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Press Releases

Neptune Networks Logo

May 21, 2019
Charles River and Neptune Networks Announce Strategic Collaboration to Provide Fixed Income Inventory Data to Buy-side 

Charles River Development and Neptune Networks announced a strategic collaboration that will provide buy-side clients of Charles River’s OEMS with aggregated, real-time fixed income axes and inventory. Neptune provides technology solutions that enable real-time connectivity and deliver high-quality bond market data from sell-side banks to buy-side clients.
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FinTech Breakthrough Awards Best Institutional Investment Platform

April 03, 2019
Charles River Recognized for Institutional and Wealth Management Innovation in Prestigious 2019 FinTech Breakthrough Awards Program

Charles River Development announced that its Charles River Investment Management Solution (Charles River IMS) has been selected as a winner of the “Best Institutional Investment Platform” award by FinTech Breakthrough, an independent organization that recognizes the top companies, technologies and products in the global fintech market today. The FinTech Breakthrough Awards is the premier awards program founded to recognize FinTech innovators, leaders and visionaries from around the world in a range of categories. These include Banking, Personal Finance, Lending, Payments, Investments, RegTech, InsurTech and many more. 
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Söderberg & Partners Logo

April 02, 2019
Söderberg & Partners Selects Charles River IMS to Streamline and Consolidate Investment Management Processes

Söderberg & Partners, a leading Nordic advisor and distributor of insurance and financial products, has selected the Charles River Investment Management Solution to improve its investment servicing offering. Söderberg will use Charles River IMS to manage its growing number of investment funds and discretionary client accounts.
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March 21, 2019
Charles River to Provide Scalable, Enterprise-Wide Operational Support Solution for Morningstar’s Investment Management Group

Charles River Development announced that Morningstar’s Investment Management group, a leading provider of discretionary investment management and advisory services, and subsidiary of Morningstar, Inc., has selected the Charles River Investment Management Solution to support its initiative for a new family of funds offered through advisors. The Charles River IMS is a scalable, cloud-based platform that will support future expansion of Morningstar Investment Management group’s multi-asset portfolios.
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Axioma Logo

March 14, 2019
State Street Company Charles River Development and Axioma Announce Partnership to Expand Portfolio and Risk Analytics in Charles River IMS

Charles River Development, a State Street Company, and Axioma, the leading provider of enterprise risk management, portfolio management and regulatory reporting solutions announced a formalized strategic partnership. The partnership will integrate Axioma’s risk and portfolio analytics into the Charles River Investment Management Solution, a front and middle office platform used by more than 300 investment managers, asset owners and hedge funds globally.
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und Technology WSL Awards Winner Best Trading Platform

March 7, 2019
Charles River Development Honored at the 2019 Fund Technology and WSL Awards

Charles River Development today announced that the Charles River Investment Management Solution (Charles River IMS), was awarded “Best Trading Platform – Overall,” by Fund Technology and WSL Awards 2019. Each year, the Fund Technology Awards recognize leading providers catering to asset managers and institutional traders that have demonstrated exceptional customer service and innovative product development over the past 12 months.
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MFC Asset Management Public Company Limited

February 27, 2019
MFC Asset Management Public Company Limited Enhances Front and Middle Office Investment Processes with Charles River IMS

MFC Asset Management, a Thailand-based asset manager with major shareholders including the Ministry of Finance and Government Savings Bank, has adopted major new portfolio management capabilities in the Charles River IMS for its mutual, provident and private fund operations. MFC has been using Charles River IMS to automate their front and middle office operation including portfolio management, trading and compliance over the past 6 years.
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nomura asset management logo

February 20, 2019
Nomura Asset Management Co., Ltd. Transitions to Cloud-Based Charles River IMS

野村アセットマネジメント株式会社、クラウドベースサービスのチャールズリバーIMSに移行

Nomura Asset Management, an internationally recognised asset manager based in Tokyo, Japan, is now live on cloud-based services for the Charles River IMS across multiple continents and asset classes including fixed income and equity, FX, institutional and mutual funds. This transition ensures Nomura’s portfolio managers, traders and compliance teams have the most current, multi-asset decision support, trading and compliance capabilities in a consolidated front office solution.
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RWC Partners Logo

February 13, 2019
RWC Partners Selects Charles River IMS to Centralise Investment Management Processes

RWC Partners, a privately owned asset management company headquartered in London, has selected the Charles River IMS to streamline their front to middle office investment processes. Portfolio managers, traders, compliance, and operational teams will use the centralised platform to manage their institutional portfolios, with data provided by Charles River’s Investment Book of Record (IBOR) and Enterprise Data Management (EDM) capabilities.
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Charles River Development State Street Logo Small

January 16, 2019
Charles River Development Announces Founding Members of the Charles River Development Client Advisory Board

Charles River announced that 16 investment management firms have signed on to become founding members of its Charles River Development Client Advisory Board. The Client Advisory Board will be a forum for Charles River Development (CRD) clients to provide input and advice regarding industry developments and CRD’s strategic product and services direction.
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Charles River Development State Street Logo Small

January 14, 2019
Charles River Relocates Singapore Office to Support Continued Growth in Asia Pacific

Charles River has relocated its Singapore office to a larger site in the centre of the Financial district to support continued growth and meet increasing demand for the Charles River IMS. Charles River has maintained a presence in the region for more than 18 years, beginning with an office in Singapore in 2000, followed by the Regional Headquarters established in Melbourne in 2004. Since then, the APAC operation has expanded to Tokyo, Beijing and Hong Kong. 
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AcadiaSoft Logo

January 10, 2019
Charles River and AcadiaSoft form business alliance to expand STP support for OTC and exchange traded derivatives
Automated margin call communication expands Charles River IMS collateral management capabilities

Charles River and AcadiaSoft have announced a business alliance to automate communication of margin calls and collateral estimates between counterparties in the Charles River IMS for OTC and exchange-traded derivatives. AcadiaSoft’s MarginSphere®, part of the AcadiaSoft Hub, helps streamline and automate the margin process within Charles River IMS, connecting market participants and service providers to simplify workflows for all parties engaged in collateral management – buy and sell side firms, fund administrators, and clearing firms.
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Liquidnet Logo

 January 9, 2019
Charles River and Liquidnet Expand Multi-Asset Capabilities with Fixed Income Matching and Advanced Equity Trading Capabilities

Charles River and Liquidnet have expanded their partnership, enabling fixed income and enhancing equity trade blotter sweep capabilities within the Charles River IMS. The cross-asset capabilities augment Liquidnet and Charles River’s longstanding partnership to improve liquidity seeking and price discovery functions for institutional investment managers, asset owners and hedge funds.
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