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Press Releases

Buy-Side Technology award Winner Best buy-side OMS

November 15, 2018
Charles River IMS Wins Best Buy-Side Order Management System (OMS) at the Buy-Side Technology Awards 2018

Charles River, a State Street Company and provider of the Charles River Investment Management Solution, has won “Best Buy-Side OMS” at the 2018 Buy-Side Technology Awards. The awards aim to recognise the leading technologies and vendors in their area of expertise and are judged by buy-side focused technology consultants and WatersTechnology’s journalists.         
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Krungsri Asset Management

November 1, 2018
Thailand’s Krungsri Asset Management enhances portfolio management capabilities with Charles River IMS

Krungsri Asset Management, a leading Thai asset management company, is live with enhanced portfolio management capabilities across all asset classes on the Charles River Investment Management Solution. A client since 2005, Krungsri Asset uses Charles River IMS for portfolio management, trading and compliance, including cash management, currency hedging and FX across the front office.
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EMEA 2018 Client Conference Logo

October 4, 2018
Charles River Previews Future Vision with State Street to Clients
Chief Executive Officer addresses global asset management audience at EMEA Regional Client Conference

Charles River Development, a State Street Company and provider of the Charles River IMS, held its 2018 EMEA Client Conference this week in London. More than 170 attendees representing over 40 firms from 14 countries participated in the event, the first Charles River Client Conference since its acquisition by State Street Corporation was completed on October 1, 2018. Charles River’s newly appointed chief executive officer, John Plansky, addressed attendees and outlined the strategic rationale for the acquisition and his vision for the future.
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Cassini Systems

September 27, 2018
Charles River Forms Business Alliance with Cassini Systems to Automate Margin Estimation
Expands Charles River’s Collateral Management Capabilities

Charles River Development and Cassini Systems have formalized a business alliance to automate the calculation of margin estimates and provide advanced pre- and post-trade analytics in the Charles River Investment Management Solution IMS for OTC and exchange-traded derivatives. Together with Charles River’s post-trade processing and settlements, IBOR, and performance measurement, expanded collateral management capabilities provide investment managers with a complete front and middle office solution.
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FOW and Global Investor Asia Capital Markets Awards

September 25, 2018
Charles River Named Multi-Asset Trading System of the Year at 2018 Asia Capital Markets Awards

Charles River Development has been awarded “Multi-asset Trading System of the Year” at this year’s Asia Capital Markets Awards hosted by FOW and Global Investor Group. Presented in Singapore on September 20, these awards are designed to recognise best achievement across the Asian buy-side capital market industries.
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Broadridge Financial Solutions

August 14, 2018
Charles River Forms Business Alliance with Broadridge to Enable Clients to Reduce Risk and Improve Productivity
Expands SWIFT Capabilities in Charles River IMS

Charles River Development and Broadridge Financial Solutions have formalized a business alliance to enable better integration with the SWIFT network in the Charles River IMS. Broadridge’s SWIFT solution, which is used by more than 100 clients globally, accelerates the adoption of industry standard ISO formats to facilitate timely settlement and accurate start of day positions in the Charles River IMS.
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Waters Technology Rankings 2018 Winner Best Buy-Side Order Management System (OMS) Provider

July 31, 2018
Allan Gray Consolidates Investment Systems onto Cloud Based Charles River IMS

Allan Gray, a privately owned investment manager in South Africa, has adopted the Charles River IMS, delivered as a cloud-based service. Portfolio managers, traders and compliance teams will use Charles River IMS to manage assets across various product types such as segregated mandates and unitised funds. This implementation will enable straight through processing from the investment decision through to compliance and trade execution.
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Waters Technology Rankings 2018 Winner Best Buy-Side Order Management System (OMS) Provider

July 26, 2018
Charles River Wins Best Buyside Order Management System (OMS) at Waters Ranking 2018

Charles River Development has won “Best Buyside Order Management System (OMS)” at this year’s Waters Ranking Awards. Presented in New York on July 12, the awards are selected by end users across the financial services spectrum. Charles River combines traditional OMS (Order Management System) and EMS (Execution Management System) capabilities into an Order and Execution Management System (OEMS) to eliminate the need for multiple trading systems.
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State Street Corporation Logo

July 20, 2018
Charles River Development to be acquired by State Street Corporation
Complementary offerings combine to deliver an interoperable, front-to-back client investment servicing platform for Buy-Side investment firms

Charles River Development, provider of the Charles River Investment Management Solution (Charles River IMS), announced today a definitive agreement to be acquired by State Street Corporation (NYSE: STT). The acquisition, which is subject to regulatory approvals and customary closing conditions, is expected to be completed in the fourth quarter of 2018.
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Societe Generale logo

July 17, 2018
Montanaro Asset Management Live on Charles River’s IBOR
Real-time position and cash updates support front office and eliminate manual reconciliation

Montanaro Asset Management, a London based asset manager, has implemented Charles River’s Investment Book of Record (IBOR) to provide portfolio managers and traders with up to date position and cash information in the Charles River IMS. Montanaro has used Charles River IMS for portfolio management, compliance and trading over the last 6 years.
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July 10, 2018
Johnson Investment Counsel Positions for Growth with Charles River IMS for Wealth and Institutional Asset Management

Johnson Investment Counsel, Inc., Ohio’s largest independent wealth management firm, has chosen the Charles River Investment Management Solution (Charles River IMS) for its institutional and wealth management businesses. Implementing Charles River IMS positions Johnson Investment Counsel for growth by providing greater scalability to manage its US fixed income and global equity investments, as well as a mix of multi-asset products, across the entire trade lifecycle.
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June 26, 2018
Sanlam Multi Manager Adopts Charles River IMS to Centralise and Consolidate Investment Processes

Sanlam Multi Management International has chosen the Charles River IMS to consolidate and streamline its investment management processes. The Multi Manager business will use the cloud-based solution for portfolio management. Sanlam’s multi-manager team will have a centralised view for model comparison, with enhanced workflows for greater efficiency, oversight and scalability. Combining data from custodial and Linked Investments Service Provider (LISP) sources will enable integrated portfolio construction capabilities.
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June 7, 2018
Charles River Receives WealthBriefing Asia ‘Best Portfolio Management’ Award for 2018

Charles River Development has won “Best Portfolio Management Solution” at this year’s WealthBriefing Asia Awards. Presented on 31st May in Singapore, this is the second wealth management award this year recognising the Charles River Investment Management Solution (Charles River IMS). These awards recognise companies, teams and individuals the judges consider having demonstrated innovation and excellence during 2017.
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Societe Generale logo

May 22, 2018
Societe Generale in Luxembourg Centralises Trading on Charles River IMS
European financial services group adopts Charles River to enhance service to its private banks and I-DEAL clients

Societe Generale in Luxembourg, namely Societe Generale Bank and Trust (SGBT), has deployed the Charles River Investment Management Solution (Charles River IMS) as the enterprise trading platform for its private banking network and for the firm’s outsourced buy side order execution service, I-DEAL.
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CRD Logo

March 26, 2018
Charles River Moves London Office to Support European Growth

Charles River has moved its EMEA headquarters to a larger office in the centre of the City of London. The new location will accommodate the expansion of the EMEA business and the growing number of investment management clients throughout the region.
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February 22, 2018
Charles River Receives ‘Best Portfolio Management’ for 2nd Consecutive

Charles River Development has won “Best Portfolio Management Solution” for the second year in a row at this year’s WealthBriefing Swiss Awards. Presented on February 8th in Geneva, the WealthBriefing awards are designed to recognise companies, teams and individuals that judges consider to have demonstrated innovation and excellence during 2017.
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January 30, 2018
Charles River Clients Successfully Deployed on Time for MiFID II Deadline

Charles River clients subject to the European Union’s Markets in Financial Instruments Directive II (MiFID II) are now able to comply using the Charles River Investment Management Solution (Charles River IMS). Charles River has worked with clients across Europe, North America and Asia to deploy the necessary capabilities in time for the regulation’s January 3 implementation date.
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