Recent Press Releases

June 12, 2024

Charles River^® and Octaura Launch Two-Way Interface for Simplified Syndicated Loan Trading

Charles River announced the launch of its two-way interface with Octaura. The interface allows Charles River and Octaura customers to streamline their syndicated loan trading workflows, promoting greater efficiency and transparency. Octaura offers an electronic syndicated loan trading solution that delivers trading protocols, real-time data and analytics on a single platform. Charles River IMS provides a technology platform to help 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.

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May 6, 2024

Charles River^® Appoints Vin Bhat as New Head​ of Asia-Pacific

Charles River has appointed Vinayak Bhat (Vin) as SVP, Head of Asia Pacific (APAC), where he will be responsible for all business oversight within the region and collaboration with State Street Alpha^®, the first front-to-back asset servicing platform from a single provider for institutional investors. Charles River, provider of the Charles River Investment Management Solution (Charles River IMS), was acquired by State Street in 2018.

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April 11, 2024

T. Rowe Price Expands Use of Cloud-Based Charles River^® IMS

Charles River announced that T. Rowe Price will transition to Charles River’s cloud-based technology platform. T. Rowe Price will utilize the Charles River Investment Management Solution (Charles River IMS) for portfolio management, trading, and compliance and the State Street Alpha® Data Platform (ADP) for data management and services.

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March 25, 2024

Perpetual appoints State Street’s Charles River^® to Manage Front Office Operations

Charles River announced that it has been appointed by Perpetual Group (Perpetual) to manage its front office operations for its Australian asset management business. Perpetual’s Australian asset management business will adopt the Charles River IMS to manage its domestic and global portfolios, order and execution, compliance, post trade processing and front office data.

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