Press Release

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

November 6th, 2017

Boston – November 6, 2017 — Charles River is pleased to announce that Fiera Capital Inc. (Fiera Capital), an affiliate of Fiera Capital Corporation (TSX: FSZ), a leading independent asset management firm, has chosen the Charles River Investment Management Solution (Charles River IMS) 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.

The Charles River IMS provides Fiera Capital with risk and scenario analysis, portfolio analytics and construction, order and execution management, post-trade processing and compliance. Charles River enables Fiera Capital to automate the trading process from first capture of an order through final settlement.

“In order to support our continued growth in the United States, we needed a system that could scale up as we bring on new investment strategies,” said Benjamin S. Thompson, President and CEO, Fiera Capital’s US division. “We chose Charles River because we can consolidate all of the assets onto one platform and centralize compliance oversight across all of our investment teams.”

“For firms such as Fiera Capital, supporting both wealth and institutional clientele on one platform solves a number of challenges and creates opportunities for synergies,” said Tom Driscoll, Global Managing Director, Charles River. “Besides consolidation, cost reduction and eliminating manual processes, it allows a complete view across businesses.”

About Fiera Capital Inc.
Fiera Capital Inc. is an affiliate of Fiera Capital Corporation. Fiera Capital Inc. offers thoughtful investment solutions in the US for high net worth individuals and institutions across a spectrum of traditional, non-traditional, and bespoke investment strategies. Its mission is to provide clients with the highest quality of customized service and performance through a culture of integrity, teamwork, excellence, and innovation.

About Charles River
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 management and risk analytics 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. For more information, please visit