Press Release

RE Advisers Improves Decision Support and Trading Operations with Charles River IMS

February 28, 2017

Boston, MA – RE Advisers has positioned itself for future growth with the implementation of Charles River’s Software as a Service (SaaS)-based solution to manage its domestic equity and fixed income strategies. The Charles River Investment Management Solution (Charles River IMS) enables the Arlington, Virginia-based firm to replace disparate proprietary and third party tools by consolidating its portfolio management, trading and compliance activities on a single platform.

“Portfolio managers gain capabilities including additional data and analytics to support trading and portfolio construction decisions and we’re able to manage operations more efficiently, with lower risk and improved compliance monitoring,” said Stephen Kaszynski, Director, President and CEO of RE Advisers and Homestead Funds.

Charles River’s SaaS model includes the software capabilities, data, services and hosting infrastructure needed to support current and evolving business requirements. Charles River manages the system, performs all upgrades on a regular basis, and ensures data is properly fed to the system.

“In a SaaS deployment, firms like RE Advisers benefit from Charles River’s expertise in managing the system, including regular upgrades and ensuring timely, accurate data throughout the investment process,” said Tom Driscoll, Global Managing Director, Charles River. “This gives end users higher confidence in their decision making and trading processes. SaaS also provides the predictable cost and scalability needed to grow and better respond to changes in the market.”

About RE Advisers
Founded in 1990 by the National Rural Electric Cooperative Association, RE Advisers directs $9.8 billion in assets as of December 31, 2016. Based in Arlington, Virginia, the company manages stocks, bonds and mutual funds for a wide range of clients, including investors in the Homestead mutual funds, institutions, pension plans and a model portfolio program sponsor. Homestead Funds are distributed by RE Investment Corporation. For more information, please visit

About Charles River
Charles River enables sound and efficient investing across all asset classes.   Over 350 firms worldwide use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution automates and simplifies investment management on a single platform – from portfolio decision support and risk management through trading and post-trade settlement, with integrated risk and compliance throughout. Headquartered in Burlington, Massachusetts, we support clients globally with more than 750 employees in 11 regional offices.