Delivering Comprehensive Alpha Implementation Across EMEA & North America

Mastering complexity across continents: our seamless delivery unified operations from EMEA to North America, transforming high-stakes portfolios into engines of efficiency.

The Challenge

A complex, multi-regional implementation of State Street Alpha demanded seamless integration across EMEA and North America. This transformative initiative required orchestrating multiple workstreams across the full spectrum of delivery—from initial preparation through to implementation—while managing high-stakes portfolios including a desk handling $400bn in assets.

Our Approach

Leveraging our unparalleled expertise across State Street and Charles River Development since 2021, Liqueo deployed strategic teams across every critical touchpoint of the programme. We orchestrated:

End-to-end Charles River delivery from the State Street perspective
Comprehensive oversight of builds, configurations, environments, and testing
Deep collaboration with CRD product teams to pioneer new features
Strategic positioning of skilled consultants across client, State Street, and CRD domains
Creation of innovative communication channels between all stakeholders
Design of a tailored operating model aligned with client objectives

The Results

Platform Excellence: Our multifaceted delivery transformed the Alpha platform through:
Enhanced proposition maturity across Data Operations, ADP, and RKS
Seamless technical and functional configurations of Charles River and downstream platforms
Development of a robust Business As Usual (BAU) model
Creation of sophisticated front-office reconciliations between CRIMS and internal systems
Front Office Innovation: We revolutionised Portfolio Manager capabilities by:
Embedding ‘desk lead’ experts within all in-scope Front Office desks
Enhancing risk views, workflows, and decision-making processes
Configuring advanced CRD Manager Workbench and Trading Blotter solutions
Implementing WFR automation for streamlined Portfolio Manager workflows
Developing custom solutions for New Issue workflows and Partial Allocations
Programme Leadership: Our strategic oversight delivered:
- Comprehensive test design and execution across the Alpha platform
- Precision management of defects, environments, and conversion planning
- Robust day-2 management and exit criteria tracking
- Expedited complex decision-making through new communication mechanisms

This implementation showcases Liqueo’s unique ability to bridge multiple stakeholders while driving technical excellence. By positioning expert consultants across all aspects of the programme, we’ve not only delivered immediate value but also enhanced the Alpha model’s core capabilities for future implementations.