Recent Press Releases

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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June 12, 2024

Charles River^® and Octaura Launch Two-Way Interface for Simplified Syndicated Loan Trading

Charles River announced the launch of its two-way interface with Octaura. The interface allows Charles River and Octaura customers to streamline their syndicated loan trading workflows, promoting greater efficiency and transparency. Octaura offers an electronic syndicated loan trading solution that delivers trading protocols, real-time data and analytics on a single platform. Charles River IMS provides a technology platform to help automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout.

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May 6, 2024

Charles River^® Appoints Vin Bhat as New Head​ of Asia-Pacific

Charles River has appointed Vinayak Bhat (Vin) as SVP, Head of Asia Pacific (APAC), where he will be responsible for all business oversight within the region and collaboration with State Street Alpha^®, the first front-to-back asset servicing platform from a single provider for institutional investors. Charles River, provider of the Charles River Investment Management Solution (Charles River IMS), was acquired by State Street in 2018.

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April 11, 2024

T. Rowe Price Expands Use of Cloud-Based Charles River^® IMS

Charles River announced that T. Rowe Price will transition to Charles River’s cloud-based technology platform. T. Rowe Price will utilize the Charles River Investment Management Solution (Charles River IMS) for portfolio management, trading, and compliance and the State Street Alpha® Data Platform (ADP) for data management and services.

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March 25, 2024

Perpetual appoints State Street’s Charles River^® to Manage Front Office Operations

Charles River announced that it has been appointed by Perpetual Group (Perpetual) to manage its front office operations for its Australian asset management business. Perpetual’s Australian asset management business will adopt the Charles River IMS to manage its domestic and global portfolios, order and execution, compliance, post trade processing and front office data.

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