Recent Press Releases

September 24, 2025

State Street Announces Enterprise Performance is Now Live

State Street has introduced a fully integrated, cloud-native performance solution for Charles River IMS and State Street Alpha^® clients. Enterprise Performance delivers a single calculation engine that simplifies operations, enhances scalability, and provides robust, multi-dimensional analytics. Designed to reduce data exchange challenges and streamline workflows, the solution empowers investment teams with accurate, timely insights and enterprise-grade data management.

READ MORE

September 23, 2025

Jacobi Partners with Charles River to Empower Scalable Model Portfolio Management

Jacobi has announced its integration with the Charles River Investment Management Solution (Charles River IMS), supporting institutional asset managers and wealth managers in scaling their model portfolio capabilities. The API-driven integration enables clients to seamlessly construct, customize, and manage investment models within Jacobi, and transmit them directly into Charles River IMS for implementation. This streamlines workflows and enhances operational efficiency across front-office teams.

READ MORE

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.

READ MORE

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. 

READ MORE

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.

READ MORE