Recent Press Releases

January 7, 2025

OptimX Integrates with Charles River to Deliver Bilateral Liquidity to Institutional Desktops

A pioneer in advanced liquidity management, OptimX Markets has been certified as a sweep partner with the Charles River Investment Management Solution, a leading order and execution platform, to deliver broker bilateral liquidity opportunities directly to institutional traders’ desktops.

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October 23, 2024

Charles River Selected to Manage Australian Ethical’s Front Office Operations

Charles River announced that Australian Ethical Investment has selected the Charles River IMS to automate its front and middle office processes for its entire investment portfolio. Australian Ethical, a leader in ethical investment, will use Charles River IMS for portfolio and risk management, trading, compliance, performance measurement and attribution (PMAR), investment book of record (IBOR), and transaction management. 

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October 8, 2024

Operadora de Fondos Banorte Adopts Charles River’s Cloud-Based Platform

Charles River announced  that Operadora de Fondos Banorte, SA de CV, SOFI, Grupo Financiero Banorte (“BANORTE”), one of Mexico’s largest mutual fund companies, is now live on Charles River’s cloud-based Investment Management Solution (Charles River IMS). Banorte utilizes Charles River IMS to modernize their front, middle and back-office operations and to streamline the management of their domestic and international equity, fixed income, and multi-asset portfolios.

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