October 19, 2020
Canada Pension Plan Investment Board (CPP Investments™) has selected the cloud-based Charles River Investment Management Solution (Charles River IMS) for managing portfolios across all publicly traded asset classes including equities, fixed income and derivatives. CPP Investments currently manages CAD 434.4 billion in assets on behalf of more than 20 million beneficiaries.
Charles River announced that the Compliance LawCard® Solution is available through the Charles River IMS. The offering helps investment management firms reduce the administrative and cost burdens required to remain informed of regulatory changes across jurisdictions.
Charles River announced the launch of Charles River Wealth Hub (Wealth Hub), a communications platform that connects managed account program sponsors and their asset manager distribution partners through a secure network environment. Wealth Hub is delivered as a cloud-based service using Microsoft® Azure.
September 23, 2020
State Street Expands Leadership Organization
State Street announced that it has strengthened its leadership team for State Street Alpha℠, its open, front-to-back investment servicing platform for institutional and wealth management firms. Spiros Giannaros has been named chief executive officer of Charles River Development (CRD). Giannaros, who was appointed president of CRD in December 2019, is now responsible for all aspects of CRD’s global business and will report to John Plansky, global head of State Street Alpha℠.
Charles River Investment Management Solution (Charles River IMS) has been named “Best Unified System” by WealthManagement.com 2020 Industry Awards (the “Wealthies”).
August 18, 2020
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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