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Press Releases

September 20, 2019
Charles River and MSCI to Provide Differentiated Risk and Portfolio Analytics

Charles River is collaborating with MSCI Inc. to integrate MSCI Analytics capabilities with Charles River Investment Management Solution (Charles River IMS). Charles River clients will be able to use MSCI’s portfolio and risk analytics, enabling access to MSCI’s industry-leading capabilities and content in multiple asset class factor modeling, stress-testing, statistical analysis (VaR), and optimization. In addition, MSCI Analytics clients can now use Charles River IMS as their single source for portfolio and data modeling needs.

BondCliQ to Provide Corporate Bond Pricing in Charles River IMS

September 5, 2019
Charles River and BondCliQ to Provide Corporate Bond Pricing in Charles River IMS

Charles River Development and BondCliQ today announced a collaboration that will equip clients with corporate bond pricing. The deal will provide traders and portfolio managers with pre-trade institutional price quotes for U.S. corporate fixed income securities and post-trade TRACE data directly in the Charles River Investment Management Solution.

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July 23, 2019
Charles River and MarketAxess Expand Collaboration for Trading Connectivity Across Global Credit Markets

Charles River announced an expansion of its collaboration with MarketAxess, a leader in e-trading for global fixed income. Under the expansion, global Charles River clients will be offered access to MarketAxess’ Auto-X™ and other new trading features for investment-grade credit, high-yield, emerging market debt and Eurobonds. As a result, traders and portfolio managers will be able to source liquidity directly from the Charles River Order and Execution Management System (OEMS) for fixed income securities in more than 25 currencies across Europe, Africa, Latin America and Asia-Pacific.

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July 17, 2019
Charles River Forms Wealth Client Advisory Board as it Marks 10 Years as Wealth Platform Provider

Charles River Development announced the formation of a Client Advisory Board focused on wealth management. Members of the Board will serve to provide expert insight and advice on the development and enhancement of the Charles River Wealth Management Solution. The launch of the newly formed Client Advisory Board marks Charles River’s 10th anniversary as a leading wealth management platform provider.

Waters Ranking 2019 Best Portfolio Management System Provider

July 11, 2019
Charles River IMS Wins Best Buy-Side Portfolio Management System at the Waters Rankings Awards 2019

Charles River, provider of the Charles River Investment Management Solution, has been recognized as the “Best Buy-Side Portfolio Management System” at this year’s Waters Rankings awards. These annual awards promote leading vendors in their area of expertise and are selected exclusively by WatersTechnology readers, which span a range of buy- and sell-side investment professionals.

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July 10, 2019
Charles River Development Global Client Conference to Feature Prominent Speaker Line-up
Highly anticipated event will welcome global industry leaders to connect, explore and learn

Charles River Development, a State Street Company, today announced that the Charles River Global Client Conference 2019 will be held on Monday, September 23rd through Thursday, September 26th at the Boston Park Plaza Hotel. The conference, which will give clients ideas and insights for new and improved ways to leverage the Charles River Investment Management Solution, will house more than 50+ cross-disciplinary sessions, and offer one-on-one consultation in the demo center and a showcase of technology partners.

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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.

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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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.

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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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.

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.

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


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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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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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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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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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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 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.