Press Releases

September 16, 2020
Charles River Named Best Unified Technology System at WealthManagement.com 2020 Industry Awards

Charles River Investment Management Solution (Charles River IMS) has been named “Best Unified System” by WealthManagement.com 2020 Industry Awards (the “Wealthies”).

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August 18, 2020

Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS

Vanguard has consolidated management of taxable money market funds on the cloud-based Charles River Investment Management Solution. Vanguard is live on the platform, using Charles River IMS across the investment process, from pre-trade to post-trade and compliance.

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August 11, 2020
Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support

Charles River Development announced that Dmitriy Ilyin has been appointed Managing Director of Software as a Service (SaaS) Operations and Support, responsible for all SaaS and Technical Support teams globally. In addition, Ilyin will oversee Charles River’s continuing transition to Microsoft® Azure and help shape the firm’s strategic cloud direction and growth strategy.

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July 28, 2020
TPT Retirement Solutions Selects Charles River for Portfolio Management and Risk

TPT Retirement Solutions has selected the Charles River Investment Management Solution to manage their multi-asset pension portfolios on one platform. The investment team will use Charles River IMS and Charles River Investment Book of Record (IBOR) for portfolio construction and analysis, risk modelling, and scenario analysis.

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July 21, 2020
Janus Henderson Strengthens its Front Office Investment Processes with Charles River and MSCI

Janus Henderson has selected the Charles River Investment Management Solution following the merger of Janus Capital Group and Henderson Group. The new entity, Janus Henderson Investors, will use Charles River IMS delivered as a service and MSCI’s portfolio and risk analytics to help improve decision support, streamline operations, and increase front office productivity across multiple regions.

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WatersTechnology Asia Awards 2020

July 10, 2020
Charles River Wins Best Front-Office Platform in WatersTechnology Asia Awards 2020

Charles River Development, a State Street Company, has won Best Front-Office Platform in the WatersTechnology Asia Awards 2020. These awards aim to recognize achievement in the deployment and management of financial information and technology across Asia’s capital markets.

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June 22, 2020
Charles River Announces New Appointment to Lead Wealth Hub Initiative

Charles River announced that Steve Pike has been appointed Director of the Charles River Wealth Hub, responsible for asset manager on-boarding and service bureau relationships. In addition to overall responsibility for the Wealth Hub, Pike will oversee strategic direction and growth strategy, shaping the product roadmap to meet the requirements of sponsor firms and asset managers serving wealth clients.

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2020 Market Choice Awards

May 27, 2020
Charles River IMS Named Best Order Management System in 2020 Market Choice Awards

Charles River has won “Best Order Management System” at the 2020 Markets Choice Awards. Sponsored by MarketsMedia, the awards identify and recognize the best companies, individuals and innovation in financial markets.
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Microsoft Azure

April 14, 2020
Charles River Investment Management Solution (IMS) Now Client-Ready on Microsoft® Azure

Charles River announced that its strategic cloud solution, Charles River Investment Management Solution, has achieved platform and operational readiness on Microsoft Azure. The offering utilizes Microsoft’s scale and security capabilities to provide investment firms with a platform that enables innovation and helps clients mitigate risk.
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Fund Intelligence Tech & WSL Awards 2020

March 24, 2020
Charles River Development Awarded Best Cloud-Based Front Office Solution

Charles River Development has won “Best Cloud-Based Front Office Solution System Provider” at the Fund Intelligence Tech & WSL Awards 2020. Presented on February 25th in New York, the awards recognize and reward providers catering to asset managers and institutional traders who have demonstrated exceptional client service and innovative product development of the past 12 months.
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FINTECH Breakthrough Award 2020 Best Wealth Management Platform

March 13, 2020
Charles River Wins Best Wealth Management Product in 2020 FinTech Breakthrough Awards

Charles River Development, a State Street Company, today announced that Charles River Investment Management Solution (Charles River IMS) has been awarded “Best Wealth Management Product” by FinTech Breakthrough, an independent organization that recognizes the top companies, products and technologies in global financial technology markets.
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February 27, 2020
Key Private Bank Selects Charles River Wealth Management Solution

Charles River Development, a State Street Company (NYSE:STT), today announced that Key Private Bank, the wealth management division of KeyCorp (NYSE:KEY), selected the Charles River Wealth Management Solution to expand its investment product offering.
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WealthBriefing Switzerland Awards 2020

February 10, 2020
Charles River Awarded “Best Portfolio Management Solution” at WealthBriefing Swiss Awards 2020

Charles River Development has won “Best Portfolio Management System Provider” at the WealthBriefing Switzerland Awards 2020. Presented on February 6th in Geneva, WealthBriefing recognizes technology vendors that develop innovative solutions for wealth management firms and private banks.
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Lothian Pension Fund

January 27, 2020
Lothian Pension Fund Streamlines its Investment Management Processes with Charles River IMS

Lothian Pension Fund, the Edinburgh-based local government pension scheme provider, has completed the implementation of the Charles River Investment Management Solution (Charles River IMS) to help strengthen its investment processes and provide capacity for expansion of its third-party services.
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January 16, 2020
Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support

Charles River Development, a State Street company, announced that the Charles River Investment Management Solution (Charles River IMS) now integrates with ChartIQ, enabling Charles River to provide institutional traders with visualization tools that deliver greater insight into data affecting investment decisions.
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