辖区内，任何这些产品和服务的提供或销售须经道富自行决定所需的内部和外部批准。有关更多信息，请联系您的销售代表。道富可能不时以主办方或代理的身份，为其自身或客户的账户持有与本通信中讨论的金融工具或其他产品相同或经济相关的头寸和/或积极交易。道富可能与本通信中讨论的金融工具或其他产品的发行人有商业关系。</p>
<p>©2026 STATE STREET CORPORATION</p>
<p>8708134.1.1.GBL</p>
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<p>在 businesswire.com 上查看源版本：https://www.businesswire.com/news/home/20260122773485/en/</p>
<p><strong>媒体联系人</strong></p>
<p>Brendan Paul</p>
<p>bpaul@statestreet.com</p>
<p>(401) 644-9182</p>
<p>来源：Charles River Development</p>

道富银行

<p>Charles River Development，作为道富银行的一部分，正在扩大其在统一管理账户（UMA）能力范围内对私募市场资产的支持。这些增强功能旨在简化公共和私人资产的投资组合管理，解决财富管理公司和私人资产管理者面临的复杂性。该解决方案将包括对资产配置、投资组合再平衡和现金管理的系统支持。Charles River 正与第三方提供商合作，以改善对私募资产的获取，回应零售投资者对多样化和收益的日益增长的需求</p>

<p>BOSTON--(BUSINESS WIRE)--Charles River Development, a State Street company, today announced plans to expand its support of private market assets within the unified managed accounts (UMA) capabilities offered through the Charles River Investment Management Solution (IMS). Through new enhancements to Charles River IMS, the offering aims to provide a streamlined and integrated solution with advanced portfolio management capabilities across public and private assets within a single portfolio. The expanded solution is intended to address the administrative complexities and product delivery challenges for both enterprise wealth management firms and private asset managers.</p>
<div class="lb-trans"><p>波士顿 --（商业资讯）-- 查尔斯河开发（Charles River Development），一家摩根大通旗下的公司，今天宣布计划扩大其在查尔斯河投资管理解决方案（IMS）中提供的统一管理账户（UMA）能力对私募市场资产的支持。通过对查尔斯河 IMS 的新增强功能，该产品旨在提供一个简化和集成的解决方案，具备先进的投资组合管理能力，能够在单一投资组合中管理公共和私人资产。扩展后的解决方案旨在解决企业财富管理公司和私人资产管理者在行政复杂性和产品交付方面的挑战。</p>
</div><p>Building on longstanding UMA capabilities to hold, value, and position-keep alternative instruments as sleeve options in Charles River IMS, the enhanced capabilities are designed to offer systematic support for asset allocation handling, portfolio rebalancing, cash management, and trade sequencing activities associated with semi-liquid instruments and more traditional illiquid fund structures.</p>
<div class="lb-trans"><p>在查尔斯河 IMS 中，基于长期以来的 UMA 能力来持有、评估和保持替代工具作为投资组合选项，增强的能力旨在为资产配置处理、投资组合再平衡、现金管理和与半流动性工具及更传统的非流动性基金结构相关的交易排序活动提供系统支持。</p>
</div><p>Charles River is also partnering with leading third party providers that support alternative investments to deliver a seamless user experience and simplified workflow. The objective is to provide a differentiated solution in the market through the combination of Charles River’s technology expertise and integrated access to private assets from partners.</p>
<div class="lb-trans"><p>查尔斯河还与支持替代投资的领先第三方提供商合作，以提供无缝的用户体验和简化的工作流程。其目标是通过查尔斯河的技术专长与合作伙伴的私人资产集成访问相结合，在市场上提供差异化的解决方案。</p>
</div><p>“Retail investors are looking for new sources of portfolio return and diversification, and private assets are surging in popularity as a result,” said Swati Verma, Head of CRD Wealth and Advisory Platforms, State Street. “Our goal is to improve and expand access to private assets with an efficient, comprehensive UMA solution that helps wealth managers and advisors navigate the complexities of private markets, ultimately unlocking more value for their clients.”</p>
<div class="lb-trans"><p>“零售投资者正在寻找新的投资组合回报和多样化来源，私人资产因此受到越来越多的关注，” 摩根大通财富与顾问平台负责人 Swati Verma 表示。“我们的目标是通过高效、全面的 UMA 解决方案改善和扩大对私人资产的访问，帮助财富管理者和顾问应对私人市场的复杂性，最终为他们的客户释放更多价值。”</p>
</div><p><strong>About Charles River Development, A State Street Company</strong></p>
<div class="lb-trans"><p><strong>关于查尔斯河开发，摩根大通旗下公司</strong></p>
</div><p>Investment and wealth managers, asset owners and insurers in ~30 countries rely on Charles River IMS to manage USD $59 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-based front office technology forms the foundation of State Street Alpha®.</p>
<div class="lb-trans"><p>约 30 个国家的投资和财富管理者、资产所有者和保险公司依赖查尔斯河 IMS 管理 59 万亿美元的资产。结合摩根大通的中后台服务，查尔斯河的云端前台技术构成了摩根大通 Alpha®的基础。</p>
</div><p>Charles River IMS helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River for Private Markets helps solve complex data challenges for investors in private credit, real estate, private equity, and infrastructure. Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. With more than 195% increase in headcount over the last 8 years, Charles River serves clients globally offering 24/7 support. To learn more visit www.crd.com.</p>
<div class="lb-trans"><p>查尔斯河 IMS 帮助在各类资产中自动化和简化投资过程，从投资组合管理和风险分析到交易和交易后结算，整个过程中集成合规性和管理数据。查尔斯河针对私人市场的解决方案帮助投资者解决私人信贷、房地产、私募股权和基础设施的复杂数据挑战。查尔斯河的合作伙伴生态系统使客户能够访问支持其产品和资产类别组合的数据、分析、应用和流动性提供者。过去 8 年中，员工人数增长超过 195%，查尔斯河为全球客户提供 24/7 支持。欲了解更多信息，请访问 www.crd.com。</p>
</div><p>*Statistics as of Q3 2025. Assets are inclusive of clients using the platform for purposes of secondary compliance.</p>
<div class="lb-trans"><p>* 截至 2025 年第三季度的统计数据。资产包括使用该平台进行二级合规的客户。</p>
</div><p><strong>About State Street Corporation</strong></p>
<div class="lb-trans"><p><strong>关于摩根大通公司</strong></p>
</div><p>State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $53.8 trillion in assets under custody and/or administration and $5.7 trillion* in assets under management as of December 31, 2025, State Street operates globally in more than 100 geographic markets and employs approximately 52,000 worldwide. For more information, visit State Street's website at www.statestreet.com.</p>
<div class="lb-trans"><p>摩根大通公司（NYSE: STT）是全球领先的金融服务提供商之一，专注于为机构投资者提供投资服务、投资管理和投资研究与交易。截至 2025 年 12 月 31 日，摩根大通管理的资产总额为 53.8 万亿美元，保管和/或管理的资产为 5.7 万亿美元 *，在全球 100 多个地理市场运营，员工约 52,000 人。欲了解更多信息，请访问摩根大通网站 www.statestreet.com。</p>
</div><p><em>*Assets under management as of December 31, 2025 includes approximately $173 billion of assets with respect to SPDR® products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated.</em></p>
<div class="lb-trans"><p><em>* 截至 2025 年 12 月 31 日的管理资产包括约 1730 亿美元的 SPDR®产品资产，摩根大通全球顾问基金分销公司（SSGA FD）仅作为营销代理。SSGA FD 与摩根大通投资管理公司为关联公司。</em></p>
</div><p>Charles River Development - A State Street Company is a wholly owned business of State Street Corporation (incorporated in Massachusetts).</p>
<div class="lb-trans"><p>查尔斯河开发 - 摩根大通旗下公司是摩根大通公司（在马萨诸塞州注册）的全资子公司。</p>
</div><p>This document and information herein (together, the “Content”) is subject to change without notice based on market and other conditions and may not reflect the views of State Street Corporation and its subsidiaries and affiliates (“State Street”). The Content is provided only for general informational, illustrative, and/or marketing purposes, or in connection with exploratory conversations; it does not take into account any client’s or prospect’s particular investment or other financial objectives or strategies, nor any client’s or prospect’s legal, regulatory, tax or accounting status, nor does it purport to be comprehensive or intended to replace the exercise of a client’s or prospect’s own careful independent review regarding any corresponding investment or other financial decision. The Content does not constitute investment research or legal, regulatory, investment, tax or accounting advice and is not an offer or solicitation to buy or sell securities or any other product, nor is it intended to constitute any binding contractual arrangement or commitment by State Street of any kind. State Street is not acting as an investment advisor or fiduciary in providing this Content. The Content provided was prepared and obtained from sources believed to be reliable at the time of preparation, however it is provided “as-is” and State Street makes no guarantee, representation, or warranty of any kind including, without limitation, as to its accuracy, suitability, timeliness, merchantability, fitness for a particular purpose, non-infringement of third-party rights, or otherwise. State Street disclaims all liability, whether arising in contract, tort or otherwise, for any claims, losses, liabilities, damages (including direct, indirect, special or consequential), expenses or costs arising from or connected with the Content. The Content is not intended for retail clients or for distribution to, and may not be relied upon by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to applicable law or regulation. The Content provided may contain certain statements that could be deemed forward-looking statements; any such statements or forecasted information are not guarantees or reliable indicators for future performance and actual results or developments may differ materially from those depicted or projected. Past performance is no guarantee of future results. No permission is granted to reprint, sell, copy, distribute, or modify the Content in any form or by any means without the prior written consent of State Street.</p>
<div class="lb-trans"><p>本文件及其中的信息（统称为 “内容”）可能会根据市场和其他条件的变化而不经通知进行更改，并且可能不反映道富银行及其子公司和附属机构（“道富”）的观点。该内容仅用于一般信息、说明和/或营销目的，或与探索性对话相关；它并未考虑任何客户或潜在客户的特定投资或其他财务目标或策略，也未考虑任何客户或潜在客户的法律、监管、税务或会计状态，也不意图全面或替代客户或潜在客户对任何相关投资或其他财务决策进行仔细独立审查。该内容不构成投资研究或法律、监管、投资、税务或会计建议，也不是购买或出售证券或任何其他产品的要约或招揽，也不意图构成道富的任何形式的具有约束力的合同安排或承诺。道富在提供该内容时并未作为投资顾问或受托人。所提供的内容是根据被认为在准备时可靠的来源准备和获取的，然而它是 “按现状” 提供的，道富不对其准确性、适用性、及时性、适销性、特定目的的适合性、对第三方权利的非侵权或其他方面作出任何保证、陈述或担保。道富对因内容引起或与之相关的任何索赔、损失、责任、损害（包括直接、间接、特殊或后果性损害）、费用或成本不承担任何责任，无论是基于合同、侵权或其他原因。该内容不适用于零售客户或分发给任何在任何法律或法规禁止此类分发或使用的司法管辖区或国家的个人或实体，也不得依赖。所提供的内容可能包含某些可能被视为前瞻性陈述的内容；任何此类陈述或预测信息并不是未来表现的保证或可靠指标，实际结果或发展可能与所描绘或预测的有重大差异。过去的表现并不能保证未来的结果。未经道富事先书面同意，不得以任何形式或通过任何手段重新印刷、出售、复制、分发或修改该内容。</p>
</div><p>The offer or sale of any of these products and services in your jurisdiction is subject to the receipt by State Street of such internal and external approvals as it deems necessary in its sole discretion. Please contact your sales representative for further information. State Street may from time to time, as principal or agent, for its own account or for those of its clients, have positions in and/or actively trade in financial instruments or other products identical to or economically related to those discussed in this communication. State Street may have a commercial relationship with issuers of financial instruments or other products discussed in this communication.</p>
<div class="lb-trans"><p>在您的司法管辖区内，任何这些产品和服务的提供或销售须经道富自行决定所需的内部和外部批准。有关更多信息，请联系您的销售代表。道富可能不时以主办方或代理的身份，为其自身或客户的账户持有与本通信中讨论的金融工具或其他产品相同或经济相关的头寸和/或积极交易。道富可能与本通信中讨论的金融工具或其他产品的发行人有商业关系。</p>
</div><p>©2026 STATE STREET CORPORATION</p>
<div class="lb-trans"><p>©2026 STATE STREET CORPORATION</p>
</div><p>8708134.1.1.GBL</p>
<div class="lb-trans"><p>8708134.1.1.GBL</p>
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<div class="lb-trans"><p>在 businesswire.com 上查看源版本：https://www.businesswire.com/news/home/20260122773485/en/</p>
</div><p><strong>Media Contact</strong></p>
<div class="lb-trans"><p><strong>媒体联系人</strong></p>
</div><p>Brendan Paul</p>
<div class="lb-trans"><p>Brendan Paul</p>
</div><p>bpaul@statestreet.com</p>
<div class="lb-trans"><p>bpaul@statestreet.com</p>
</div><p>(401) 644-9182</p>
<div class="lb-trans"><p>(401) 644-9182</p>
</div><p>Source: Charles River Development</p>
<div class="lb-trans"><p>来源：Charles River Development</p>
</div>

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