Press Releases

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.
READ MORE

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.
READ MORE

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.
READ MORE

Recent Press Releases

December 21, 2017
Charles River Expands MiFID II Support by Adding Continuous Evaluated Pricing from ICE Data Services for Best Execution

Charles River is helping clients prepare for the impending MiFID II requirements by incorporating ICE Data Services’ Continuous Evaluated Pricing into the Charles River IMS. Charles River provides investment managers with an end-to-end solution for meeting regulatory obligations under MiFID II. The solution captures key data and trade lifecycle decision points needed to comply with new requirements for trade and transaction reporting, best execution and commission management.
READ MORE

December 7, 2017
Charles River and Trumid Partnership Brings Greater Efficiency to Corporate Bond Trading

Charles River today announced it has integrated its Charles River Investment Management Solution (Charles River IMS) with Trumid’s all-to-all electronic corporate bond trading platform, the Trumid Market Center. The collaboration aims to bring greater trading efficiency and market intelligence to institutions managing corporate bond portfolios.
READ MORE

November 20, 2017
Chevy Chase Trust Company Deploys Charles River IMS for High Net Worth and Institutional Business Lines

Chevy Chase Trust Company (Chevy Chase Trust), an independently owned investment management firm based in the Washington, D.C. area, has chosen the Charles River Investment Management Solution (Charles River IMS) as the enterprise investment management platform for its high net worth and institutional businesses. The SaaS-based platform will support Chevy Chase Trust’s front and middle office in managing domestic fixed income and global equities.
READ MORE

November 16, 2017
Charles River Showcases New Solutions at 2017 Global Client Conference

Charles River clients, partners and industry experts from 13 countries gathered at the Charles River 2017 Global Client Conference, held November 5-8 in Boca Raton, Florida. More than 550 attendees learned about Charles River’s newest offerings and discussed ongoing challenges for the buy side such as incorporating risk analytics into the investment process, expansion of passive investing, methods of integrating the front/middle/back offices and custody, managing OTC derivatives, and deployment of enterprise systems.
READ MORE

November 6, 2017
Charles River and OpenDoor Partner to Expand Fixed Income Liquidity Access

Charles River Development has formalized a partnership with OpenDoor Securities (“OpenDoor”) to provide asset managers with access to OpenDoor’s all‐to‐all market‐based solution for off‐the‐run US Treasuries and TIPS, directly from the Charles River Investment Management Solution. Under the agreement, Charles River clients will be able to participate in OpenDoor’s daily anonymous auctions from their trading blotter.
READ MORE

November 6, 2017
Fiera Capital, Inc. Adopts Charles River’s Enterprise Platform across Asset Classes for Institutional and Private Client Investments

Charles River is pleased to announce that Fiera Capital Inc., an affiliate of Fiera Capital Corporation (TSX: FSZ), a leading independent asset management firm, has chosen the Charles River Investment Management Solution for its institutional and private client investment management businesses. The SaaS-based solution will serve as an end-to-end platform for Fiera Capital’s portfolio managers, traders, compliance and operations staff.
READ MORE

November 6, 2017
Charles River IMS wins Best Buy-Side Compliance Product at Buy-Side Technology Awards 2017

Charles River Compliance has won “Best Buy-Side Compliance Product” in the 2017 Buy-Side Technology Awards. The announcement came at Waters Technology’s 11th annual award ceremony in London on November 3. The awards recognize the leading technologies and vendors in their area of expertise, as judged by buy-side-focused technology consultants and Buy-Side Technology’s editors.
READ MORE

October 10, 2017
Thailand’s SCB Asset Management Enhances Portfolio Decision Support with Charles River IMS

SCB Asset Management Company Limited (SCBAM) is live with enhanced portfolio management capabilities in the Charles River Investment Management Solution (Charles River IMS). SCBAM has been a Charles River client for more than four years and uses Charles River IMS for portfolio management, trading and compliance across multiple asset classes, including equities, fixed income, FX, and derivatives.
READ MORE

October 4, 2017
Charles River Integrates Trax MiFID II Trade and Transaction Reporting Solutions

Charles River Development and Trax, a subsidiary of MarketAxess Holdings, Inc., have entered into an agreement to integrate Trax’s MiFID II Trade and Transaction reporting solutions into the Charles River Investment Management Solution (Charles River IMS). Pursuant to the arrangement, mutual clients of both firms are able to use the Trax Approved Publication Arrangement (APA) to publish trade reports and Approved Reporting Mechanism (ARM) to transaction report trades to National Competent Authorities (NCAs) for all required asset classes.
READ MORE

October 4, 2017
Charles River and Northfield Expand Portfolio and Risk Analytics in Charles River IMS

Charles River Development has formalized a partnership with Northfield Information Services Inc. to integrate Northfield’s portfolio optimizer and suite of cross-asset factor models in the Charles River Investment Management Solution (Charles River IMS). Under the agreement, Charles River clients will have access to all of Northfield’s factor models including equity, REIT, private equity, multi-asset models and others.
READ MORE