Recent Press Releases

DirectBooks Logo

November 1, 2022

Charles River® and DirectBooks Announce Collaboration to Streamline Primary Issuance in Charles River IMS

Charles River announced a collaboration with DirectBooks enabling investment firms to manage primary issuance workflows in the Charles River Investment Solution (Charles River IMS). DirectBooks optimizes primary issuance of fixed income securities by streamlining communications workflows between underwriters and institutional investors.

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October 6, 2022

State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha

State Street announced that FundGuard has been selected to serve as a strategic accounting solution for State Street Alpha. FundGuard is a highly scalable cloud-native investment accounting, fund accounting, and contingency NAV solution. The FundGuard accounting solution will be integrated for straight through processing from portfolio management and trading in the Charles River Investment Management Solution through to custody and administration.

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FactSet Logo

July 6, 2022

State Street and FactSet Partner to Streamline Data Flows Across Front, Middle & Back Office

State Street and FactSet today announced a strategic partnership integrating State Street Alpha and the complementary strengths of FactSet to streamline data flows across the front, middle and back-office through State Street’s Alpha Data Platform. The two companies expect the collaboration will provide common clients with a seamless and highly functional experience from client portals for equity, fixed income and multi-asset strategies all the way through to custody.

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Futuregrowth Asset Management

May 12, 2022

Futuregrowth Asset Management Adopts Charles River® for Managing Fixed Income Strategies

Charles River announced that Futuregrowth Asset Management (FGAM), a South African Asset Manager, has selected the Charles River IMS as their new front office investment system. Charles River IMS provides a unified platform for risk and portfolio management, trading and collateral management, helping FGAM’s investment team gain faster, better informed insights, collaborate more effectively and reduce operational friction across the enterprise.

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April 5, 2022

Rathbone Funds Adopts Charles River IMS and State Street AlphaSM Data Platform

Charles River today announced that Rathbone Funds has selected the Charles River Investment IMS to support their equity, fixed income and multi-asset portfolio management, including managing its security and investment data on the State Street Alpha Data Platform (ADP).

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Advisor360° Logo

March 22, 2022

State Street, Charles River® and Advisor360° Announce Strategic Partnership to Deliver an Integrated Technology Solution to the Wealth Management Industry

Charles River together with Advisor360°, a wealth management software company, announced a strategic partnership to offer their wealth management platforms, deeply integrated and engineered to help increase productivity, streamline operations, and manage costs for enterprise wealth management firms.

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March 15, 2022

Charles River® Launches Tailored Portfolio Solutions to Power Portfolio Personalization at Scale, Integrates Axioma Portfolio OptimizerTM

Charles River announced the launch of Tailored Portfolio Solutions, an offering that enables both wealth managers and asset managers to provide high-value, fully customized portfolios at scale. The solution integrates the Axioma Portfolio Optimizer (APO) from index and analytics provider Qontigo.

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March 10, 2022

Broadridge’s LTX® Completes Integration with Charles River Development

LTX, Broadridge’s artificial intelligence (AI)-driven digital trading platform, has completed a successful integration with the Charles River IMS. The complete integration enables Charles River’s OEMS users to better access aggregated liquidity and leverage transparency and price discovery within their existing workflows through their existing relationships with their dealers.

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Precisely Logo

February 10, 2022

Charles River® Announces Collaboration with Precisely to Incorporate Enterprise Data Governance in State Street Alpha℠ Data Platform

Charles River announced a collaboration with Precisely, a global leader in data integrity. Precisely’s data governance solution, Data360 Govern, will be incorporated into the State Street Alpha℠ Data Platform (ADP) to provide streamlined governance, lineage, and cataloging capabilities.

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Ledger Edge Logo

February 9, 2022

Charles River® and LedgerEdge Announce Collaboration to Provide DLT-Enabled Corporate Bond Liquidity and Trading Services

Charles River announced a collaboration with LedgerEdge to provide investment firms with access to corporate bond liquidity from the LedgerEdge ecosystem via the Charles River Inventory Hub and Order and Execution Management System (OEMS).

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February 2, 2022

Charles River® Appoints Nidhi Singh as Chief Product Officer

In this newly created role, she will provide leadership to Charles River’s technical product strategy and product marketing, including the identification, development and execution of the overall product roadmap and integration with the State Street Alpha℠ platform strategy.

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Liquidnet Logo

February 1, 2022

Liquidnet elevates Primary Markets Workflow from Portfolio Managers to Syndicate in a single ‘click’

Liquidnet announced further electronification in the new issuance process for corporate bonds by unveiling a new feature that enables investors to communicate with syndicate banks directly from their Order and Execution Management System (O/EMS) as part of the book build process, before a bond is priced and allocated. Charles River is one of the first to deploy the feature that accommodates this workflow.

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