Articles from Charles River Development

Charles River Development, a State Street Company, announced today 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 (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.

Charles River Development, a State Street Company, today announced the launch of its two-way interface with Octaura LL Trading Co., LLC. The interface allows Charles River and Octaura customers to streamline their syndicated loan trading workflows, promoting greater efficiency and transparency.

Charles River Development (CRD), a State Street Company, has appointed Vinayak Bhat (Vin) as senior vice president (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.

Charles River Development, a State Street Company, announced today 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 (IMS) for portfolio management, trading, and compliance and the State Street Alpha® Data Platform (ADP) for data management and services.

Charles River Development, a State Street Company, today announced a collaboration with S&P Global Market Intelligence that will enable firms to automate and streamline primary issuance workflows in the Charles River® Investment Management Solution (Charles River IMS).

Charles River Development, a State Street Company, today announced that Rathbone Funds (Rathbone Unit Trust Management Ltd), the London-based subsidiary of Rathbones Group Plc, is live on the cloud-based Charles River Investment Management Solution (Charles River IMS) and the State Street Alpha Data Platform (ADP).

Charles River® Development, a State Street Company, today announced a collaboration with DirectBooks enabling investment firms to manage primary issuance workflows in the Charles River Investment Solution (Charles River IMS).

Charles River Development, a State Street Company, today announced that Futuregrowth Asset Management (Pty) Ltd. (FGAM), a South African Asset Manager, has selected the Charles River Investment Management Solution (Charles River IMS) as their new front office investment system.

Charles River Development, a State Street Company, today announced that Rathbone Funds (Rathbone Unit Trust Management Ltd), the London-based subsidiary of Rathbones Group Plc, has selected the Charles River Investment Management Solution (Charles River IMS) to support their equity, fixed income and multi-asset portfolio management, including managing its security and investment data on the State Street Alpha Data Platform (ADP).

Charles River Development, a State Street Company, today announced the launch of Tailored Portfolio Solutions, an offering that enables both wealth managers and asset managers to provide high-value, fully customized portfolios at scale. The solution integrates the Axioma Portfolio OptimizerTM (APO) from index and analytics provider Qontigo.

Charles River Development (CRD), a State Street Company, has appointed Nidhi Singh as Chief Product Officer. In this newly created role, she will provide leadership to CRD’s technical product strategy and product marketing, including the identification, development and execution of the overall product roadmap and integration with the State Street AlphaSM platform strategy. State Street Alpha helps firms manage all investment products and business lines in one place. CRD, provider of the Charles River Investment Management Solution (Charles River IMS) and the front-office technology foundation for State Street Alpha, was acquired by State Street in 2018.

Charles River Development, a State Street company, announced that Nomura Asset Management Co., Ltd. (Nomura), a leading Japanese asset manager with approximately US$607 Billion AUM*, headquartered in Tokyo, is expanding their use of the Charles River Investment Management Solution (Charles River IMS). Nomura will implement Charles River’s strategic cloud solution on Microsoft® Azure and adopt Charles River’s post-trade capabilities to further consolidate and simplify their investment operations.