# Charles River Development

> Investment Management Solutions

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## Posts

- [From AI Ambition to Trading Insight: Takeaways from FILS Europe 2026](https://www.crd.com/insights/2026/from-ai-ambition-to-trading-insight/): Discussions around AI, automation and market data centered on a practical question: How can tech translate into meaningful improvements for investment teams?
- [The democratization of private markets: Opening the door to retail investors](https://www.crd.com/insights/2026/the-democratization-of-private-markets/): Explore how institutions are expanding private market access for individual investors and adapting products, portfolios and operations.
- [Global Private Markets: Resilience Meets a New Reality](https://www.crd.com/insights/2026/global-private-markets-resilience-meets-a-new-reality/): Explore how institutions are navigating private markets, shifting allocations, managing liquidity and investing in AI infrastructure.
- [From Concept to Core: What TSAM Toronto Revealed About Platform Modernization](https://www.crd.com/insights/2026/what-tsam-toronto-revealed-about-platform-modernization/): Explore how firms are approaching platform modernization, AI, private markets and digital assets to build more flexible operating models.
- [How wealth managers can deliver personalised discretionary portfolios at scale](https://www.crd.com/insights/2026/how-wealth-managers-can-deliver-personalised-discretionary-portfolios-at-scale/): Explore how wealth managers can meet evolving client expectations while improving efficiency, governance and regulatory oversight.
- [From trusted information to better decisions: Reflections on how investment operating models are evolving in the age of AI](https://www.crd.com/insights/2026/idt-from-trusted-information-to-better-decisions/): Insights from the Investment Data and Technology Summit on how AI, trusted data, and governance are shaping investment decisions.
- [From Experimentation to Infrastructure: What TSAM New York Revealed About Digitization](https://www.crd.com/insights/2026/tsam-from-experimentation-to-infrastructure/): TSAM New York revealed how firms are moving digitization from pilots to production, with tokenization, automation, and infrastructure in focus.
- [Enhancing SaaS observability with AI](https://www.crd.com/insights/2026/enhancing-saas-observability-with-ai/): Discover how AI-powered observability helps investment firms detect risks, improve resilience, strengthen security, and resolve issues faster.
- [Transforming investment data quality with AI: From reactive monitoring to strategic intelligence](https://www.crd.com/insights/2026/transforming-investment-data-quality-with-ai/): Explore how AI-powered data quality monitoring helps investment firms detect anomalies faster, reduce risk, and improve decision-making.
- [How AI is Reshaping Financial Software Development](https://www.crd.com/insights/2026/how-ai-is-reshaping-financial-software-development/): Discover how AI-assisted development is helping financial technology firms accelerate innovation, improve software quality, and deliver value faster.
- [Leveraging AI to Improve Explainability in Portfolio Optimization](https://www.crd.com/insights/2026/leveraging-ai-to-improve-explainability-in-portfolio-optimization/): Discover how AI simplifies portfolio optimization by explaining complex recommendations and improving investment decision-making.
- [Enabling ETF innovation at scale: The Next Evolution of Investment Strategies](https://www.crd.com/insights/2026/enabling-etf-innovation-at-scale/): Discover how ETF innovation is reshaping portfolio construction and driving the next evolution of investment strategies at scale.
- [Scaling the Future of ETFs: Infrastructure, Automation, and Operating Models](https://www.crd.com/insights/2026/scaling-the-future-of-etfs/): Learn how ETF firms are using automation, technology, and operating models to scale efficiently while managing growing complexity.
- [The Active ETF Opportunity: Rethinking How Strategies Are Built and Delivered](https://www.crd.com/insights/2026/the-active-etf-opportunity/): Explore the active ETF opportunity and how firms are rethinking product strategy, innovation, and scale to deliver differentiated strategies.
- [Redesigning investment manager operating models for an AI-driven future](https://www.crd.com/insights/2026/redesigning-investment-manager-operating-models-for-an-ai-driven-future/): Redesign investment operating models for the AI era with trusted data, scalable platforms, and connected ecosystems that enable growth and execution.
- [Managing the ETF lifecycle at scale](https://www.crd.com/insights/2026/managing-the-etf-lifecycle-at-scale/): Explore ETF market growth and the operational challenges of scaling, with insights on lifecycle management and the role of technology.
- [The Art, Science, and Future of Private Asset Valuation](https://www.crd.com/insights/2026/the-art-science-and-future-of-private-asset-valuation/): Explore private asset valuation, from infrequent pricing to growing scrutiny, and how AI could accelerate accuracy, transparency and frequency.
- [Private assets for retail investors, what we heard at InvestOps 2026](https://www.crd.com/insights/2026/private-assets-for-retail-investors-what-we-heard-at-investops-2026/): What InvestOps 2026 revealed about bridging public and private markets, compliant retail access, and managing liquidity and risk.
- [Don't Start with AI. Start with Friction.](https://www.crd.com/insights/2026/dont-start-with-ai-start-with-friction/): Rushing to adopt AI can amplify broken processes. Learn why asking “where are we stuck?” matters more than “where can we use AI?”
- [TSAM London 2026 — What We Discovered](https://www.crd.com/insights/2026/tsam-london-2026-what-we-discovered/): Insights from TSAM London 2026 on public and private market convergence, AI adoption, and evolving infrastructure in investment management.
- [The Hidden Bottleneck in UMA Operations](https://www.crd.com/insights/2026/the-hidden-bottleneck-in-uma-operations/): Rising demand for personalized portfolios is driving UMA growth, but outdated technology and structural limitations are creating challenges for wealth managers.
- [Private Markets: Establishing a New Paradigm in Wealth Management](https://www.crd.com/insights/2026/private-markets-establishing-a-new-paradigm-in-wealth-management/): Private markets adoption is accelerating in wealth management. This article covers industry trends, manager selection, and the tech needed to deliver private market portfolios.
- [Data Platform: Vision to Reality](https://www.crd.com/insights/2025/alpha-data-platform-vision-to-reality/): Asset managers need smarter data use. We explore how our Data Platform helps turn data into faster insights and better investment decisions.
- [Three essentials for data-driven success in modern investment management](https://www.crd.com/insights/2026/three-essentials-for-data-driven-success-in-modern-investment-management/): Three key lessons from our Data Opportunity report as firms work to break down legacy silos and enable real‑time portfolio insights.
- [How Data-Driven Decision making is Shaping the Future of Investing](https://www.crd.com/insights/2025/how-data-driven-decision-making-is-shaping-the-future-of-investing/): Big data, machine learning (ML), and analytics are transforming investment management—unlocking insights from market, client, and alt data.
- [How asset owners are adapting to new regulatory and client demands: A conversation with Meradia](https://www.crd.com/insights/a-conversation-with-meradia/): Expert perspectives on how investment firms are adapting to a rapidly evolving landscape, mastering new regulatory standards and harnessing the power of data.
- [Why Digital Leaders are Winning in Investment Management](https://www.crd.com/insights/2025/why-digital-leaders-are-winning-in-investment-management/): We explore the strategic implications of digital transformation for investment management, with a global perspective on why it is both important and necessary.
- [From Bottlenecks to Breakthroughs: How Digital Transformation Streamlines Investment Operations](https://www.crd.com/insights/2025/from-bottlenecks-to-breakthroughs/): Digital transformation helps investment firms streamline operations, reduce errors, cut costs, and boost agility with AI, automation, and cloud tech.
- [How Digital Transformation is Redefining Client Experience](https://www.crd.com/insights/2025/how-digital-transformation-is-redefining-client-experience/): Investors expect tech-enabled service. Digital transformation improves experience, reduces attrition, and grows AUM for advisors and investment managers.
- [Future-Proofing Investment Management: The Role of Digital Transformation in Compliance, ESG, and Beyond](https://www.crd.com/insights/2025/future-proofing-investment-management/): Modern compliance needs modern tools—digital transformation drives innovation and empowers firms to stay ahead of evolving regulatory demands.
- [From Control to Confidence: The New Era of Investment Data Strategy](https://www.crd.com/insights/2025/new-era-of-investment-data-strategy/): 10th Investment Data & Tech Summit: A decade of innovation where leaders discussed governance, agility, & transparency in leveraging data as a strategic asset.
- [Total Cost of Ownership Analysis: Enabling a Strategic Approach](https://www.crd.com/insights/2025/total-cost-of-ownership-analysis/): A strategic total cost of ownership (TCO) approach helps firms understand costs and benefits of operating models, enabling design aligned with growth goals.
- [Smartsourcing: Scaling with a Hybrid Approach](https://www.crd.com/insights/2025/smartsourcing-scaling-with-a-hybrid-approach/): Are those embracing smartsourcing more likely to achieve sustainable growth and outperform peers in the long term?
- [The Path to Direct Indexing in Canada](https://www.crd.com/insights/2025/path-to-direct-indexing-in-canada/): Tech advancements and industry changes in direct indexing have removed adoption barriers, lowered costs, and fostered broader adoption of these strategies.
- [Harnessing the Power of Innate Passion](https://www.crd.com/insights/2025/harnessing-the-power-of-innate-passion/): Rajesh Bodi speaks on cultivating adaptability, embracing continuous learning, deepening understanding through teaching, and pursuing networking opportunities.
- [Direct Indexing Implementation: Reimagining Processes](https://www.crd.com/insights/2025/direct-indexing-implementation-reimagining-processes/): Direct indexing (DI) as a portfolio personalization strategy continues to gain traction in the marketplace.
- [Investment and Superannuation: Meeting the Needs of Tomorrow’s Savers](https://www.crd.com/insights/investment-and-superannuation/): The next generation of savers have different expectations of investment firms and superannuation funds. The industry must explore how it can leverage data and tech to evolve and meet shifting client preferences.
- [Key Themes in Private Credit](https://www.crd.com/insights/2025/key-themes-in-private-credit/): Private credit is facing an inflection point. Key industry trends and headwinds are shaping this dynamic asset class and firms are seeking to diversify and gain exposure to private assets.
- [Effective Private Credit Pipeline and Deal Management](https://www.crd.com/insights/2025/private-credit-pipeline-deal-management/): Private credit is facing an inflection point. Key industry trends and headwinds are shaping this dynamic asset class and firms are seeking to diversify and gain exposure to private assets.
- [Speaking of Alpha: The Evolution of Superannuation Operating Models](https://www.crd.com/insights/evolution-of-superannuation-operating-models/): Delivering Member Outcomes at Scale: Frank Smietana in conversation with Peter Sherriff and Clayton Issitt. Our Speaking of Alpha series features insights and commentary from State Street Alpha® experts on data, operations, technology and services. Frank Smietana, our head of Thought Leadership, State Street Alpha, leads Peter Sherriff, director of Product Strategy, Asia Pacific, Charles
- [Speaking of Alpha: Smartsourcing - Creating Dynamic Operating Models](https://www.crd.com/insights/smartsourcing-creating-dynamic-operating-models/): A discussion on the evolution of smartsourcing, striking an optimal balance between internalized and outsourced capabilities, and how modern technology platforms can help investment firms scale and grow.
- [Achieving a New Standard in Data Quality with AI](https://www.crd.com/insights/achieving-data-quality-with-ai/): A discussion how State Street is harnessing AI to transform and improve data validation and quality for investment firms and asset owners.
- [Speaking of Alpha: Democratizing Data Access for Asset Owners and Investment Firms](https://www.crd.com/insights/democratizing-data-access/): Eliminating Silos and Harnessing Interoperability. By democratizing access to curated, role-appropriate data, institutional investors empower their employees and stakeholders to make timelier and more confident investment decisions, transform their operating models and deliver a superior client experience. However, many organizations suffer from decades of accumulated technology debt due to the proliferation of disparate point solutions
- [Speaking of Alpha: Enabling a Whole of Fund View for Canadian Pensions to Accelerate Data-driven Investment Insights](https://www.crd.com/insights/enabling-a-whole-of-fund-view-for-canadian-pensions/): Industry challenges and the role that State Street plays in providing pensions with timelier insights into their investments and associated risk exposures.​
- [Unlocking the Data Dividend: How Investment Firms Can Navigate Change and Innovation](https://www.crd.com/insights/unlocking-the-data-dividend/): How should firms leverage the power of innovation in such a fast-moving environment? We explored this challenge with fellow industry leaders and the possible routes to navigate this journey
- [“Rightsourcing” APAC Asset Owner Operating Models](https://www.crd.com/insights/rightsourcing-apac-asset-owner-operating-models): In a recent State Street Growth survey*, 63% of APAC asset owners interviewed confirmed they are consolidating the number of outsourcing partners they use.
- [Helping APAC Asset Owners Address Liquidity Challenges](https://www.crd.com/insights/helping-apac-asset-owners-address-liquidity-challenges): Learn about recent pandemic-driven liquidity issues and the tools that organizations are using to measure and manage this form of risk.
- [Speaking of Alpha: Leveraging Partnerships to Evolve your Data Architecture](https://www.crd.com/insights/leveraging-partnerships-to-evolve-your-data-architecture/): Our partnership between FactSet and provides clients with an integrated and co-engineered solution that delivers differentiated multi-asset data and analytics.
- [Seizing the T+1 Opportunity](https://www.crd.com/insights/seizing-the-tplus1-opportunity/): T+1 will impact activities across the trade process. With the right tools and solutions, managers can facilitate T+1 compliance across their workflows through tech and automation.
- [From Revolution to Evolution: Building the Next-gen Operating Model](https://www.crd.com/insights/from-revolution-to-evolution/): How a well-executed revolution can enable a sustainable and ongoing evolution of future operating models for asset owners and investment firms.
- [Speaking of Alpha: Helping Asset Allocators Become Data-Driven Organizations](https://www.crd.com/insights/helping-asset-allocators-become-data-driven-organizations): The ability to harness large volumes of data from multiple sources in a flexible and easily accessible manner creates new opportunities for forward-looking asset allocators.
- [Speaking of Alpha: Modernizing Investment Operations for Insurers](https://www.crd.com/insights/modernizing-investment-operations-for-insurers/): Challenges insurers face today and how our cross-disciplinary teams apply decades of expertise to help insurers transform their operating model and drive sustainable growth.
- [T+1 is Coming in 2024](https://www.crd.com/insights/tplus1-is-coming-in-2024/): Charles River has been preparing for the transition to T+1 and will provide post-trade processing and trade settlement workflows that will support firms.
- [Data for Investment Managers: Evolution or Revolution?](https://www.crd.com/insights/data-for-investment-managers-evolution-or-revolution/): The role of data and tech in investment management is evolving rapidly. How do businesses leverage such new advances efficiently and to maximum effect?
- [Speaking of Alpha: Helping Superannuation Funds Transition to a Total Portfolio Approach](https://www.crd.com/insights/helping-superannuation-funds-transition-to-a-total-portfolio-approach/): A discussion on what is driving the interest in TPA and the technological, cultural and regulatory aspects required to successfully implement a TPA program.
- [Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS](https://www.crd.com/insights/msci-fixed-income-models-in-charles-river-ims): How our partnership enables faster insights for fixed income portfolio managers and analysts by ensuring interoperability with a growing ecosystem.
- [Viewpoints: Improving Fixed Income Liquidity Access and Efficiency with LTX in Charles River](https://www.crd.com/insights/viewpoints-improving-fixed-income-liquidity-access-and-efficiency-with-ltx-in-charles-river/): Charles River’s open architecture and interoperability with liquidity venues streamlines fixed income trading, enabling clients to benefit from the latest innovations offered by these venues.
- [Delivering a High Quality User Experience to the Front Office: The Importance of Themes, and Why the Dark Matters](https://www.crd.com/insights/importance-of-themes-and-why-dark-matters): by Jay Hinton and Sean Jacobs Summary: While user interface (UI) color choices may seem arbitrary or tied to individual preferences, an emerging trend seems to reveal that color does matter for a number of cognitive and physiological reasons. The end result is an improved user experience (UX) for investment professionals working long hours under
- [Liquidity, Execution and Collaboration: Old Problems, New Solutions](https://www.crd.com/insights/liquidity-execution-and-collaboration-fixed-income-solution/): Charles River has worked with our buy-side fixed income clients and partners to address the significant challenges facing FILS delegates and their firms.
- [Moving from Electronification to Automation in Fixed Income Markets](https://www.crd.com/insights/electronification-to-automation-in-fixed-income-markets): Charles River Development has been an active participant in the annual Fixed Income Leaders Summit (FILS) since the inaugural event in 2014. The caliber of presentations, panel discussions, and networking opportunities ranks FILS as a key event for investment professionals, technology vendors and liquidity venues. In this series of Insights, we’ll discuss the latest developments
- [Rethinking the Middle Office: Solving Buy-side Challenges with Financial Technology](https://www.crd.com/insights/Middle-Office-Solving-Buyside-Challenges): Solving buy-side challenges with financial technology and how a unified front and middle office solution can help firms respond effectively.
- [The New OTC Challenge: Optimizing Collateral Management in the Front and Middle Office](https://www.crd.com/insights/the-new-otc-challenge): Collateralized OTC derivatives transactions help firms reduce credit risk when dealing with less capitalized counterparties, during periods of market shocks, and when holding long-dated positions. However, managing, monitoring and optimizing collateral places a significant operational burden on the middle office.
- [IBOR: Improving Buy-Side Decision Support with Position-Level Transparency](https://www.crd.com/insights/IBOR-Improving-Buy-Side-Decision-Support): Ensuring that firms are utilising consistent and high quality position data is essential to improving decision support, lowering operational risks and dealing with growing product complexity.
- [Creating Efficiencies and Reducing Operational Risk with an Investment Book of Record (IBOR)](https://www.crd.com/insights/Creating-Efficiencies-Reducing-Op-Risk-with-IBOR): An increasingly critical middle office function is delivering accurate and timely position data to the front office and ensuring redundancy with outsourced back-office services. This article discusses the operational, regulatory and competitive drivers for automated position management facilitated by IBOR.
- [UX Insights Article: The Grid is Dead. Long Live the Grid.](https://www.crd.com/insights/ux-the-grid-is-dead): by Jay Hinton and Sean Jacobs Look at any marketing material for a trading application, and you’ll quickly come to the conclusion that the trading applications of the future will have no grids—it will be all graphs, blinking lights and price tiles. At the same time, there’s a joke in the Order Management System (OMS)
- [Maintaining Business as Usual in the Most Unusual of Times](https://www.crd.com/insights/maintaining-business-as-usual-in-the-most-unusual-of-times): by Spiros Giannaros President, Charles River Development In the months since mass quarantines swept the globe, the topic of resilience has surfaced repeatedly in my daily conversations with customers. Portfolio management and trading has traditionally been a team-centered activity conducted on-premises; and while working from home is not new, operating fully in that mode for such
- [A Platform for Change, A Platform for Now](https://www.crd.com/insights/platform-for-change-platform-for-now): A Platform for Change, A Platform for Now: A celebration of International Women’s Day and a reflection on the Annual Conference for Women.
- [A Buy-Side Framework for Managing OTC Derivatives](https://www.crd.com/buy-side-framework-managing-otc-derivatives): Learn how several regulatory and structural drivers are affecting buy-side usage of OTC derivatives, leading to higher trading costs and a fundamental reshaping of technology infrastructure for managing derivatives. Charles River Development discusses those challenges and proposes a buy-side framework for managing the entire OTC trade lifecycle. READ ARTICLE Read all Insights Sign Up for
- [“Anecdata” - What Traders Know, and How to Make Trade Automation Intelligent](https://www.crd.com/insights/how-to-make-trade-automation-intelligent): CRD is helping traders to systematize their accumulated knowledge and leverage it to increase efficiency and improve execution quality.
- [Traders with Machines: Why Trade Automation is Cooperative Game Theory and not a Zero-Sum Game](https://www.crd.com/insights/traders-with-machines): We have launched a product development team focused on trade automation tasked with the goal of delivering the next generation of trading tools.
- [Simplifying Buy-Side Operations with SaaS](https://www.crd.com/insights/simplifying-buy-side-operations-saas/): Tom Driscoll on the benefits of combining software, data, infrastructure, the FIX Network and other services with Charles River’s SaaS-based deployment.
- [Improving Operations - Migrating to SaaS, Steps to Success](https://www.crd.com/insights-improving-operations-migrating-to-saas-steps-to-success/): Migrating to a SaaS-based deployment requires a detailed and rigorous process. Charles River has a proven process that minimizes operational risk.
- [Turning the DoL Fiduciary Rule into Opportunities for Wealth Managers](https://www.crd.com/insights-turning-the-dol-fiduciary-rule-into-opportunities-for-wealth-managers/): How the DoL Fiduciary Rule impacts U.S.-based Financial Advisers, Wire Houses and Registered Investment Advisors
- [Designing Smart Beta Portfolios (PART 1): Challenges and Considerations](https://www.crd.com/insights/designing-smart-beta-portfolios-challenges-and-considerations/): Increasingly popular Smart Beta products provide investment managers and asset owners with conveniently packaged exposure to a number of factors. Risk factors are granular attributes of one or more asset classes that explain risk and return.
- [MiFID II Transaction Reporting Challenges for the Buy-Side](https://www.crd.com/insights-MiFID_II_Transaction_Reporting_Challenges_for_the_Buy-Side): Charles River discusses the complexities of MiFID II transaction reporting requirements.
- [How an OEMS Bridges the Gap Between Traditional and Electronic Fixed Income Market Structure](https://www.crd.com/insights-tabb-forum-fixed-income-article/): An OEMS helps buy-side firms by centralizing connectivity to dealers and trading systems on a single desktop and providing critical trade decision support via a comprehensive database of trade, order and market history. View the TABB Forum Article < Order and Execution Management Sign Up for News
- [Building Smarter Portfolios with Factor Models](https://www.crd.com/insights-building-smarter-portfolios-with-factor-models/): Examining factor-based investment methods and challenges, and discuss how managers use Charles River to construct smart beta and risk parity portfolios.
- [How an OEMS Helps Buy-Side Firms Achieve Best Execution](https://www.crd.com/insights-how-an-oems-helps-buy-side-firms-achieve-best-execution/): Learn how an Order and Execution Management System (OEMS) can help traders better serve the needs of their fixed income clients by providing extensive execution analysis capabilities and ensure compliance with emerging regulatory requirements. View the TABB Forum Article Sign Up for News
- [TABB Forum Fixed Income 2017 - Liquidity, Price Transparency and Regulations](https://www.crd.com/insights-TABB_Forum_measuring-and-sourcing-fixed-income-liquidity-with-a-buy-side-oems/): CRD Discusses The Future of Fixed Income Market Structure, Liquidity, Price Transparency and Trading Analytics with TABB Forum’s Dayle Scher.
- [Understanding Mortgage Prepayment Models](https://www.crd.com/insights/Understanding-Mortgage-Prepayment-Models): U.S. agency residential mortgage-backed securities (RMBS) are the largest and most liquid securitized asset class in the world. Pooling thousands of individual mortgages into a standardized security lets investors easily gain exposure to this important asset class. View the PDF Sign Up for News
- [How Fund Look-through Improves Buy-side Risk Monitoring & Performance Evaluation](https://www.crd.com/insights/how-fund-look-through-improves-buy-side-risk-monitoring-and-performance-evaluation/): Asset managers and owners increasingly implement their investment strategy by buying funds from a number of providers. These funds can represent a significant portion of the firm’s portfolio, and complicate their ability to manage risk, measure performance and comply with global shareholder disclosure regulations.
- [Designing Smart Beta Portfolios (PART 2): The Role of Factor Models and Technology Considerations](https://www.crd.com/insights/designing-smart-beta-portfolios-the-role-of-factor-models-and-technology-considerations/): Charles River discusses Smart Beta products, focusing on the pivotal role of factor models in designing these innovative products, and technology considerations for firms managing Smart Beta portfolios.
- [Maximizing the Value of Multi-Leg Orders with an OEMS](https://www.crd.com/insights-maximizing-the-value-of-multi-leg-orders-with-an-oems/): A multi-asset Order and Execution Management System (OEMS) helps buy-side firms manage both single- and cross-asset complex order strategies.
- [Re-thinking Buy-Side Portfolio Decision Support](https://www.crd.com/insights-Re-thinking-Buy-Side-Portfolio-Decision-Support): Examine the drawbacks of traditional approaches and outlines improvements seen in the newest generation of decision support solutions plus an overview of key capabilities and differentiators.
- [An Execution Analysis Framework](https://www.crd.com/insights-an_execution_analysis_framework/): Buy-side firms seeking visibility into execution quality benefit from tools that make trade and quote data actionable directly from the OEMS.
- [Minimizing Performance Dispersion between Models and SMAs](https://www.crd.com/minimizing_performance_dispersion_between_models_and_smas): This Insight examines the causes of performance dispersion and how Charles River’s Wealth Management Solution helps asset managers and sponsors mitigate those risks.
- [Easing the e-Trading Transition](https://www.crd.com/insights-easing-e-trading-transition/): Shrinking liquidity and limited price transparency in global fixed income markets pose problems for credit desks.
- [Enhancing Portfolio Construction with Factor Models](https://www.crd.com/insights-enhancing-portfolio-decision-support-with-factor-models/): Factor models and factor-based investing are changing the way institutional investment managers construct portfolios and analyze risk. This Insight discusses how factor models enable better portfolio risk assessments and how they are implemented in Charles River’s Portfolio Analytics solution. In a future Insight, we’ll explore the growing adoption of factor-based funds and how factor models
- [Scaling SMAs to Improve Investment Performance](https://www.crd.com/insights-scaling_SMAs_to_improve_investment_performance): Charles River Wealth Management provides managers and sponsors with an effective platform for mitigating underperformance in Separately Managed Accounts.
- [Two Approaches to Stress Testing](https://www.crd.com/insights-risk_two-approaches-stress-testing_portfolios/): Stress tests are risk management tools widely used by both institutional investment managers and regulatory authorities.
- [Speaking of Alpha: Shaping the Future of Data Management](https://www.crd.com/insights/shaping-the-future-of-data-management): An effective data strategy and cloud-based data warehousing represents a shift for managers, accelerating time-to-insight and streamlining data management.
- [Australia’s Superannuation Funds Seek to Update their Operations](https://www.crd.com/insights/australias-superannuation-funds-seek-to-update-their-operations/): There is an increasing pressure on Australian super funds to ensure their operating models are fit-for-purpose in a rapidly changing retirement fund landscape.
- [Why Should Super Funds Strive for a ‘Whole-of-fund’ View?](https://www.crd.com/insights/why-should-super-funds-strive-for-a-whole-of-fund-view/): Superannuation funds will benefit if they can gain a comprehensive perspective on their assets and why the ‘whole-of-fund’ approach is gaining popularity across Australia.
- [Speaking of Alpha: Empowering Asset Managers through Data Driven Transformation](https://www.crd.com/insights/empowering-asset-managers-through-data-driven-transformation/): An effective data management strategy can help firms uncover new insights, better serve emerging requirements, and bring new products to market faster.
- [Valuing Interest Rate Swaps: The Importance of Dual Curve Stripping](https://www.crd.com/insights/valuing-interest-rate-swaps-the-importance-of-dual-curve-stripping/): An Interest Rate Swap (IRS) is a versatile and widely used derivative that helps firms manage interest rate exposures, reduce borrowing costs
- [How State Street Alpha’s Strategic Partnerships can Benefit your Business](https://www.crd.com/insights/state-street-alphas-strategic-partnerships): We partner with leading data, analytics, software and service providers to ensure your preferred providers are fully and seamlessly embedded into our platform.
- [Viewpoints: Advocating for Equity](https://www.crd.com/insights/viewpoints-advocating-for-equity/): Embrace Equity is the theme of International Women’s Day. Ruby Chiu discusses this through the lens of her fintech career and the launch the Professional Women’s Network at Charles River.
- [Viewpoints: Portfolio Customization in Wealth Management](https://www.crd.com/insights/viewpoints-portfolio-customization-in-wealth-management/): The Innovative Power of Tailored Portfolio Solutions: Demand for customized portfolios is growing and the industry has responded with increases in acquisitions & product offerings.
- [Speaking of Alpha: Positioning APAC Asset Owners for Growth](https://www.crd.com/insights/positioning-apac-asset-owners-for-growth): A conversation on the changing landscape for asset owners in the region, and how they’re looking to improve and scale their operating models.
- [FactSet and State Street Alpha: Maximizing the Value of Investment Data](https://www.crd.com/insights/factset-and-state-street-alpha): State Street Alpha has partnered with FactSet to give its clients access to a broad range of differentiated investment information.
- [Speaking of Alpha: A Holistic Approach to Managing Benchmark and Index Data](https://www.crd.com/insights/holistic-approach-to-managing-benchmark-and-index-data): Our strategic partnership with Rimes helps enhance our State Street Alpha Data Service with Rimes’ extensive array of global benchmarks and indexes.
- [What Is Scenario Analysis in Private Markets? (And Why Is It So Hard to Do?)](https://www.crd.com/insights/what-is-scenario-analysis-in-private-markets): Mercatus explains how their tech helps clients manage private assets more efficiently, streamline business processes and automate error-prone manual workflows.
- [Reimagining Buy-Side Data Management](https://www.crd.com/insights/reimagining-buy-side-data-management): State Street report reveals how cloud-based data management is giving firms a competitive advantage, reducing costs and driving innovation
- [Speaking of Alpha: Platforms, Ecosystems and Interoperability](https://www.crd.com/insights/platforms-ecosystems-and-interoperability): Read how State Street Alpha enables connectivity and interoperability with a vibrant ecosystem of third-party providers.
- [Holistic Data Management: How Asset Owners Can Turn Data into a Competitive Advantage](https://www.crd.com/insights/holistic-data-management): By Peter Sherriff, Director of Product Strategy, APAC. Asset owners across the globe are increasingly data driven. Whether evaluating external manager performance, analyzing market and economic scenarios, or designing new investment options for their members, accurate data is key to success. As a result, asset owners have begun to broaden their view of data management from
- [Sanctions Screening in APAC Capital Markets](https://www.crd.com/insights/sanctions-screening-in-apac-capital-markets): Delve into operational challenges associated with effective sanctions screening implementations and the processes required to manage and mitigate these risks.
- [Viewpoints: The Evolving Role of ESG for APAC Asset Owners](https://www.crd.com/insights/viewpoints-the-evolving-role-of-esg-for-apac-asset-owners): Managing Environmental, Social and Governance (ESG) goals and commitments is top of mind for pensions, insurance companies and sovereign wealth funds in APAC.
- [The Evolution of ESG from Funds to Custom Portfolios](https://www.crd.com/insights/the-evolution-of-esg): In this Insight, learn how ESG investing has seen explosive growth and how demand for ESG-customized investment products have set the stage for innovation.
- [Helping APAC Asset Owners Navigate Regulatory Change](https://www.crd.com/insights/helping-apac-asset-owners-navigate-regulatory-change): While the impressive growth of SWFs and pensions has historically served countries and beneficiaries well, APAC asset owners face a number of challenges.
- [Supporting ESG Investing for APAC Asset Owners](https://www.crd.com/insights/supporting-esg-investing): Developed and emerging markets are keen to adopt Environmental, Sustainable and Governance (ESG) investment practices.
- [The Future of Fixed Income is Adaptive](https://www.crd.com/insights/the-future-of-fixed-income-is-adaptive/): In our previous Insight covering the key themes at the 2019 Fixed Income Leaders Summit (FILS), we highlighted how electronic trading has grown in sophistication, and how trade automation is now a requirement for asset managers needing to construct, de-risk or rebalance complex institutional portfolios. Underpinning the trade automation evolution is the expanding ecosystem of
- [Direct Indexing: 2020’s Surge is Just the Beginning](https://www.crd.com/insights/direct-indexing-2020s-surge-is-just-the-beginning): Direct Indexing is an investing approach that creates a portfolio of individual securities designed to mimic the returns of an index.
- [Speaking of Alpha: Evolution of Outsourced Data Management](https://www.crd.com/insights/evolution-of-outsourced-data-management): The growing sophistication and complexity of institutional portfolios create new demands on in-house data management teams.
- [Two Approaches to Buy-Side Scenario Analysis](https://www.crd.com/insights/two-approaches-to-buy-side-scenario-analysis/): Buy-side firms increasingly offer a diverse set of funds and products to meet the risk appetites and investment objectives of their institutional clients. Multi-asset, long-only, and leveraged portfolios all have very different characteristics that require front and middle office technology solutions capable of supporting increasingly sophisticated risk management capabilities. Scenario analysis is an essential and
- [An EDM Reality Check for the Buy-Side](https://www.crd.com/insights-An-EDM-Reality-Check-for-the-Buy-Side): EDM underpins a firm’s ability to offer differentiated products, centralise firm-wide data, manage complex fixed income and derivative instruments, and maintain real-time visibility into risk factors and counterparty exposures.
- [Buy-Side Data: Getting it Right](https://www.crd.com/insights/data-management-buy-side-data-getting-it-right/): Data management and provisioning are two of the biggest challenges facing buy-side firms.
- [Building Trust in Trade Automation](https://www.crd.com/insights/building-trust-in-trade-automation): by Kyle Pedrotty and Jay Hinton. Trade automation is the topic we get asked about most often lately. Firms want to know how we can help them address the fact that they have fewer traders handling more orders. But when we speak with traders, we hear their desire to increase automation—up to a point. Almost
- [How Asset Manager M&A Impacts FX Trading Technology Choices, Part 2](https://www.crd.com/insights/how-asset-manager-ma-impacts-fx-trading-technology-choices-part-2): This article discusses trade execution, as it relates to asset classes, regions, and finally, execution methods and relationships.
- [How Asset Manager M&A Impacts FX Trading Technology Choices, Part 1](https://www.crd.com/insights/how-asset-manager-ma-impacts-fx-trading-technology-choices-part-1): Read about FX trade execution considerations for buy-side firms rationalizing different technology stacks and work flows post-merger.
- [The Evolving Fixed Income Trading Landscape: Leveraging Connectivity, Interoperability and Automation](https://www.crd.com/insights/evolving-fixed-income-trading-landscape): Charles River shares thoughts on where we see the future of fixed income trading for buy-side firms evolving, and the role of tech vendors in this environment.

## Pages

- [Charles River Investment Management Solution](https://www.crd.com/): Investment and wealth managers, asset owners and insurers rely on Charles River IMS for their cloud-based front office technology.
- [Wealth Management Solution](https://www.crd.com/solutions/charles-river-wealth-management-solution/): The trusted global wealth platform that enables enterprise wealth managers to consolidate across programs and solve for scale, complexity, growth & innovation.
- [Talk to Our Wealth Team](https://www.crd.com/solutions/charles-river-wealth-management-solution/talk-to-our-wealth-team/): Talk to Our Wealth Team | Charles River Wealth Platform Growth shouldn’t require more complexity. As wealth firms grow, disconnected systems and workflows can make it harder to scale portfolios, operations, and the advisor experience. Talk to our wealth team about your priorities and explore how Charles River Wealth can help you: ☑ Centralize all
- [About Charles River](https://www.crd.com/company/about-us/): Investment, wealth and alternative managers, asset owners and insurers rely on Charles River IMS to manage Trillion in assets.
- [Charles River Cloud Services](https://www.crd.com/services/cloud): Charles River combines next-generation technology with services to provide a foundation for innovation through an open architecture, cloud-native platform.
- [Asset Owners](https://www.crd.com/markets/asset-owners): Charles River IMS helps pensions & official institutions monitor risk & compliance, make informed investment decisions, & efficiently manage LDI strategies.
- [Insights](https://www.crd.com/insights/): Explore thought leadership and industry insights on investment management, wealth management, private markets, technology and evolving market trends.
- [Video - AI Levels the Playing Field in Fixed Income Trading](https://www.crd.com/news/video-library/ai-levels-the-playing-field-in-fixed-income-trading/): Explore how AI is transforming fixed income trading through greater efficiency, smarter execution and broader access to market opportunities.
- [Events and Webinars](https://www.crd.com/news/events/): Stay ahead with Charles River’s Explore & Learn webinars, client events, and key industry tradeshows.
- [Video - The Wealth Revolution](https://www.crd.com/news/video-library/the-wealth-revolution/): Explore a more complete wealth management platform combining advisory technology, custody, clearing, and investment solutions.
- [Global Offices](https://www.crd.com/company/offices/): Headquartered in Burlington, Massachusetts, with offices in Beijing, Hong Kong, Indianapolis, London, Melbourne, New York, Toronto, Singapore and Tokyo.
- [Educational Services & Training](https://www.crd.com/services/educational-services/): Charles River’s Educational Services group offers courses in person or online that helps enable clients to develop in-house expertise.
- [TSAM - Investment Management Solution](https://www.crd.com/news/events/tsam/): Meet with our team and discover how connected investment technology, data, and services can help firms scale with confidence.
- [Video - Accelerating Your ETF Growth Agenda](https://www.crd.com/news/video-library/accelerating-your-etf-growth-agenda/): State Street and Charles River discuss how their partnership streamlines the ETF lifecycle and supports scalable growth for leading asset managers.
- [Video - Key Trends in Wealth: Growth, Efficiency, and Innovation](https://www.crd.com/news/video-library/key-trends-in-wealth-growth-efficiency-and-innovation/): Key wealth trends and how Charles River’s flexible platform supports growth across asset classes and jurisdictions.
- [Charles River IMS - Investment Management Solution](https://www.crd.com/solutions/charles-river-ims/): Charles River Investment Management Solution: Front-to-back office, public and private markets, all asset classes on one enterprise platform.
- [Wealth Hub](https://www.crd.com/solutions/charles-river-wealth-hub/): Streamline your managed accounts operations and communications and enhance distribution efforts with the cloud-based Charles River Wealth Hub.
- [ETFs on Charles River IMS](https://www.crd.com/solutions/etfs-on-the-charles-river-ims/): Explore ETF trends, market insights, and strategies to scale ETF operations, with investment management solutions from Charles River.
- [IBOR - Cash and Position Management](https://www.crd.com/solutions/charles-river-ibor/): Analyze cash and positions when and how you want to drive investment decisions with a global, multi-asset view in real time.
- [Video - The Evolving Middle Office](https://www.crd.com/news/video-library/the-evolving-middle-office/): Explore how accelerated settlement, data demands and AI are reshaping the middle office, and how next-gen platforms support global investment firms.
- [Video - Creating Lasting Client Partnerships](https://www.crd.com/news/video-library/creating-lasting-client-partnerships/): Explore how strong client partnerships drive growth, accelerate product launches, and deliver a consistent experience across global firms.
- [Charles River Post Trade](https://www.crd.com/solutions/post-trade/): Post-Trade Processing & Settlement Process trades accurately in near real-time Automate post-trade matching and settlement on a front to back platform that effortlessly connects to venues. Inquire about a Demo Download our Brochure Watch our Webinar Eliminate trade breaks and settlement risk Manual workflows and venue connectivity are operational liabilities for high volume, multi-asset operations.
- [Client Successes](https://www.crd.com/news/testimonials/): Client success stories on improved decision support, monitoring & managing risk, growing & retaining assets, compliance, simplifying operations.
- [Charles River for Private Markets](https://www.crd.com/solutions/private-markets/): Scale private markets with precision, confidence, and control. Transform them into a transparent, intelligent, fully integrated part of your portfolio.
- [Video - T. Rowe Price and Charles River: Partnering for Success](https://www.crd.com/news/video-library/trowe-price-and-charles-river-partnering-for-success/): See how T. Rowe Price leverages our strategic partnership to modernize investment operations, accelerate innovation, and support long-term growth.
- [Investment Accounting](https://www.crd.com/solutions/investment-accounting/): Align front, middle, and back office with real-time investment accounting. Reduce risk, scale growth, and unify data across the full investment lifecycle.
- [Order and Execution Management System](https://www.crd.com/solutions/charles-river-trader): Traders at leading investment managers trust Charles River’s Order and Execution Management System (OEMS) to manage global multi-asset trading desks and achieve best execution.
- [Awards](https://www.crd.com/company/awards/): Leading organizations, industry publications and buy-side readers worldwide continually recognize Charles River as a prominent investment management solution provider.
- [Portfolio Management for Wealth](https://www.crd.com/solutions/wealth-portfolio-management/): Global wealth firms need to scale, innovate, and deliver portfolios efficiently. Keep pace with Charles River’s unified portfolio management solution.
- [Knowledge Library](https://www.crd.com/news/video-library/): Explore the Charles River Knowledge Library with expert perspectives, educational content, and conversations on today’s investment landscape.
- [Leadership Team](https://www.crd.com/company/management/): Investment firms, asset owners, wealth managers rely on Charles River’s front and middle office investment management platform.
- [Total Portfolio View](https://www.crd.com/solutions/total-portfolio-view/): Total Portfolio View - Empowering Investment Managers and Asset Owners with Charles River IMS. One Platform, One View of your Portfolio across Public and Private Markets.
- [Enterprise Data Management (EDM)](https://www.crd.com/solutions/enterprise-data-management-edm/): Enterprise Data Management (EDM) enables domain-agnostic investment data sourcing and mastering, curation, validation, gold-copy creation, lineage and delivery.
- [Wealth Management Trends: Personalization Meets Portfolio Complexity](https://www.crd.com/news/video-library/wealth-management-trends-personalization-meets-portfolio-complexity/): As demand for personalized portfolios grows, so does complexity. Matt Harris of Alpha FMC shares insights on implementing tailored portfolios.
- [Podcast Library](https://www.crd.com/news/podcast-library/): Charles River podcast library featuring industry interviews and discussions on data management.
- [Institutional Investment Managers](https://www.crd.com/markets/institutional-asset-management/): Charles River IMS provides firms with the flexibility to respond quickly to investment opportunities and risks, bring products to market faster, and better serve their clients.
- [State Street Alpha](https://www.crd.com/solutions/alpha/): By supercharging investment operations, State Street Alpha enables investment and wealth firms to outpace the competition and excel in a new age of financial investing.
- [Portfolio Management and Risk Analytics](https://www.crd.com/solutions/portfolio-management): Agile portfolio management at scale. Drive efficiency and scale by combining modern investment workflows and fit-for-purpose solutions in real-time.
- [Charles River Data Platform](https://www.crd.com/solutions/data): We help investment firms move faster with better data. Make decisions with confidence on our cloud-based data platform that delivers quality investment data when and how it’s needed.
- [Compliance Services](https://www.crd.com/services/compliance-services/): Charles River technology with compliance services, including Compliance Rule Advisory, Global Shareholder Disclosure Service (GSDS) and the Compliance LawCard Solution.
- [Compliance and Regulatory](https://www.crd.com/solutions/compliance/): Stay compliant at scale with Charles River Compliance. Protect revenue and reputation by meeting legal and fiduciary obligations during the investment process.
- [Charles River Everywhere](https://www.crd.com/solutions/charles-river-everywhere): Easy deployment and on the go access to portfolio, trade, compliance and post trade information via web-browsers, iPads and Android-devices.
- [Tailored Portfolio Solutions (TPS)](https://www.crd.com/solutions/tailored-portfolio-solutions): Portfolio Personalization at Scale. Build portfolios tailored to investors’ objectives for thousands of accounts.
- [Wealth Managers and Advisors](https://www.crd.com/markets/wealth-management/): Charles River Wealth Management Solution - Designed to meet the diverse needs of wealth management firms, professionals, & wealth programs across the industry.
- [Press Releases](https://www.crd.com/news/press-releases): Read the latest news and press about Charles River Development products, clients, and partners.
- [Mariner Pairs with State Street to Scale Operations and Support Growth to 5,000 Advisors via Charles River’s Wealth Platform](https://www.crd.com/press-releases/2026/mariner-pairs-with-charles-rivers-wealth-platform/): Mariner will implement Charles River’s Wealth Management Solution to streamline its operations and support its long-term growth strategy.
- [Contact Us](https://www.crd.com/contact-us/): Contact Charles River Development to discover how our Investment Management Solution (IMS) enables sound and efficient investing across all asset classes.
- [Terms and Conditions](https://www.crd.com/terms-and-conditions/): Terms and Conditions for use of this web site.
- [Charles River Wealth to Expand Capabilities Supporting Private Assets within Unified Managed Accounts (UMA)](https://www.crd.com/press-releases/2026/charles-river-wealth-to-expand-capabilities-uma/): Charles River plans to expand its existing support of private market assets within the unified managed accounts (UMA) capabilities offered through Charles River IMS.
- [Press Releases 2025](https://www.crd.com/news/press-releases/2025/): Charles River News and Press Releases for 2025.
- [State Street Alpha Strategic Partners](https://www.crd.com/company/partners/alpha): State Street Alpha strategic partners enable our clients to access leading data, analytics, software and service providers directly from within the platform.
- [Video - Navigating Private Markets in Wealth Management](https://www.crd.com/news/video-library/navigating-private-markets-in-wealth-management/): Explore challenges and solutions in private asset implementation, Charles River’s capabilities, and future trends in wealth management.
- [T. Rowe Price Transitions to Charles River’s Enterprise Multi-Asset Investment Management Platform](https://www.crd.com/press-releases/2025/t-rowe-price-transitions-to-charles-rivers/): Charles River announced the expansion of its relationship with T. Rowe Price through the migration to the SaaS-deployed Charles River IMS.
- [Video - Partnering for the future: Ninety One and State Street Alpha](https://www.crd.com/news/video-library/ninety-one-and-state-street-alpha/): Ninety One’s evolution as a global multi-asset manager, its long-standing partnership and what lies ahead as it transforms its operating model.
- [Video - Managing Multi-asset Portfolios in Charles River IMS](https://www.crd.com/news/video-library/managing-multi-asset-portfolios-in-charles-river-ims/): Modern technology powers multi-asset investing across public and private markets, enabling data management, collaboration, and scalable ecosystems.
- [Wealth Management - MMI](https://www.crd.com/wealth-management/mmi): The Charles River Wealth Management Solution: One Platform Supports all Business Lines, Asset Classes.
- [Fixed Income Leaders Summit](https://www.crd.com/solutions/charles-river-trader/fils): Thank you for joining our Charles River experts at the premier buy-side event and diving into the future of trading!
- [Video - Enabling Success: Innovation & Partnership](https://www.crd.com/news/video-library/enabling-success-innovation-partnership/): Our latest global data survey shows GenAI is having the biggest impact in the front office, with strong productivity gains and more to come.
- [Video - Redefining Institutional Investing with Alpha](https://www.crd.com/news/video-library/redefining-institutional-investing/): With Alpha at the center of your investment operations, firms are empowered to drive growth, maximize potential and uncover new opportunities in every market.
- [State Street Announces Enterprise Performance is Now Live](https://www.crd.com/press-releases/2025/state-street-announces-enterprise-performance-is-now-live/): State Street debuts cloud-native Enterprise Performance with Opturo for Charles River IMS and Alpha, boosting scalability and data integration.
- [Video - The Wave: Highlights for OMS/EMS Advances](https://www.crd.com/news/video-library/highlights-for-oms-ems-advances/): As automation evolves, it’s transforming the buyside OMS/EMS space—broadening electronification and enhancing PM-trader communication.
- [Careers at Charles River](https://www.crd.com/company/careers/): Innovate the future of investment technology solutions. Help drive what we believe is the future of financial services.
- [Private Credit & Valuations Webinar](https://www.crd.com/news/video-library/private-credit-valuations-webinar): This asset class is experiencing a kind of “tale of two outlooks” and our upcoming webinar Private Credit & Valuations will help you cut through the noise
- [Social Media](https://www.crd.com/social/): Follow Charles River on LinkedIn, Twitter, YouTube, Facebook and Instagram to stay up to date on the latest news, Insights articles and events.
- [Private Credit](https://www.crd.com/solutions/private-markets/private-credit): Charles River for Private Markets consolidates and normalizes investment data into a single platform for private credit investors.
- [Video - Navigating the Dynamic Wealth Management Industry](https://www.crd.com/news/video-library/navigating-dynamic-wealth-management-industry/): Shifting trends and dynamic changes are shaping today's wealth management industry. Hear from our Wealth experts on how Charles River is supporting this.
- [Global Presence](https://www.crd.com/worldwide): About Charles River global presence serving investment firms in North America, EMEA, Asia-Pacific and Latin America.
- [Press Releases 2024](https://www.crd.com/news/press-releases/2024/): Charles River News and Press Releases for 2024.
- [Partner Ecosystem](https://www.crd.com/company/partners/): Our partner ecosystem enables clients to seamlessly access external data and analytics, apps and liquidity venues that support your demands.
- [Video - How State Street Uses Snowflake And Azure](https://www.crd.com/news/video-library/how-state-street-uses-snowflake-and-azure/): Discover how State Street leverages Snowflake and Azure to transform financial data management and drive client success enabling secure, scalable, and efficient data management.
- [Charles River News & Updates](https://www.crd.com/news/charles-river-news-updates/): Charles River Development's events, product news, and information for our clients, prospects, and partners.
- [News Test Page](https://www.crd.com/news-test-page): November 2024Charles River® News & Updates NEWS & PRODUCT WEBINARS & REPLAYS CRD ACADEMY November 2024Charles River® News & Updates Spotlight: Client Connect​ We are thrilled to host our next in-person Client Connect events in Boston on November 19 and in London on December 4. Hear from Charles River executives, product experts, and your industry
- [Video - Creating Dynamic Operating Models with Smartsourcing](https://www.crd.com/news/video-library/operating-models-smartsourcing/): Finding the right partner is crucial to help ensure readiness. We’re well-positioned to support your shift to T+1 by offering a range of advanced services.
- [State Street Alpha® for Private Markets](https://www.crd.com/solutions/alpha-private-markets): State Street Alpha helps investment firms and asset owners meet the unique challenges presented by private assets.
- [Video - Charles River Alpha Data Platform](https://www.crd.com/news/video-library/alpha-data-platform): Learn how the State Street Alpha(SM) Data Platform, powered by Snowflake, speeds time to insight for investment managers and asset owners.
- [Video - Charles River Tailored Portfolio Solutions](https://www.crd.com/news/video-library/tailored-portfolio-solutions): Charles River’s Tailored Portfolio Solutions enables wealth and asset management firms to offer high-value portfolio customization at scale.
- [Video - Charles River Wealth Hub](https://www.crd.com/news/video-library/charles-river-wealth-hub-video): < Video Library Streamlining Wealth Manager and Sponsor Communications with Charles River Wealth Hub By automating and consolidating communications with multiple sponsors, the Charles River Wealth Hub helps wealth managers reduce operating costs and errors, improve communications and support increased use of models. Learn more about the Charles River Wealth Hub. Discover the benefits of
- [Charles River Selected to Manage Australian Ethical’s Front Office Operations](https://www.crd.com/press-releases/2024/charles-river-selected-to-manage-australian-ethicals-front-office-operations/): Australian Ethical Investment has selected the Charles River IMS to automate its front and middle office processes for its entire investment portfolio.
- [Charles River Tailored Portfolio Solutions](https://www.crd.com/tailored-portfolio-solutions/): Capture the personalization opportunity with next-gen technology. Our flexible, efficient technology solution and embedded portfolio optimizer takes that opportunity to the next level.
- [Operadora de Fondos Banorte Adopts Charles River’s Cloud-Based Platform](https://www.crd.com/press-releases/2024/operadora-de-fondos-banorte-adopts-charles-rivers-cloud-based-platform/): Charles River announced that Operadora de Fondos Banorte, one of Mexico’s largest mutual fund companies, is now live on cloud-based Charles River IMS.
- [Charles River and Octaura Launch Two-Way Interface for Simplified Syndicated Loan Trading](https://www.crd.com/press-releases/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 which allows customers to streamline their syndicated loan trading workflowsy.
- [Charles River Appoints Vin Bhat as New Head of Asia-Pacific](https://www.crd.com/press-releases/2024/vin-bhat-new-head-of-asia-pacific/): Charles River has appointed Vin Bhat as Head of APAC, where he will be responsible for all business oversight within the region and collaboration with State Street Alpha.
- [Perpetual appoints State Street’s Charles River to Manage Front Office Operations](https://www.crd.com/press-releases/2024/perpetual-appoints-state-streets-charles-river-to-manage-front-office-operations/): Charles River announced that it has been appointed by Perpetual Group to manage its front office operations for its Australian asset management business.
- [Charles River Appoints Nidhi Singh as Chief Product Officer](https://www.crd.com/news/press-releases/2022/charles-river-appoints-nidhi-singh-as-chief-product-officer/): In this newly created role at CRD, Nidhi Singh as Chief Product Officer, will provide leadership to our technical product strategy and product marketing.
- [Charles River Awarded Best Fixed Income EMS/OMS Provider](https://www.crd.com/news/press-releases/2019/charles-river-awarded-best-fixed-income-ems-oms-provider): Charles River Investment Management Solution was awarded “Best EMS/OMS Provider – Fixed Income” by Fund Intelligence Operations and Services Awards 2019.
- [State Street Company Charles River Development and Axioma Announce Partnership](https://www.crd.com/news/press-releases/2019/state-street-company-charles-river-and-axioma-announce-partnership/): Charles River & Axioma, provider of enterprise risk management, portfolio management and regulatory reporting solutions, formalized a strategic partnership.
- [FX](https://www.crd.com/fx): Charles River IMS provides institutional capabilities for managing FX exposures, including portfolio and risk analytics, order and execution management, and post-trade processing.
- [Multi-Asset](https://www.crd.com/multi-asset): Firms can support multi-asset strategies on Charles River IMS, including absolute return, balanced & target date funds, risk parity and smart beta products.
- [Fixed Income](https://www.crd.com/fixedincome-assets/): The Charles River IMS combines all of the capabilities needed to manage institutional fixed income portfolios, from portfolio construction and risk analysis to trading, position management and post trade processing.
- [Equities](https://www.crd.com/equities): Charles River IMS supports the equity investment process, from portfolio construction and risk analysis to position management and post-trade processing.
- [Adopting Artificial Intelligence](https://www.crd.com/news/video-library/adopting-ai): Hear from experts about implementing Artificial intelligence (AI) tools, the importance of a strong data foundation, how to leverage AI to unlock insights.
- [Implementation & Consulting](https://www.crd.com/services/implementation-consulting/): Methodology and expertise maximize user satisfaction/value; approach standardizes workflows, directly connects interfaces/data to consolidate systems.
- [Press Releases 2022](https://www.crd.com/news/press-releases/2022/): Charles River News and Press Releases for 2022
- [Press Releases 2023](https://www.crd.com/news/press-releases/2023/): Charles River News and Press Releases for 2023.
- [2024 Private Markets Outlook: From headwinds to tailwinds](https://www.crd.com/news/podcast-library/2024-private-markets-outlook-from-headwinds-to-tailwinds): In this podcast we discuss the future of private markets based on State Streets' latest survey of 480 institutional investors across all segments.
- [Video - Making Preparations Ahead of North America’s Shift to T+1](https://www.crd.com/news/video-library/making-preparations-ahead-of-north-americas-shift-to-t1/): The TRADE speaks to Charles River about client readiness for the shift to T+1, the value of artificial intelligence for the buy-side trading desk.
- [Video - The T+1 Growth Opportunity](https://www.crd.com/news/video-library/the-tplus1-growth-opportunity/): Finding the right partner is crucial to help ensure readiness. We’re well-positioned to support your shift to T+1 by offering a range of advanced services.
- [Operating Model Design in Private Markets Investments](https://www.crd.com/news/video-library/operating-model-design-in-private-markets-investments): A discussion on operating model design in Private Markets and insights on the ways in which investment firms are transforming to meet stakeholder demands.
- [Portfolio Monitoring for Private Markets](https://www.crd.com/solutions/private-markets/portfolio-monitoring): Mitigate risk and save time by consolidating and normalizing investment data across with Charles River for Private Markets Portfolio Monitoring
- [T. Rowe Price Expands Use of Cloud-Based Charles River IMS](https://www.crd.com/press-releases/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 and will utilize Charles River IMS for portfolio management, trading, and compliance and the Alpha Data Platform for data management and services.
- [Navigating Public to Private Investment Data Strategy](https://www.crd.com/news/podcast-library/navigating-public-to-private-investment-data-strategy): Ben Shim discusses how to combat the challenges investors navigate while forming a public-to-private investment data strategy.
- [Public to Private Asset Management](https://www.crd.com/public-to-private): Enhancing the customer experience with one platform, one view of all fund data from both public and private markets.
- [Private Assets](https://www.crd.com/private-assets): Charles River’s private assets solution enables firms to aggregate private market data from disparate sources and manage valuations and scenarios at scale.
- [Private & Alternative Markets](https://www.crd.com/markets/private-alternative-markets): Charles River’s private assets solution enables firms to aggregate private market data from disparate sources and manage valuations and scenarios at scale.
- [Post Trade Processing & Settlement](https://www.crd.com/solutions/post-trade-processing-settlement/): Charles River IMS helps reduce clearing-related risk by automating the process and providing centralized confirmation, trade matching, & settlement instruction workflows.
- [The Digital Transformation in Public & Private Markets](https://www.crd.com/news/podcast-library/the-digital-transformation-in-public-private-markets): Nidhi Singh and Jason Adams join together to discuss the digital transformation happening for investors in both public and private markets.
- [Scaling Private Credit: Navigating People, Technology, and Data](https://www.crd.com/news/podcast-library/scaling-private-credit-navigating-people-technology-and-data): In this episode Data Disruption, Kali Jakobi Long explores the evolving landscape of private credit with expert James Jefski of State Street
- [Unlocking the Power of AI in Private Markets: Challenges and Benefits](https://www.crd.com/news/podcast-library/unlocking-the-power-of-ai-in-private-markets-challenges-and-benefits): Dive into the world of data disruption as we explore how artificial intelligence is transforming the private markets.
- [Lessons Learned from Bank Failures](https://www.crd.com/news/podcast-library/lessons-learned-from-bank-failures): Join Tim Buchner & Paul Fleming as they discuss the importance of risk management, the fragile nature of trust, and the importance of diversification in light of recent bank collapses.
- [Unleashing the Power of Technology: Strategies for Smooth Implementation](https://www.crd.com/news/podcast-library/unleashing-the-power-of-technology-strategies-for-smooth-implementation): Join Kali Jakobi and John Coleman, Product Owner of Global Private Equity Deal Valuation Technology at The Carlyle Group, to discuss the impact poor data technology implementation can have on your firm and best practices to avoid common pitfalls.
- [The Future of Private Markets](https://www.crd.com/news/podcast-library/the-future-of-private-markets): Join James Redgrave, VP of Thought Leadership & Editorial at State Street as we discuss the future of private markets based on State Streets' latest survey of more than 500 global private market asset managers and owners across all segments.
- [Tokenization in Private Markets](https://www.crd.com/news/podcast-library/tokenization-in-private-markets): Join Kali Jakobi & Jay Biancamano, Head of Tokenization and Digital Funds at State Street Digital, as they discuss the current and future state of tokenization in the private markets.
- [Scenario Analysis Misconceptions](https://www.crd.com/news/podcast-library/scenario-analysis-misconceptions): Tom Vogt talks through the analogy, along with misconceptions, solutions, and best practices investors need to know before they can scale in private markets.
- [Asset and ESG Management for Private Markets](https://www.crd.com/solutions/private-markets/asset-esg-management): Charles River IMS is a front and middle office platform, offering portfolio and risk management, trading and post-trade, with full trade lifecycle compliance.
- [Valuation and Scenario Management for Private Markets](https://www.crd.com/solutions/private-markets/valuation-scenario-management): With Charles River for Private Markets, investors can connect their Excel spreadsheets and run valuations at scale.
- [Deal Management for Private Markets](https://www.crd.com/solutions/private-markets/deal-management): Charles River IMS is a front and middle office platform, offering portfolio and risk management, trading and post-trade, with full trade lifecycle compliance.
- [News and Insights Sign-Up](https://www.crd.com/insights/sign-up): Sign-Up Receive News & Updates from Charles River View On-Demand Webinar Replays Read the Latest Charles River Newsletter Want to receive CRD News & Updates? Sign up to receive News and Event Updates from Charles River. Want to know about upcoming Webinars? Sign up to receive Webinar Invites from Charles River.
- [Insurers](https://www.crd.com/markets/insurers): Insurers Learn More The Charles River Investment Management Solution (Charles River IMS) helps insurers monitor risk and compliance, make more informed investment decisions, and efficiently manage liability driven investment (LDI) strategies. Look-through capabilities and streamlined allocation processes support complex fund and account structures. Extensive support for all asset classes and derivative-based yield enhancement strategies helps
- [Video - Introducing CRD Academy](https://www.crd.com/news/video-library/introducing-crd-academy/): Discover CRD Academy, our online learning platform where Charles River clients can access both virtual instructor-led and self-paced training.
- [Charles River and S&P Global Market Intelligence Announce Collaboration to Streamline Primary Issuance in Charles River IMS](https://www.crd.com/press-releases/2023/charles-river-and-sp-global-market-intelligence-announce-collaboration-to-streamline-primary-issuance/): Charles River and S&P Global Market Intelligence collaborate to streamline primary issuance that will enable firms to automate and streamline workflows in Charles River Charles River IMS.
- [Algo Pack Updates Form](https://www.crd.com/assets/form_algo): Charles River Development clients can fill in this form to receive email updates when new or updated Algo packs are available.
- [Video - Evolution of the Charles River and Qontigo Partnership](https://www.crd.com/news/video-library/evolution-of-the-charles-river-and-qontigo-partnership/): The Charles River and Qontigo partnership has provided firms with actionable performance and risk analytics across the investment lifecycle.
- [Thailand’s Government Pension Fund selects Charles River for Managing their Front Office Operations](https://www.crd.com/press-releases/2023/thailands-government-pension-fund-selects-charles-river): Charles River announced that Thailand’s Government Pension Fund (GPF) has selected Charles River IMS to modernise their front office operations.
- [State Street Alpha for ETF Issuers](https://www.crd.com/news/video-library/state-street-alpha-for-etf-issuers/): State Street Alpha now supports the entire ETF (exchange traded funds) lifecycle with front, middle and back-office capabilities.
- [ステート・ストリートAlpha®](https://www.crd.com/worldwide/apac/japanese/alpha/): ステート・ストリートAlphaは、業界初の単一プロバイダー、機関投資家、ウェルス・マネジメント機関向けフロント・バックオフィス資産管理プラットフォームです。
- [Rathbone Funds Now Live on Charles River IMS and State Street Alpha Data Platform](https://www.crd.com/press-releases/2023/rathbone-funds-now-live-on-charles-river-ims-and-state-street-alpha-data-platform/): Charles River announced that Rathbone Funds is live on the cloud-based Charles River IMS and the State Street Alpha Data Platform.
- [Video - Helping Fixed Income Traders Keep Pace with Rapidly Changing Markets](https://www.crd.com/news/video-library/helping-fixed-income-traders-keep-pace-with-rapidly-changing-markets/): Our order & execution management (OEMS) platform helps traders meet rapidly changing demands for best execution, trade automation and portfolio trading.
- [Video - Why Your Clients Are Asking About Direct Indexing](https://www.crd.com/news/video-library/why-your-clients-are-asking-about-direct-indexing/): Charles River’s Head of Wealth, Randy Bullard, spoke on direct indexing at the recent ETF Exchange conference.
- [Video - State Street Alpha & Rimes: Enhancing Index and Benchmark Data](https://www.crd.com/news/video-library/state-street-alpha-rimes-enhancing-benchmark-and-index-data/): Our strategic State Street Alpha partnership with Rimes provides institutional investors with a broad range of curated benchmark and index data.
- [Transaction Cost Analysis - Understanding Trade Execution Impact](https://www.crd.com/transaction-cost-analysis): How the Charles River IMS provides transaction cost analysis (TCA) to let investment managers determine the effectiveness of portfolio transactions.
- [Video - Partners Trade Informatics](https://www.crd.com/news/video-library/partners-trade-informatics/): Learn how Charles River clients benefit from Trade Informatics embedded Transaction Cost Analysis functionality
- [Charles River Previews Future Vision with State Street to Clients](https://www.crd.com/news/press-releases/2018/Charles-River-Previews-Future-Vision-with-State-Street): Chief Executive Officer addresses global asset management audience at EMEA Regional Client Conference in London.
- [Charles River IMS Wins Best Buy-Side Order Management System (OMS) at the Buy-Side Technology Awards 2018](https://www.crd.com/news/press-releases/2018/Charles-River-IMS-Best-BuySide-OMS-Technology-Awards): Charles River IMS leverages the capabilities of an OMS and an EMS, creating a single integrated Order and Execution Management System (OEMS).
- [Charles River Development to be acquired by State Street Corporation](https://www.crd.com/news/press-releases/2018/charles-river-development-to-be-acquired-by-state-street-corporation/): Charles River Development, provider of the Charles River Investment Management Solution (Charles River IMS), announced today a definitive agreement to be acquired by State Street Corporation (NYSE: STT). The acquisition, which is subject to regulatory approvals and customary closing conditions, is expected to be completed in the fourth quarter of 2018.
- [Thailand’s Krungsri Asset Management Enhances Capabilities with Charles River IMS](https://www.crd.com/news/press-releases/2018/thailands-krungsri-asset-management-enhances-capabilities-with-charles-river-IMS/): Krungsri is live with enhanced portfolio management capabilities across all asset classes on the Charles River Investment Management Solution.
- [Charles River and AcadiaSoft form Business Alliance to expand STP support in the Charles River IMS](https://www.crd.com/news/press-releases/2019/Charles-River-and-AcadiaSoft-form-Business-Alliance): Charles River and AcadiaSoft to automate communication of margin calls & collateral estimates between counterparties for OTC & exchange-traded derivatives.
- [Charles River and Liquidnet Expand Multi-Asset Capabilities within the Charles River IMS](https://www.crd.com/news/press-releases/2019/Charles-River-and-Liquidnet-Expand-Multi-Asset-Capabilities): Charles River and Liquidnet have expanded their partnership, enabling fixed income and enhancing equity trade blotter sweep capabilities.
- [Charles River Development Announces Founding Members of the Charles River Development Client Advisory Board](https://www.crd.com/news/press-releases/2019/Charles-River-Client-Advisory-Board): 16 investment management firms have signed on to become founding members of its Charles River Development Client Advisory Board.
- [Charles River Development Honored at the 2019 Fund Technology and WSL Awards](https://www.crd.com/news/press-releases/2019/charles-river-honored-at-2019-fund-technology-and-wsl-awards): Press Release Charles River Development Honored at the 2019 Fund Technology and WSL Awards March 7, 2019 Boston — March 7, 2019 —Charles River Development, a State Street Company, today announced that the Charles River Investment Management Solution (Charles River IMS), was awarded “Best Trading Platform – Overall,” by Fund Technology and WSL Awards 2019.
- [Charles River Showcases Strategic Product Initiatives to 700+ at Global Client Conference](https://www.crd.com/news/press-releases/2019/charles-river-showcases-strategic-product-initiatives-at-global-client-conference): Charles River announced record attendance at its 2019 Global Client Conference with over 700 attendees from more than 13 countries.
- [Charles River Development Awarded Best Cloud-Based Front Office Solution](https://www.crd.com/news/press-releases/2020/charles-river-awarded-best-cloud-based-front-office-solution): Charles River has won “Best Cloud-Based Front Office Solution System Provider” at the Fund Intelligence Tech & WSL Awards 2020.
- [Clients Live on Charles River’s IMS Built on Microsoft Azure](https://www.crd.com/news/press-releases/2021/press-releases-2021/clients-live-on-charles-river-ims-built-on-microsoft-azure): Multiple clients adopt the Charles River Investment Management Strategic Cloud Solution delivered on Microsoft Azure​.
- [KCG BondPoint Expands Institutional Offering](https://www.crd.com/news/press-releases/2015/KCG_BondPoint_Expands_Institutional_Offering): Press Release KCG BondPoint Expands Institutional Offering Connectivity with Charles River Broadens Access for More Institutional Clients February 05, 2015 Jersey City, N.J. – KCG Holdings, Inc. (NYSE: KCG) today announced that KCG BondPoint, a centralized and automated fixed income trading venue, is expanding its access to Institutional Buy Side clients through integration with Charles
- [Colfondos seleciona a Charles River para escalar para crescimento](https://www.crd.com/news/press-releases/2021/colfondos-selects-charles-river-to-scale-for-growth-portuguese): Charles River anunciou hoje que a Colfondos selecionou o a Solução de Gestão de Investimentos da Charles River IMS baseada nas nuvens, para administrar suas carteiras de ações e renda fixa nacionais e globais em uma plataforma consolidada de front e middle office.
- [Sitemap](https://www.crd.com/sitemap/): Charles River Development Investment Management Solutions Website Sitemap
- [Charles River Wins Best Buyside Order Management System (OMS) at Waters Ranking 2018](https://www.crd.com/news/press-releases/2018/charles-river-wins-best-oms-at-waters-ranking-2018): Charles River combines OMS and EMS capabilities into an Order and Execution Management System (OEMS) to eliminate the need for multiple trading systems.
- [Allan Gray Consolidates Investment Systems onto Cloud Based Charles River IMS](https://www.crd.com/news/press-releases/2018/allan-gray-consolidates-onto-charles-river-ims/): Allan Gray, a privately owned investment manager in South Africa, has adopted the Charles River Investment Management Solution, delivered as a SaaS service.
- [Charles River Named Multi-Asset Trading System of the Year at 2018 Asia Capital Markets Awards](https://www.crd.com/news/press-releases/2018/Multi-Asset-Trading-System-of-the-Year): Charles River has been awarded “Multi-asset Trading System of the Year” at this year’s Asia Capital Markets Awards hosted by FOW and Global Investor Group.
- [Charles River Forms Business Alliance with Cassini Systems to Automate Margin Estimation](https://www.crd.com/news/press-releases/2018/Charles-River-Forms-Business-Alliance-with-Cassini): Charles River and Cassini to automate the calculation of margin estimates and provide advanced pre- and post-trade analytics in the Charles River IMS.
- [Charles River Forms Business Alliance with Broadridge to Enable Clients to Reduce Risk and Improve Productivity](https://www.crd.com/news/press-releases/2018/charles-river-business-alliance-with-broadridge-financial-solutions/): Press Release Charles River Forms Business Alliance with Broadridge to Enable Clients to Reduce Risk and Improve Productivity Expands SWIFT Capabilities in Charles River IMS August 14, 2018 Boston and New York — August 14, 2018 — Charles River Development and Broadridge Financial Solutions, Inc.(NYSE:BR), have formalized a business alliance to enable better integration with the
- [Video - Re-thinking the Data Delivery Paradigm](https://www.crd.com/news/video-library/rethinking-the-data-delivery-paradigm): Charles River’s Jeff Shortis was a keynote presenter at the Data Summit USA Virtual. View a recording of his presentation.
- [Wealth Viewpoints: Enabling Growth in a Time of Change](https://www.crd.com/wealth-management-technology-viewpoints): Charles River hosted a panel discussion with industry thought leaders to discuss challenges in the wealth management industry and how firms are adapting.
- [Colfondos selecciona a Charles River para su capacidad de crecimiento](https://www.crd.com/news/press-releases/2021/colfondos-selects-charles-river-to-scale-for-growth-spanish): Charles River anunció hoy que Colfondos ha seleccionado a la empresa basada en la nube Charles River IMS para administrar sus carteras de renta fija y variable a nivel doméstico y global en una plataforma consolidada para relaciones con el cliente (consultoría o front-office) y procesos administrativos (tecnología o middle-office).
- [Colfondos Selects Charles River to Scale for Growth](https://www.crd.com/news/press-releases/2021/colfondos-selects-charles-river-to-scale-for-growth): Colfondos has selected Charles River IMS to manage their domestic and global equity and fixed income portfolios on a consolidated platform.
- [野村アセット、Charles River IMS のクラウド活用範囲を拡大](https://www.crd.com/news/press-releases/2021/nomura-expands-use-of-cloud-based-charles-river-ims-japanese): ステート・ストリート社傘下のCharles River Development は同日、資産残高約66兆円* を運用し日本のアセットマネジメント業界を牽引する野村アセットマネジメント株式会社（以下野村アセット）がポートフォリオ管理システムであるCharles River Investment Management Solution（以下Charles River IMS ）の利用範囲を拡げると発表しました。同システムはMicrosoft® Azure に実装され、ポストトレード業務でも活用されることになります。
- [Nomura Asset Management Expands Use of Cloud-based Charles River IMS](https://www.crd.com/news/press-releases/2021/nomura-expands-use-of-cloud-based-charles-river-ims): Nomura, a leading Japanese asset manage, is expanding their use of Charles River’s strategic cloud solution on Microsoft® Azure.
- [Video - Leveraging MSCI’s Portfolio Analytics in Charles River](https://www.crd.com/news/video-library/leveraging-msci-portfolio-analytics-in-charles-river/): How our partnership helps institutional investment managers leverage MSCI’s portfolio and risk analytics across asset classes.
- [Contact Us About MiFID ll](https://www.crd.com/solutions/learn-more-mifid/): Learn about Charles River's MiFID II solution covering trade and transaction reporting, commission management and best execution.
- [Charles River and MarketAxess Expand Collaboration for Trading Connectivity Across Global Credit Markets](https://www.crd.com/news/press-releases/2019/charles-river-and-marketaxess-expand-collaboration-for-trading-connectivity): Charles River clients will be offered MarketAxess’ Auto-X™ and trading features for investment-grade credit, high-yield, emerging market debt and Eurobonds.
- [Management Temp](https://www.crd.com/management-temp/): Leadership Team Executive CommitteeManagement Committee President, Head of Charles River Development Matt Daly Matt Daly, executive vice president of State Street, is president and head of Charles River Development, a State Street Company. In this role, he is responsible for the day-to-day operations of the company including product development, sales and services for the Charles
- [Rest Super selects Charles River IMS to Streamline Front and Middle Office Operations](https://www.crd.com/news/press-releases/2021/rest-selects-charles-river-ims-to-streamline-front-and-middle-office): Retail Employees Superannuation Trust (Rest) has selected the cloud-based Charles River IMS to consolidate their front and middle office ops.
- [Video - Next Gen Tech Supports Growth and Innovation](https://www.crd.com/news/video-library/next-gen-tech-panel): Investment management tech solutions built on next gen, cloud-optimized architecture enable business growth through innovative capabilities.
- [Video - Reimagining the Data Delivery Paradigm](https://www.crd.com/news/video-library/reimagining-data-delivery): Data leads discuss and how Charles River’s data management technology and services help navigate industry headwinds and shifting approaches.
- [Charles River Compliance Solution Selected for NAB Asset Servicing Clients](https://www.crd.com/news/press-releases/2020/charles-river-compliance-selected-for-nab-asset-servicing-clients): Press Release Charles River Compliance Solution selected for NAB Asset Servicing clients November 11, 2020 Melbourne — November 11, 2020 —Charles River Development, a State Street Company, today announced that National Australia Bank (NAB) Asset Servicing has selected the Charles River Investment Management Solution (Charles River IMS) to provide clients with advanced compliance monitoring, oversight
- [Canada Pension Plan Investment Board Selects Charles River IMS to Streamline Multi-Asset Portfolio Management](https://www.crd.com/news/press-releases/2020/cppib-selects-charles-river-to-streamline-multi-asset-portfolio-management): CPP Investments™ has selected Charles River Investment Management Solution for managing portfolios across all publicly traded asset classes.
- [Charles River Expands Compliance Offering with the LawCard® Solution](https://www.crd.com/news/press-releases/2020/charles-river-expands-compliance-offering-with-lawcard-solution): The Compliance LawCard® Solution is available through the Charles River Investment Management Solution (Charles River IMS).
- [Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication](https://www.crd.com/news/press-releases/2020/charles-river-launches-wealth-hub-utility): Wealth Hub is a communications platform that connects managed account program sponsors and their asset manager distribution partners.
- [Charles River Named Best Unified Technology System at WealthManagement.com 2020 Industry Awards](https://www.crd.com/news/press-releases/2020/charles-river-named-best-unified-technology-system-at-wealthmanagement-com-2020-industry-awards/): Charles River Investment Management Solution has been named “Best Unified System” by WealthManagement.com 2020 Industry Awards (the “Wealthies”).
- [2017](https://www.crd.com/news/press-releases/2017/): Press Releases 2017 December 21, 2017Charles River Expands MiFID II Support by Adding Continuous Evaluated Pricing from ICE Data Services for Best Execution Charles River is helping clients prepare for the impending MiFID II requirements by incorporating ICE Data Services’ Continuous Evaluated Pricing into the Charles River IMS. Charles River provides investment managers with an
- [Press Releases 2018](https://www.crd.com/news/press-releases/2018/): Charles River Development's complete list of Press Releases (PR) from the year 2018 including client and partner news, awards and updates.
- [2016](https://www.crd.com/news/press-releases/2016): Press Releases 2016 December 13, 2016Charles River Expands Its ISO-Certified Hosting Capabilities in Canada with CenturyLink Charles River Development is expanding its private cloud through an agreement with CenturyLink. The arrangement opens up Charles River’s Software-as-a-Service offerings to Buy-Side clients in Canada which requires local residency for data and hosting providers.READ MORE December 1, 2016DNCA
- [Data & Position Management](https://www.crd.com/solutions/data-overview/): Charles River provides a complete SaaS-based solution for data provisioning and position management, supporting scalable growth as a firm expands into new asset classes, products and geographies.
- [Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS](https://www.crd.com/news/press-releases/2020/vanguard-consolidates-taxable-mmf-management-on-charles-river-ims): Vanguard is live on the platform, using Charles River IMS across the investment process, from pre-trade to post-trade and compliance.
- [Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support](https://www.crd.com/news/press-releases/2020/charles-river-appoints-dmitriy-ilyin-to-lead-saas-operations): Dmitriy Ilyin will oversee Charles River’s continuing transition to Microsoft Azure and help shape the firm’s strategic cloud direction and growth strategy.
- [Professional Services](https://www.crd.com/services/professional/): Charles River offers a comprehensive set of professional investment services to meet each firm’s needs based on the environment, budget, and overall goals.
- [TPT Retirement Solutions Selects Charles River for Portfolio Management and Risk](https://www.crd.com/news/press-releases/2020/tpt-selects-charles-river-for-portfolio-and-risk): The TPT investment team will use Charles River IMS and Charles River IBOR for portfolio construction and analysis, risk modelling, and scenario analysis
- [Thank You](https://www.crd.com/thankyou): Thank You We will be in contact regarding your comments or query. Visit: Charles River Investment Management Solution (Charles River IMS) Charles River Wealth Management Solution Charles River Resources About Charles River Homepage Follow Us LinkedIn Twitter Youtube Facebook Instagram Sales Inquiries North America+1 781 425 3372 direct+1 781 238 0099 main Europe / Middle
- [Client Support Portal](https://www.crd.com/company/tech-support): The Charles River Development Customer Support Portal provides online access to support resources and services and verify customer information.
- [Video - Controlling Multi-Asset Risk with an Order and Execution Management System](https://www.crd.com/news/video-library/controlling-multi-asset-risk-with-OEMS/): Growing buy-side adoption of cross-asset strategies adds new risks and complexity to a trader’s workload. Charles River discusses how a multi-asset OEMS helps firms support those strategies effectively while minimizing trade risk.
- [Janus Henderson Strengthens its Front Office Investment Processes with Charles River and MSCI](https://www.crd.com/news/press-releases/2020/janus-henderson-strengthens-front-office-with-charles-river-msci): Janus Henderson selected the Charles River Charles River Investment Management Solution following the merger of Janus Capital Group and Henderson Group.
- [Charles River Wins Best Front-Office Platform in WatersTechnology Asia Awards 2020](https://www.crd.com/news/press-releases/2020/charles-river-wins-best-front-office-platform-in-waterstechnology-asia-awards-2020/): WatersTechnology Asia Awards 2020 aims to recognize achievement in the deployment and management of financial info and tech across Asia’s capital markets.
- [Viewpoints: APAC Asset Owners](https://www.crd.com/apac-asset-owners-viewpoints): Viewpoints: A Charles River Conversation APAC Asset Owners: An Industry in Transition Navigating Structural and Regulatory Change Asset Owners including pension, superannuation and sovereign wealth funds face a number of operational challenges from cost pressures, increased regulation and a search for greater returns in a persistently low yield environment. Charles River convened a panel discussion
- [Viewpoints: Evolution of the Smart OEMS](https://www.crd.com/order-management-system-evolution-viewpoints/): A hosted a panel discussion on the evolution of the Smart OEMS, integration of OMS/EMS and using analytics to make better informed trading decisions.
- [Viewpoints: Migrating and Managing Investment Technology in the Cloud](https://www.crd.com/services/saas/migrating-and-managing-investment-technology-in-the-cloud-viewpoints/): Charles River asks industry experts to share best practices and benefits with Charles River IMS in a cloud-based, Software-as-a-Service (SaaS) environment.
- [Viewpoints: How Factor Models Inform the Investment Process](https://www.crd.com/how-factor-models-inform-the-investment-process-viewpoints): Viewpoints: A Charles River Conversation How Factor Models Inform the Investment Process Differentiating Risk and Return Drivers Factor models are changing the way investment managers construct portfolios and analyze portfolio risk. Many firms have turned to a factor-based approach because it removes the artificial constraints of asset class definitions, helping managers focus on risk drivers
- [Viewpoints: Managing Funds by Strategy](https://www.crd.com/managing-funds-by-strategy-viewpoints): Viewpoints: A Charles River Conversation Managing Funds by Strategy Decoupling from the Back Office In response to competition from low fee, passively managed funds, global investment firms are launching innovative new products designed to preserve wealth, minimize volatility or meet other investment objectives. Managing these products in a cost effective manner requires a fundamental re-think
- [Viewpoints: The Viewpoints: The Convergence of Buy-Side Risk and Performance Solutions Solutions](https://www.crd.com/convergence-of-buy-side-risk-and-performance-solutions-viewpoints): Viewpoints: A Charles River Conversation The Convergence of Buy-Side Risk and Performance Solutions How Asset Managers Benefit from System Consolidation Buy-side margin compression, triggered by the rise of passive investing, is forcing institutional asset managers to re-think their front and middle office technology choices in order to reduce costs and streamline operations. At the same
- [Charles River Announces New Appointment to Lead Wealth Hub Initiative](https://www.crd.com/news/press-releases/2020/charles-river-announces-new-wealth-hub-appointment): Steve Pike has been appointed Director of the Charles River Wealth Hub, responsible for asset manager on-boarding and service bureau relationships.
- [Charles River IMS Named Best Order Management System in 2020 Market Choice Awards](https://www.crd.com/news/press-releases/2020/charles-river-named-best-oms-at-market-choice-awards): Charles River IMS combines a multi-asset OMS with full execution capabilities, providing institutional traders with a single integrated OEMS.
- [Video - Building Smarter Portfolios Using Factor Models Across the Investment Process](https://www.crd.com/news/video-library/building-smarter-portfolios-using-factor-models): Factor models play increasingly important and versatile roles across the buy-side investment process as institutional portfolios grow.
- [Charles River Investment Management Solution (IMS) Now Client-Ready on Microsoft Azure](https://www.crd.com/news/press-releases/2020/charles-river-ims-on-microsoft-azure): Charles River announced that its strategic cloud solution, Charles River IMS, has achieved platform and operational readiness on Microsoft Azure
- [Charles River Wins Best Wealth Management Product in 2020 FinTech Breakthrough Awards](https://www.crd.com/news/press-releases/2020/CRD-Wins-Best-Wealth-Management-Product-at-FinTech-Breakthrough-Awards): CRD announced that Charles River Investment Management Solution has been awarded “Best Wealth Management Product” by FinTech Breakthrough.
- [Key Private Bank Selects Charles River Wealth Management Solution](https://www.crd.com/news/press-releases/2020/key-private-bank-selects-charles-river-wealth-management-solution/): Charles River announced that Key Private Bank selected the Charles River Wealth Management Solution to expand its investment product offering.
- [Charles River Awarded “Best Portfolio Management Solution” at WealthBriefing Swiss Awards 2020](https://www.crd.com/news/press-releases/2020/charles-river-awarded-best-portfolio-management-solution-at-wealthbriefing-swiss-awards-2020/): Charles River Investment Management Solution has won “Best Portfolio Management System Provider” at the WealthBriefing Switzerland Awards 2020.
- [Lothian Pension Fund Streamlines its Investment Management Processes with Charles River IMS](https://www.crd.com/news/press-releases/2020/lothian-streamlines-its-investment-management-with-charles-river-ims): Lothian Pension Fund has completed the implementation of the Charles River Investment Management Solution to help strengthen its investment processes.
- [Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support](https://www.crd.com/news/press-releases/2020/charles-river-ims-integrates-chartiq-for-trade-decision-support): Charles River announced that the Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support.
- [Charles River Ranked Among the Top Global Financial Technology Providers](https://www.crd.com/news/press-releases/2016/charles-river-ranked-among-the-top-global-financial-technology-providers/): Charles River has earned No. 53 in the 2016 IDC Financial Insights FinTech Top 100 Rankings & No. 50 in the American Banker/BAI 2016 FinTech Forward.
- [Charles River Development Appoints Spiros Giannaros as President](https://www.crd.com/news/press-releases/2019/CRD-Appoints-Spiros-Giannaros-as-President): Charles River Development announced today (December 4, 2019) the appointment of Spiros Giannaros as president of Charles River Development.
- [LGIM Centralises Global Trading onto Charles River IMS](https://www.crd.com/news/press-releases/2019/lgim-centralises-global-trading-onto-charles-river-ims/): Charles River announced that LGIM has selected the Charles River Investment Management Solution to streamline their global trading operations.
- [Charles River Relocates Tokyo Office to Support Continued Growth in Japan](https://www.crd.com/news/press-releases/2019/charles-river-tokyo-office-move): Charles River Development, a State Street Company, has relocated its Tokyo Office to a larger premises in the Toranomon business district.
- [Charles River Wins Best Integrated Front Office Platform at Buy-Side Technology Awards](https://www.crd.com/news/press-releases/2019/charles-river-wins-best-integrated-front-office-platform): Charles RiverCharles River IMS was awarded “Best Integrated Front Office Platform” by WatersTechnology Buy-Side Technology Awards 2019.
- [Video - Supporting Trader Requirements with an O/EMS](https://www.crd.com/news/video-library/supporting-trader-requirements-with-oems): Key benefits and differentiators of the multi-asset OEMS for Buy-Side firms discussed with TRADE TV at this year’s TradeTech conference.
- [Video - Expanding Trade Automation in Global Fixed Income Markets](https://www.crd.com/news/video-library/expanding-trade-automation-in-global-fixed-income-markets): Future of Fixed Income Trade Automation and the build-out of Charles River’s partner ecosystem, which provides seamless access to global liquidity venues.
- [VIDEO - The Evolving Role of the Fixed Income O/EMS, Partner Ecosystem and Buy-Side Trader](https://www.crd.com/news/video-library/evolution-of-ems-oms-combinations): < Video Library The Evolving Role of the Fixed Income O/EMS, Partner Ecosystem and Buy-Side Trader Vidya GurujuProduct Manager, Fixed Income Trading Charles River Development Share: Vidya Guruju, Product Manager, Fixed Income Trading at Charles River Development, talks to TRADE TV at this year’s Fixed Income Leader’s Summit about the evolution of the
- [Two Minute Take](https://www.crd.com/news/video-library/two-minute-take): Charles River product specialists discuss key buy-side industry trends and technology solutions in these two minute videos on investment management.
- [Charles River IMS Wins Best Buy-Side Portfolio Management System at the Waters Rankings Awards 2019](https://www.crd.com/news/press-releases/2019/charles-river-ims-wins-best-buy-side-portfolio-management-system-at-waters-rankings-awards-2019): Charles River IMS has been recognized as the “Best Buy-Side Portfolio Management System” at the 2019 Waters Rankings awards.
- [Charles River and Tradeweb Expand Multi-Asset Trading Collaboration](https://www.crd.com/news/press-releases/2019/charles-river-and-tradeweb-expand-multi-asset-trading-collaboration/): Press Release Charles River and Tradeweb Expand Multi-Asset Trading Collaboration September 30, 2019 Boston — September 30, 2019 —Charles River Development, a State Street Company, and Tradeweb Markets Inc. (Nasdaq: TW), a leading global operator of electronic marketplaces for rates, credit, equities and money markets today announced an expansion of their collaboration to provide mutual
- [Charles River Awarded Best Multi-Asset Trading System for Second Consecutive Year](https://www.crd.com/news/press-releases/2019/charles-river-awarded-best-multi-asset-trading-system): Charles River IMS has been awarded “Multi-asset Trading System of the Year” for the second consecutive year by FOW and Global Investor Group.
- [Charles River and MSCI to Provide Differentiated Risk and Portfolio Analytics](https://www.crd.com/news/press-releases/2019/charles-river-and-msci-to-provide-differentiated-risk-and-portfolio-analytics/): Charles River is collaborating with MSCI Inc. to integrate MSCI Analytics capabilities with Charles River Investment Management Solution.
- [Learn More Charles River Client Conferences](https://www.crd.com/learn-more-client-conferences/): Charles River Client Conferences Events and Tradeshows Press Releases Insights Resources Video Library Follow Us LinkedIn Twitter Youtube Facebook Instagram
- [Charles River and BondCliQ to Provide Corporate Bond Pricing in Charles River IMS](https://www.crd.com/news/press-releases/2019/charles-river-and-bondcliq-to-provide-corporate-bond-pricing): Press Release Charles River and BondCliQ to Provide Corporate Bond Pricing in Charles River IMS September 5, 2019 Boston — September 5, 2019 —Charles River Development, a State Street Company, and BondCliQ today announced a collaboration that will equip clients with corporate bond pricing. The deal will provide traders and portfolio managers with pre-trade institutional
- [Charles River Showcases New Solutions at 2017 Global Client Conference](https://www.crd.com/news/press-releases/2017/GlobalClientConference): Clients, partners and industry experts from 13 countries gathered at the 2017 Charles River Global Client Conference held November 5-8 in Florida.
- [Charles River Forms Wealth Client Advisory Board as it Marks 10 Years as Wealth Platform Provider](https://www.crd.com/news/press-releases/2019/charles-river-forms-wealth-client-advisory-board): Charles River announced the formation of a Client Advisory Board focused on the development and enhancement of the Charles River Wealth Management Solution.
- [Charles River Development Global Client Conference to Feature Prominent Speaker Line-up](https://www.crd.com/news/press-releases/2019/crd-global-client-conference-to-feature-prominent-speakers): Charles River Global Client Conference features prominent speaker line-up inviting global industry leaders to connect, explore and learn. #crdcc19
- [Charles River and Neptune Networks Announce Strategic Collaboration to Provide Fixed Income Inventory Data to Buy-side](https://www.crd.com/news/press-releases/2019/charles-river-and-neptune-announce-strategic-collaboration): CRD and Neptune announced a collaboration that will provide buy-side clients of CRD’s OEMS with aggregated, real-time fixed income axes & inventory.
- [Video - Managing Funds by Strategy: Decoupling from the Back Office](https://www.crd.com/news/video-library/managing-funds-by-strategy): < Video Library Managing Funds by Strategy: Decoupling from the Back Office Alun CutlerDirector, EMEA Product ManagementCharles River Development Steve MilanowyczDirector, Product ManagementCharles River Development Moderator: Frank SmietanaProduct Marketing ManagerCharles River Development Share: Charles River hosted a panel discussion to understand how investment technology is evolving to help fund managers combat margin compression, address growing
- [Charles River Recognized for Institutional and Wealth Management Innovation in Prestigious 2019 FinTech Breakthrough Awards Program](https://www.crd.com/news/press-releases/2019/charles-river-wins-best-institutional-investment-platform-2019-fintech-breakthrough-awards): Charles River has been selected as winner of the “Best Institutional Investment Platform” at the 2019 FinTech Breakthrough Awards.
- [Söderberg & Partners Selects Charles River IMS to Streamline and Consolidate Investment Management Processes](https://www.crd.com/news/press-releases/2019/soderberg-partners-selects-charles-river-ims-to-streamline-and-consolidate-investment-management-processes/): Söderberg & Partners has selected the Charles River Investment Management Solution to improve its investment servicing offering.
- [Charles River to Provide Scalable, Enterprise-Wide Operational Support Solution for Morningstar’s Investment Management Group](https://www.crd.com/news/press-releases/2019/charles-river-to-provide-enterprise-wide-solution-for-morningstar): Morningstar’s Investment Management group has selected Charles River Investment Management Solution to support new family of funds offered through advisors.
- [Video - Consistent and Accurate Risk Data and Analytics](https://www.crd.com/news/video-library/consistent-accurate-risk-data-analytics): Resource center for Portfolio Management and Analytics, a complete set of capabilities from a centralized workspace, to streamline the investment process.
- [Video - The Downsized Fixed Income Trading Desk](https://www.crd.com/news/video-library/The-Downsized-Fixed-Income-Trading-Desk): < Video Library Charles River Partner Series The Downsized Fixed Income Trading Desk: Technology Challenges & Opportunities Colby JenkinsAnalystTABB Group Vidya GurujuProduct ManagerCharles River Development, A State Street Company Share: Amid electronification, regulatory change and the replacement of LIBOR, perhaps the biggest trend in fixed income markets is the downsizing of the trading desk,
- [MFC Asset Management Public Company Limited Enhances Front and Middle Office Investment Processes with Charles River IMS](https://www.crd.com/news/press-releases/2019/MFC-Asset-Management-Enhances-Investment-Processes-with-Charles-River-IMS): Press Release MFC Asset Management Public Company Limited Enhances Front and Middle Office Investment Processes with Charles River IMS February 27, 2019 Melbourne — February 27, 2019 —MFC Asset Management Public Company Limited (MFC), a Thailand-based asset manager with major shareholders including the Ministry of Finance and Government Savings Bank, has adopted major new portfolio
- [Nomura Asset Management Transitions to Cloud-Based Charles River IMS](https://www.crd.com/news/press-releases/2019/nomura-transitions-to-charles-river-ims): Press Release Nomura Asset Management Co., Ltd. Transitions to Cloud-Based Charles River IMS 野村アセットマネジメント株式会社、クラウドベースサービスのチャールズリバーＩＭＳに移行 February 20, 2019 Tokyo — February 20, 2019 — Nomura Asset Management Co., Ltd. (NAM), an internationally recognised asset manager with approximately 53 trillion Yen AUM** based in Tokyo, Japan, is now live on cloud-based services for the Charles River Investment Management
- [RWC Partners Selects Charles River IMS to Centralise Investment Management Processes](https://www.crd.com/news/press-releases/2019/RWC-Partners-Selects-Charles-River-IMS): RWC Partners selects Charles River IMS to streamline front to middle office investment processes for portfolio managers, traders, compliance, and ops teams.
- [Meriten Investment Management GmbH Automates Operations with Charles River’s Enterprise Solution](https://www.crd.com/news/press-releases/2014/Meriten-Investment-Management-Automates-Operations-with-Charles-River): Press Release Meriten Investment Management GmbH Automates Operations with Charles River’s Enterprise Solution June 10, 2014 London – Charles River, an enterprise-wide, front and middle office investment management solution provider, today announced that Meriten Investment Management GmbH, BNY Mellon’s Central European investment firm based in Düsseldorf, Germany, is live on the Charles River Investment Management
- [Polen Capital Management is Live on the SaaS-based Charles River IMS](https://www.crd.com/news/press-releases/2016/polen-capital-management-is-live-on-the-saas-based-charles-river-ims/): Press Release Polen Capital Management is Live on the SaaS-based Charles River IMS March 22, 2016 Boston MA – Charles River, a front and middle office investment management solution provider, today announced that Polen Capital Management (Polen Capital), an equity management boutique based in Boca Raton, Florida, is live on the SaaS-based Charles River
- [Video - Evolution of the Smart OEMS](https://www.crd.com/news/video-library/evolution-of-smart-oems): Charles River creates a multi-asset Order and Execution Management System with data, FIX connectivity, Transaction Cost Analysis (TCA) and trade analytics.
- [2015](https://www.crd.com/news/press-releases/2015/): Press Releases 2015 November 24, 2015 Charles River to Host 2016 Global Client Conference in Boston, June 12-15 November 10, 2015 Charles River Wins “Best Buy-Side OMS” at Buy-Side Technology Awards 2015 October 20, 2015 Madison Investment Advisors Selects Charles River IMS as a Hosted Service October 15, 2015 RIA South Texas Money Management Live
- [2014](https://www.crd.com/news/press-releases/2014/): Press Releases 2014 November 11, 2014 Charles River Discusses Increased Adoption of Integrated Front-Office Solutions by APAC Wealth Managers at Wealth Briefing Asia 2014 in Singapore November 10, 2014 Charles River Wins “Best Buy-Side Compliance Product” at Buy-Side Technology Awards 2014 October 21, 2014 Charles River Expands IBOR Solution with Integrated Corporate Actions Data from
- [Rethinking the Middle Office: Solving Buy-side Challenges with Financial Technology (Bobsguide)](https://www.crd.com/BGMiddleOffice): Rethinking the Middle Office: Solving Buy-side Challenges with Financial Technology The middle office serves as the translation layer between front office investment and back office accounting systems. This frees the front office from having to trade in a particular account structure dictated by their accounting system, while ensuring that the back office receives the data
- [The Evolution the Order Management System (OMS)](https://www.crd.com/order-management-system-evolution): Charles River hosted a panel discussion on the evolution of the Smart OEMS and using analytics to make better informed trading decisions.
- [A Complete Solution for Portfolio Managers](https://www.crd.com/charles-river-portfolio-manager-solution/): How Charles River combines all of the necessary capabilities, data, analytics and benchmarks needed to effectively manage large multi-asset portfolios.
- [Wealth Management: Technology Trends in the Industry](https://www.crd.com/wealth-management-technology): Learn more about trends in the wealth management industry and how firms are adapting using technology and software platforms.
- [Charles River and TRADEcho Partner to Automate MiFID II Trade Reporting](https://www.crd.com/news/press-releases/2017/Charles-River-and-TRADEcho-Partner-to-Automate-MiFID-II-Trade-Reporting): Charles River Development has formalized a partnership agreement with TRADEcho to automate Trade reporting under the European Union’s MiFID II.
- [Charles River Integrates Trax MiFID II Trade and Transaction Reporting Solutions](https://www.crd.com/news/press-releases/2017/charles-river-integrates-trax-mifid-ii-trade-and-transaction-reporting-solutions): Charles River and Trax have entered into an agreement to integrate Trax’s MiFID II Trade and Transaction reporting solutions into Charles River IMS
- [CBRE Clarion Securities Live on Charles River IMS as a Hosted Service](https://www.crd.com/news/press-releases/2015/CBRE_Clarion_Securities_Live_on_Charles_River_IMS_as_a_Hosted_Service): Press Release CBRE Clarion Securities Live on Charles River IMS as a Hosted Service July 30, 2015 Boston, MA – Charles River, a front and middle office investment management solution provider, today announced that CBRE Clarion Securities, a registered investment advisory firm, is live on the Charles River Investment Management Solution (Charles River IMS) delivered
- [Sanlam Multi Manager Adopts Charles River IMS to Centralise and Consolidate Investment Processes](https://www.crd.com/news/press-releases/2018/Sanlam-Multi-Manager-Adopts-Charles-River-IMS): Press Release Sanlam Multi Manager Adopts Charles River IMS to Centralise and Consolidate Investment Processes June 26, 2018 London — June 26, 2018 — Sanlam Multi Management International (SMMI), part of Sanlam Investments, has chosen the Charles River Investment Management Solution (Charles River IMS) to consolidate and streamline its investment management processes. The Multi Manager business
- [Charles River Receives Best Portfolio Management for 2nd Consecutive Year](https://www.crd.com/news/press-releases/2018/Charles-River-Receives-Best-Portfolio-Management-for-2nd-Consecutive-Year): Press Release Charles River Receives ‘Best Portfolio Management’ for 2nd Consecutive Year February 22, 2018 London – February 22, 2018 — Charles River Development has won “Best Portfolio Management Solution” for the second year in a row at this year’s WealthBriefing Swiss Awards. Presented on February 8th in Geneva, the WealthBriefing awards are designed to recognise
- [Chevy Chase Trust Company Deploys Charles River IMS for High Net Worth and Institutional Business Lines](https://www.crd.com/news/press-releases/2017/chevy-chase-trust-company-deploys-charles-river-ims): Chevy Chase Trust Company has chosen the Charles River IMS for its high net worth and institutional businesses.
- [Fiera Capital, Inc. Adopts Charles River’s Enterprise Platform across Asset Classes for Institutional and Private Client Investments](https://www.crd.com/news/press-releases/2017/fiera-capital-inc-adopts-charles-rivers-enterprise-platform-across-asset-classes-for-institutional-and-private-client-investments/): Fiera Capital Inc. has chosen the Charles River IMS for its institutional and private client investment management businesses.
- [Hong Kong’s Value Partners Group Live on Charles River’s Centralized Post-Trade Solution](https://www.crd.com/news/press-releases/2017/hong-kongs-value-partners-group-live-on-charles-rivers-centralized-post-trade-solution/): Press Release Hong Kong’s Value Partners Group Live on Charles River’s Centralized Post-Trade Solution February 7, 2017 Hong Kong’s Value Partners Group is supporting business expansion beyond Asia by automating front-and middle-office activities with the Charles River Investment Management Solution (Charles River IMS). A client since 2015, Value Partners recently went live on Charles River’s
- [Charles River and Trumid Partnership Brings Greater Efficiency to Corporate Bond Trading](https://www.crd.com/news/press-releases/2017/Charles-River-and-Trumid-Partnership-Brings-Greater-Efficiency-to-Corporate-Bond-Trading): Charles River announced it has integrated its Charles River IMS with Trumid’s all-to-all electronic corporate bond trading platform, Trumid Market Center.
- [RE Advisers Improves Decision Support and Trading Operations with Charles River IMS](https://www.crd.com/news/press-releases/2017/RE_Advisers_Improves_Decision_Support_and_Trading_Operations_with_Charles_River_IMS): Press Release RE Advisers Improves Decision Support and Trading Operations with Charles River IMS February 28, 2017 Boston, MA – RE Advisers has positioned itself for future growth with the implementation of Charles River’s Software as a Service (SaaS)-based solution to manage its domestic equity and fixed income strategies. The Charles River Investment Management Solution
- [Glenmede Consolidates Institutional and Wealth Operations on Charles River’s Enterprise Platform](https://www.crd.com/news/press-releases/2017/Glenmede_Consolidates_Institutional_and_Wealth_Operations_on_Charles_River_s_Enterprise_Platform): Needing a multi-asset system, Glenmede Consolidates Institutional and Wealth Operations on Charles River’s Enterprise Platform.
- [Resona Bank Ltd. Adopts Charles River IMS as Multi-Asset Enterprise Solution](https://www.crd.com/news/press-releases/2017/Resona-Bank-Adopts-Charles-River-IMS-as-Multi-Asset-Enterprise-Solution): Major asset manager in Japan’s pension market simplifies operating model with Charles River’s SaaS-based platform for Front and Middle Office
- [Rethinking the Middle Office: Bobsguide](https://www.crd.com/BGMiddleOffice-Ad): Rethinking the Middle Office: Solving Buy-side Challenges with Financial Technology The middle office serves as the translation layer between front office investment and back office accounting systems. This frees the front office from having to trade in a particular account structure dictated by their accounting system, while ensuring that the back office receives the data
- [Bobsguide: The Evolution of the Smart OEMS](https://www.crd.com/order-management-system-evolution-bobsguide): The Evolution of the Smart Order and Execution Management System (OEMS) Using Analytics to make More Informed Trading Decisions In the past, buy-side firms had to purchase and integrate separate Order Management Systems (OMS) and Execution Management Systems (EMS), often from different vendors. This increased operational risk and system maintenance costs, limited trader productivity, and
- [Thailand’s Krung Thai Asset Management Public Co.  Ltd. Live on Charles River IMS](https://www.crd.com/news/press-releases/2016/Thailands_Krung_Thai_Asset_Management_Public_Co_Ltd_Live_on_Charles_River_IMS): Krung Thai Asset Management, a leading asset management firm based in Bangkok, is live on the Charles River Investment Management Solution.
- [Exoé Selects Charles River’s Multi-Asset Investment Management Solution as a Hosted Service](https://www.crd.com/news/press-releases/2016/exoe-selects-charles-rivers-multi-asset-investment-management-solution-as-a-hosted-service/): Press Release Exoé Selects Charles River’s Multi-Asset Investment Management Solution as a Hosted Service June 22, 2016 London – Charles River, a front and middle office investment management solution provider, today announced that Exoé S.A. (Exoé) an outsourced trading and execution specialist in Paris, has selected the Charles River Investment Management Solution (Charles River IMS)
- [DNCA Selects Charles River’s Cross-Asset Investment Management Platform & Built-In IBOR Solution](https://www.crd.com/news/press-releases/2016/dnca-selects-charles-rivers-cross-asset-investment-management-platform-built-in-ibor-solution/): Press Release DNCA Selects Charles River’s Cross-Asset Investment Management Platform & Built-In IBOR Solution December 1, 2016 Paris, France-based asset manager DNCA Investments is consolidating systems and automating its front and middle office with the Charles River Investment Management Solution (Charles River IMS). The SaaS-based platform will streamline portfolio management, trading and compliance processes across
- [Montanaro Asset Management Live on Charles River’s IBOR](https://www.crd.com/news/press-releases/2018/montanaro-asset-management-live-on-charles-river-IBOR): Montanaro Asset Management has implemented Charles River’s Investment Book of Record (IBOR) to provide portfolio managers and traders with up to date position and cash information in the Charles River IMS. Montanaro has used Charles River IMS for portfolio management, compliance and trading over the last 6 years.
- [Charles River Adds Thomson Reuters Pricing & Reference Data to its Managed Data Service](https://www.crd.com/news/press-releases/2014/Charles-River-Adds-Thomson-Reuters-Pricing-Reference-Data-to-Managed-Data-Service): Press Release Charles River Adds Thomson Reuters Pricing & Reference Data to its Managed Data Service October 15, 2014 Boston and New York – Charles River, a front and middle office investment management solution provider, has enhanced its Managed Data Service with the addition of Thomson Reuters pricing and reference data. This is the latest
- [Johnson Investment Counsel Positions for Growth with Charles River IMS for Wealth and Institutional Asset Management](https://www.crd.com/news/press-releases/2018/Johnson-Investment-Counsel-Positions-for-Growth-with-Charles-River-IMS): Press Release Johnson Investment Counsel Positions for Growth with Charles River IMS for Wealth and Institutional Asset Management July 10, 2018 Boston — July 10, 2018 — Johnson Investment Counsel, Inc., Ohio’s largest independent wealth management firm, has chosen the Charles River Investment Management Solution (Charles River IMS) for its institutional and wealth management businesses. Implementing
- [Charles River Receives WealthBriefing Asia ‘Best Portfolio Management’ Award for 2018](https://www.crd.com/news/press-releases/2018/charles-river-receives-wealthbriefing-asia-best-portfolio-management-award/): Charles River Development has won “Best Portfolio Management Solution” at this year’s WealthBriefing Asia Awards. Presented on 31st May in Singapore, this is the second wealth management award this year recognising the Charles River Investment Management Solution (Charles River IMS).
- [Societe Generale in Luxembourg Centralises Trading on Charles River IMS](https://www.crd.com/news/press-releases/2018/societe-generale-centralises-trading-on-charles-river-ims/): Societe Generale in Luxembourg, namely Societe Generale Bank and Trust (SGBT), has deployed the Charles River Investment Management Solution (Charles River IMS) as the enterprise trading platform for its private banking network and for the firm’s outsourced buy side order execution service, I-DEAL.
- [Portfolio Analytics](https://www.crd.com/solutions/portfolio-analytics/): Portfolio Analytics CHARLES RIVER PORTFOLIO ANALYTICS provides critical insight into investment risks, opportunities and performance for institutional asset managers. It combines all of the necessary capabilities, data, analytics and benchmarks portfolio managers need to construct and manage large multi-asset portfolios on one platform. ALL PORTFOLIO AND RISK ESSENTIALS ON ONE PLATFORM – Firms can eliminate
- [Charles River Moves London Office to Support European Growth](https://www.crd.com/news/press-releases/2018/Charles-River-Moves-London-Office-to-Support-European-Growth): Charles River has moved its EMEA headquarters to a larger office in the centre of the City of London. The new location will accommodate the expansion of the EMEA business and the growing number of investment management clients throughout the region.
- [Video - Supporting Multi-Asset Product Management with Cloud-based Technology & Workflow Automation](https://www.crd.com/news/video-library/supporting-multi-asset-product-management-with-cloud-based-technology-workflow-automation/): Responding to growing regulatory burdens and margin compression, buy-side firms are migrating to the cloud, automating workflows and launching multi-asset-class solutions. Dan Daum, Charles River Development and Dayle Scher, TABB Group, discuss.
- [Charles River Development Rolls Out New Capabilities at Client Conference Attracting Nearly 800 Attendees](https://www.crd.com/news/press-releases/2016/charles-river-development-rolls-out-new-capabilities-at-client-conference-attracting-nearly-800-attendees/): Press Release Charles River Development Rolls Out New Capabilities at Client Conference Attracting Nearly 800 Attendees June 29, 2016 Approximately 800 attendees from around the globe gathered at the Charles River 2016 Global Client Conference held June 12-15, 2016, at the Westin Boston Waterfront. With more than 75 sessions across 6 tracks, the two-and-a-half day
- [Video - Optimizing Fixed Income Execution](https://www.crd.com/news/video-library/optimizing-fixed-income-execution/): With the launch of MiFID II and 100+ new venues, fixed income firms are challenged to leverage the growing volumes of trade data. We explore how an OEMS helps the buy-side navigate the new trading landscape and emerging data management technologies.
- [Charles River Network](https://www.crd.com/services/charles-river-network/): Methodology and expertise maximize user satisfaction/value; approach standardizes workflows, directly connects interfaces/data to consolidate systems.
- [Form - Download the Brochure - Managing the Fixed Income Investment Process](https://www.crd.com/news/resources/form-download-the-brochure-managing-the-fixed-income-investment-process/): Managing the Fixed Income Investment Process with Charles River Managing institutional fixed income portfolios requires an enterprise solution with the flexibility to support multiple mandates and products. Download this brochure to learn how the Charles River IMS supports the fixed income investment process, from decision support to trading, and position management to post trade processing.
- [Service-Based Delivery](https://www.crd.com/solutions/service-based-delivery/): Charles River’s dedicated system specialists develop a deep understanding of each client and how to providing the best quality of service.
- [Charles River Clients Successfully Deployed on Time for MiFID II Deadline](https://www.crd.com/news/press-releases/2018/charles-river-clients-successfully-deployed-on-time-for-mifid-ii-deadline/): Press Release Charles River Clients Successfully Deployed on Time for MiFID II Deadline January 30, 2018 London – January 30, 2018 — Charles River clients subject to the European Union’s Markets in Financial Instruments Directive II (MiFID II) are now able to comply using the Charles River Investment Management Solution (Charles River IMS). Charles River has
- [Video - Partners KCG BondPoint](https://www.crd.com/news/video-library/partners_kcg_bondpoint/): < Video Library Charles River Partners New Directions in Fixed Income Trading Find out how KCG BondPoint provides Charles River clients with access to live, streaming Fixed Income liquidity. Bill Vulpis, Managing Director, KCG BondPoint KCG BondPoint is a leading provider of electronic fixed income trading solutions that deliver access to centralized liquidity and automated, cost-efficient trade
- [Charles River Expands MiFID II Support by Adding Continuous Evaluated Pricing from ICE Data Services for Best Execution](https://www.crd.com/news/press-releases/2017/Charles-River-Expands-MiFIDII-Support-Adding-Continuous-Evaluated-Pricing-from-ICEDataServices): Press Release Charles River Expands MiFID II Support by Adding Continuous Evaluated Pricing from ICE Data Services for Best Execution December 21, 2017 Boston — December 21, 2017 — Charles River is helping clients prepare for the impending European Union’s Markets in Financial Instruments Directive II (MiFID II) requirements by incorporating ICE Data Services’ Continuous Evaluated
- [Compliance as a Service (CaaS)](https://www.crd.com/services/compliance-as-a-service-caas/): Compliance as a Service (CaaS) Compliance Services Charles River’s Compliance as a Service (CaaS) is an easy-to-deploy SaaS offering that allows asset managers to stay current with the ongoing and growing burden of regulatory requirements, without the need for large IT budgets or local resources. This innovative solution, fully managed in a private cloud, combines
- [Compliance Rule Advisory Service](https://www.crd.com/services/compliance-rule-advisory-service/): Compliance Rule Advisory Service Compliance Services The Charles River Compliance Rule Advisory Service extends the compliance organization to help manage an increasingly complex regulatory environment, meet demands for more stringent risk management, and support growth while controlling costs. Charles River’s deployment experience across a global client base gives our Compliance Services team a level of
- [Global Shareholder Disclosure Service (GSDS)](https://www.crd.com/services/global-shareholder-disclosure-service-gsds/): Global Shareholder Disclosure Service (GSDS) Compliance Services Charles River’s Global Shareholder Disclosure Service includes a global rule library, proactive monitoring, notification and interpretation of global rules to help subscribers comply with shareholder disclosure regulations for more than 85 jurisdictions. The service helps subscribers keep up with changes, understand the impact on their business and follow
- [Charles River Announces Global Shareholder Disclosure Service Leveraging aosphere's Rulefinder](https://www.crd.com/news/press-releases/2015/Charles_River_Announces_Global_Shareholder_Disclosure_Service_Leveraging_aosphere_Rulefinder): Press Release Charles River Announces Global Shareholder Disclosure Service Leveraging aosphere’s Rulefinder May 7, 2015 Boston – Charles River, an enterprise-wide front and middle office investment management solution provider, today announced a new Global Shareholder Disclosure Service (GSDS), that helps subscribers comply with shareholder disclosure regulations. GSDS includes a global rule library, and proactive monitoring,
- [EAM Investors Live on Charles River’s Expanded Data Management Service](https://www.crd.com/news/press-releases/2014/EAM-Investors-Live-on-Charles-River-Expanded-Data): Press Release EAM Investors Live on Charles River’s Expanded Data Management Service July 17, 2014 Boston – Charles River, a front and middle office investment management solution provider, today announced that EAM Investors, LLC, is live on the Charles River Data Service for batch reference and issuer data, real-time pricing, new security setup, and the
- [Luxembourg’s BCEE Live on Charles River IMS for Multi-Asset Portfolio Management](https://www.crd.com/news/press-releases/2014/Luxembourgs-BCEE-Live-on-Charles-River-IMS-for-Mu): Press Release Luxembourg’s BCEE Live on Charles River IMS for Multi-Asset Portfolio Management March 18, 2014 London — Charles River, an enterprise-wide, front and middle office investment management solution provider, today announced that BCEE Asset Management (BCEE-AM), a subsidiary of state-owned Banque et Caisse d’Epargne de l’Etat, Luxembourg, is live on the Charles River Investment
- [Thailand’s SCB Asset Management Live on Multi-asset Charles River IMS](https://www.crd.com/news/press-releases/2014/Thailand-SCB-Asset-Management-Live-on-Multi-Asset-Charles-River): Press Release Thailand’s SCB Asset Management Live on Multi-asset Charles River IMS September 17, 2014 Melbourne – Charles River, an enterprise-wide, front and middle office investment management solution provider, today announced that SCB Asset Management Company Limited (SCBAM) is live on the Charles River Investment Management Solution (Charles River IMS) for automated portfolio management, execution
- [Charles River Wins Second Consecutive “Best Portfolio Management Software Provider” at  MENA FM Fund Services Awards 2016](https://www.crd.com/news/press-releases/2016/Charles_River_Wins_Best_Portfolio_Management_Software_Provider_MENA_FM_Awards): Press Release Charles River Wins Second Consecutive “Best Portfolio Management Software Provider” at MENA FM Fund Services Awards 2016 February 23, 2016 Boston, MA — Charles River, a front and middle office investment management solution provider, today announced that for the second consecutive year it was named “Best Portfolio Management Software Provider” at the MENA FM
- [Charles River’s SaaS-based Solution Awarded Global ISO 27001 Security Certification](https://www.crd.com/news/press-releases/2016/Charles_River_SaaS-based_Solution_Awarded_Global_ISO_27001_Security_Certification): Press Release Charles River’s SaaS-based Solution Awarded Global ISO 27001 Security Certification January 5, 2016 Boston, MA – Charles River, a front and middle office investment management solution provider, today announced that its SaaS-based solution is now ISO 27001 security certified globally for Cloud-Based Application Management, Compliance Advisory Services and the Charles River FIX Network.
- [Charles River Wins “Best Fixed Income Trading Platform” at 2016 Wall Street Letter Institutional](https://www.crd.com/news/press-releases/2016/Charles_River_Wins_Best_Fixed_Income_Trading_Platform_at_2016_Wall_Street_Letter_Institutional_Awards): Press Release Charles River Wins “Best Fixed Income Trading Platform” at 2016 Wall Street Letter Institutional Trading Awards February 29, 2016 Boston, MA — Charles River, a front and middle office investment management solution provider, today announced that the Charles River Investment Management Solution (Charles River IMS) was named “Best Fixed Income Trading Platform” at
- [Milford Asset Management Live on Charles River’s Hosted Investment Management Solution](https://www.crd.com/news/press-releases/2016/Milford_Asset_Management_Live_on_Charles_Rivers_Hosted_Investment_Management_Solution): Press Release Milford Asset Management Live on Charles River’s Hosted Investment Management Solution March 2, 2016 Melbourne, Australia – Charles River, a front and middle office investment management solution provider, today announced that Milford Asset Management, a leading investment management firm based in Auckland, New Zealand, is live on the hosted Charles River Investment Management
- [UK’s Affirmative Investment Managers Selects Charles River’s SaaS-based Solution](https://www.crd.com/news/press-releases/2016/uks-affirmative-investment-managers-selects-charles-rivers-saas-based-solution/): Press Release UK’s Affirmative Investment Managers Selects Charles River’s SaaS-based Solution June 7, 2016 London – Charles River, a front and middle office investment management solution provider, today announced that dedicated green bond specialist Affirmative Investment Managers (AIM) has selected the SaaS-based Charles River Investment Management Solution (Charles River IMS). AIM users will have a
- [Charles River Wins “Best Integrated Front-Office Platform” at Buy-Side Technology Awards 2016](https://www.crd.com/news/press-releases/2016/charles-river-wins-best-integrated-front-office-platform-at-buy-side-technology-awards-2016/): Press Release Charles River Wins “Best Integrated Front-Office Platform” at Buy-Side Technology Awards 2016 November 14, 2016 Boston, MA – For the fifth time Charles River has won “Best Integrated Front-Office Platform” at the 10th Annual Buy-Side Technology Awards 2016. Presented on November 4th in London, the awards acknowledge excellence among the leading providers of
- [Charles River Wins “Best Portfolio Management Solution” at WealthBriefing Singapore Awards 2015](https://www.crd.com/news/press-releases/2015/Charles_River_Wins_Best_Portfolio_Management_Solution_at_Wealth_Briefing_Singapore): Press Release Charles River Wins “Best Portfolio Management Solution” at WealthBriefing Singapore Awards 2015 April 20, 2015 Melbourne, Australia – Charles River, a front- and middle-office investment management solution provider, was named “Best Portfolio Management Solution” at the WealthBriefing Singapore Awards 2015. Presented on April 16th, the WealthBriefing Singapore Awards honor technology providers in the
- [Charles River Wins Second Consecutive "Best OTC Derivatives Trading Platform" at 2015 Wall Street Letter Institutional Awards](https://www.crd.com/news/press-releases/2015/Charles_River_Wins_Second_Consecutive_Best_OTC_Derivatives_Trading_Platform_at_2015_Wall_Street_Letter_Awards): Press Release Charles River Wins Second Consecutive “Best OTC Derivatives Trading Platform” at 2015 Wall Street Letter Institutional Awards February 11, 2015 Boston – Charles River, a front and middle office investment management solution provider, today announced that for the second consecutive year, The Charles River Investment Management Solution (Charles River IMS) was named “Best
- [Hong Kong’s Value Partners Group Selects Charles River’s Investment Management Solution](https://www.crd.com/news/press-releases/2015/Hong_Kongs_Value_Partners_Group_Selects_Charles_River_Investment_Management_Solution): Press Release Hong Kong’s Value Partners Group Selects Charles River’s Investment Management Solution February 25, 2015 Melbourne, Australia – Charles River, an enterprise-wide, front and middle office investment management solution provider, today announced that Value Partners Group (“Value Partners”), a Hong Kong-listed asset management company, has selected The Charles River Investment Management Solution (Charles River
- [Tokyo Office Opening JP](https://www.crd.com/news/press-releases/2015/JP_Charles_River_Expands_Asia-Pacific_Operations_with_New_Tokyo_Office): Press Release ニュースリリース チャールズリバーがアジア太平洋エリアでの業務拡大に伴い東京オフィスを メルボルン – 2015年7月27日 – フロントミドルオフィス向け投資管理ソリューションを提供するチャールズリバーは、成長を続ける日本市場及び、チャールズリバーの投資管理ソリューション (Charles River IMS)のホスティングサービスに対するお客様からのご要望の高まりに対応するために、東京オフィスを移転しました。 チャールズリバーのアジア太平洋地域の統括責任者であるキャメロン・フィールドは言います。「チャールズリバーは2007年より日本のお客様のために現地 でのサポートを提供して来ました。」「私たちの新しい、拡大されたオフィスは、私たちのサービス提案に対し高まり続ける市場の要望に対し、直接おこたえす るものです。私たちは私たちの地域営業及びマネージド・サービス専門のスタッフを拡充して参りました。私たちの新たなオフィスは、東京の金融街の中心にあ り、可能な限りお客様の近くに私たちの全てのチームを配置します。」 チャールズリバーはアジア太平洋地域において、14ヶ国にまたがり、138のお客様の拠点にサービスを提供しています。チャールズリバーはメルボルンに地域統括拠点を置き、北京、香港、及びシンガポールにオフィスを構えています。 チャールズリバーについて チャールズリバーは、エンド・ツー・エンドの自動化されたフロント及びミドルオフィス向けの複数資産にまたがる単一プラットフォームによる投資管理機能を 提供しています。ホスティングサービスにより提供されるソリューションは、データの品質及び投資のプロフェッショナルな生産性を改善し、リスクを管理し、 テクノロジーのコストを低減します。チャールズリバーは、40以上の国と地域において350以上の機関投資家、ファンドマネージャ、富裕層向け投資、オル タナティブ投資、保険、銀行および年金市場のお客様にサービスを提供しています。 Press Releases: 2017 › 2016 › 2015 › 2014 › Awards Insights Events
- [Charles River’s 2015 EMEA Client Conference Showcases Asset Management Trends and Solutions](https://www.crd.com/news/press-releases/2015/Charles_River_2015_EMEA_Client_Conference_Showcases_Asset_Management_Trends_and_Solutions): Press Release Charles River’s 2015 EMEA Client Conference Showcases Asset Management Trends and Solutions October 13, 2015 London – Charles River, a front and middle office investment management solution provider, today announced that nearly 200 attendees representing over 45 firms from 15 countries participated in its 2015 EMEA Client Conference, held October 7th and 8th
- [Charles River Wins “Best Buy-Side OMS” at Buy-Side Technology Awards 2015](https://www.crd.com/news/press-releases/2015/Charles_River_Wins_Best_Buy-Side_OMS_at_Buy-Side_Technology_Awards_2015): Press Release Charles River Wins “Best Buy-Side OMS” at Buy-Side Technology Awards 2015 November 10, 2015 Boston – Charles River, a front and middle office investment management solution provider, today announced that the Charles River Investment Management Solution (Charles River IMS) won “Best Buy-Side Order Management Solution” at the Buy-Side Technology Awards 2015. Presented on
- [Madison Investment Advisors Selects Charles River IMS as a Hosted Service](https://www.crd.com/news/press-releases/2015/Madison_Investment_Advisors_Selects_Charles_River_IMS_as_a_Hosted_Service): Press Release Madison Investment Advisors Selects Charles River IMS as a Hosted Service October 20, 2015 Boston, MA – Charles River, a front and middle office investment management solution provider, today announced that investment and wealth management firm Madison Investment Advisors (Madison) has selected the Charles River Investment Management Solution (Charles River IMS) delivered as
- [RIA South Texas Money Management Live on Charles River IMS as a Hosted Service](https://www.crd.com/news/press-releases/2015/RIA_South_Texas_Money_Management_Live_on_Charles_River_IMS_as_a_Hosted_Service): Press Release RIA South Texas Money Management Live on Charles River IMS as a Hosted Service October 15, 2015 Boston – Charles River, a front and middle office investment management solution provider, today announced that registered investment advisory firm South Texas Money Management (STMM) is live on the Charles River Investment Management Solution (Charles River
- [Charles River Wins “Best Portfolio Management Solution” at WealthBriefing Swiss Awards 2017](https://www.crd.com/news/press-releases/2017/charles-river-wins-best-portfolio-management-solution-at-wealthbriefing-swiss-awards-2017/): Press Release Charles River Wins “Best Portfolio Management Solution” at WealthBriefing Swiss Awards 2017 February 13, 2017 London – Charles River Development has won “Best Portfolio Management Solution” at the WealthBriefing Switzerland Awards 2017. Presented on February 9th in Geneva, the WealthBriefing awards honor technology vendors for developing innovative tools for Swiss wealth management firms.
- [Charles River’s 2017 EMEA Client Conference Helps Buy-Side Firms Respond to Market, Regulatory and Business Change](https://www.crd.com/news/press-releases/2017/Charles_River_2017_EMEA_Client_Conference_Helps_Buy-Side_Firms_Respond_to_Market_Regulatory_and_Business_Change): Press Release Charles River’s 2017 EMEA Client Conference Helps Buy-Side Firms Respond to Market, Regulatory and Business Change March 15, 2017 London – More than 150 attendees representing over 40 firms from 16 countries participated in Charles River Development’s 2017 EMEA Client Conference, held March 7th and 8th in London. Charles River managers, clients and
- [Thailand’s SCB Asset Management Enhances Portfolio Decision Support with Charles River IMS](https://www.crd.com/news/press-releases/2017/Thailands_SCB_Asset_Management_Enhances_Portfolio_Decision_Support): SCB Asset Management (SCBAM) is live with enhanced portfolio management capabilities in the Charles River Investment Management Solution.
- [Charles River Wins "Best Buy-Side Compliance Product" at Buy-Side Technology Awards 2014](https://www.crd.com/news/press-releases/2014/Charles_River_Wins_Best_Buy-Side_Compliance_Product_at_Buy-Side_Technology_Awards): Press Release Charles River Wins “Best Buy-Side Compliance Product” at Buy-Side Technology Awards 2014 November 10, 2014 Boston – Charles River, a front- and middle-office investment management solution provider, today announced that the Charles River Investment Management Solution (Charles River IMS) was named “Best Buy-Side Compliance Product” at the Buy-Side Technology Awards 2014. “Charles River
- [Charles River Wins "Best Portfolio Management Software Provider" at MENA FM Fund Services Awards](https://www.crd.com/news/press-releases/2015/Charles_River_Wins_Best_Portfolio_Management_Software_Provider_at_MENA_FM_Fund_Services_Awards): Press Release Charles River Wins “Best Portfolio Management Software Provider” at MENA FM Fund Services Awards February 03, 2015 Boston, MA – Charles River, a front- and middle-office investment management solution provider, was named “Best Portfolio Management Software Provider” at the MENA FM Fund Services Awards 2015. Presented on January 27th in Dubai, the MENA
- [Charles River Wins "Best Portfolio Management Solution Provider" at Family Wealth Report Awards 2015](https://www.crd.com/news/press-releases/2015/Charles_River_Wins_Best_Portfolio_Management_Solution_Provider_at_Family_Wealth_Report_Awards_2015): Press Release Charles River Wins “Best Portfolio Management Solution Provider” at Family Wealth Report Awards 2015 March 16, 2015 Boston, MA – Charles River, a front and middle office investment management solution provider, was named “Best Portfolio Management Solution Provider” at the Family Wealth Report Awards 2015. Presented on March 12th in New York City,
- [Charles River Wins "Best Portfolio Management" Solution for Wealth Managers at WealthBriefingAsia Singapore Awards 2014](https://www.crd.com/news/press-releases/2014/Charles-River-Wins-at-WeathBriefingAsia-Awards): Press Release Charles River Wins “Best Portfolio Management” Solution for Wealth Managers at WealthBriefingAsia Singapore Awards 2014 June 4, 2014 Melbourne – Charles River, a front and middle office investment management solution provider, today announced that the Charles River Investment Management Solution (Charles River IMS) won “Best Portfolio Management” at the WealthBriefingAsia Singapore Awards 2014.
- [Charles River Unveils Wealth Hub to Automate Asset Manager-Sponsor Communications](https://www.crd.com/news/press-releases/2014/Charles_River_Unveils_Wealth_Hub_to_Automate_Asset_Manager-Sponsor_Communications): Press Release Charles River Unveils Wealth Hub to Automate Asset Manager-Sponsor Communications July 9, 2014 Boston – Charles River, a front and middle office investment management solution provider, today unveiled the Charles River Wealth Hub which allows asset managers with managed accounts to consolidate trades and securely distribute account and model updates to all applicable
- [Charles River Unveils Integrated Investment Book of Record (IBOR) Solution](https://www.crd.com/news/press-releases/2014/Charles-River-Unveils-Integrated-IBOR): Press Release Charles River Unveils Integrated Investment Book of Record (IBOR) Solution March 13, 2014 Boston — Charles River, an enterprise-wide front and middle office investment management solution provider, today unveiled a new strategic Investment Book of Record (IBOR) offering that integrates real-time positions, corporate actions, and reconciliation from back-office systems, fund administrators and custodians
- [Charles River to Host 2016 Global Client Conference in Boston, June 12-15](https://www.crd.com/news/press-releases/2015/Charles_River_to_Host_2016_Global_Client_Conference_in_Boston_June_12-15): Press Release Charles River to Host 2016 Global Client Conference in Boston, June 12-15 November 24, 2015 Boston -Charles River, a front and middle office investment management solution provider, today announced that the 2016 Charles River Global Client Conference will be held June 12-15 in Boston at the Westin Waterfront. The 2-1/2 day event is
- [Charles River to Host 2015 EMEA Client Conference in London](https://www.crd.com/news/press-releases/2015/Charles_River_to_Host_2015_EMEA_Client_Conference_in_London): Press Release Charles River to Host 2015 EMEA Client Conference in London July 1, 2015 London – Charles River, a front and middle office investment management solution provider, today announced that the Charles River EMEA Client Conference 2015 will be held October 7-8 in London. Over 150 representatives from firms across EMEA are expected to
- [Charles River Survey Ranks Market & Operational Challenges for Fixed Income Traders](https://www.crd.com/news/press-releases/2015/Charles_River_Survey_Ranks_Market_Operational_Challenges_for_Fixed_Income_Traders): Press Release Charles River Survey Ranks Market & Operational Challenges for Fixed Income Traders June 25, 2015 Boston – Charles River, an enterprise-wide front and middle office investment management solution provider, today announced survey results of market and operational challenges facing Fixed Income trading desks. Conducted during a recent webinar with over 100 global Buy-Side
- [Charles River Survey Ranks Business Drivers for Consolidating Asset Manager-Sponsor Communications](https://www.crd.com/news/press-releases/2014/Charles-River-Survey-Ranks-Business-Drivers-Wealth-Hub): Press Release Charles River Survey Ranks Business Drivers for Consolidating Asset Manager-Sponsor Communications August 05, 2014 Boston – Charles River, an enterprise-wide front and middle office investment management solution provider, today announced results of an Asset Manager-to-Sponsor Communications survey conducted last week with over 100 participants during a webinar. Over three-quarters of participants cited the
- [Charles River Survey Ranks Business Drivers for an Integrated IBOR](https://www.crd.com/news/press-releases/2014/Charles-River-Survey-Ranks-Business-Drivers-for-an): Press Release Charles River Survey Ranks Business Drivers for an Integrated IBOR April 7, 2014 Boston Charles River, an enterprise-wide front and middle office investment management solution provider, today announced results of an Investment Book of Record (IBOR) business drivers survey conducted last week with over 350+ Buy-Side participants during a webinar. Over two-thirds of
- [Charles River Relocates Melbourne Office to Support Asia Pacific Growth and Increased SaaS Demand](https://www.crd.com/news/press-releases/2017/Charles_River_Relocates_Melbourne_Office_to_Support_Asia_Pacific_Growth_and_Increased_SaaS_Demand): Press Release Charles River Relocates Melbourne Office to Support Asia Pacific Growth and Increased SaaS Demand March 28, 2017 Melbourne – Charles River has relocated its Asia Pacific regional headquarters to a new office in Melbourne. The move is in response to regional growth and increased market demand for Software as a Service (SaaS) deployment
- [Charles River Named Among the Top Global Financial Technology Providers](https://www.crd.com/news/press-releases/2015/Charles_River_Named_Among_the_Top_Global_Financial_Technology_Providers): Press Release Charles River Named Among the Top Global Financial Technology Providers October 7, 2015 Boston – Charles River, a front and middle office investment management solution provider, has been named one of world’s leading financial technology providers by two prestigious industry rankings. Charles River earned No. 53 in the IDC Financial Insights FinTech Top
- [Charles River Launches Compliance as a Service](https://www.crd.com/news/press-releases/2014/Charles-River-Launches-Compliance-as-a-Service): Press Release Charles River Launches Compliance as a Service June 05, 2014 Boston – Charles River, an enterprise-wide front and middle office investment management solution provider, today launched Charles River Compliance as a Service (Charles River CaaS), a cloud-based offering for asset managers that integrates software, data, and services in a hosted environment. The solution
- [Charles River IMS wins Best Buy-Side Compliance Product at Buy-Side Technology Awards 2017](https://www.crd.com/news/press-releases/2017/charles-river-ims-wins-best-buy-side-compliance-product-at-buy-side-technology-awards-2017/): Charles River Compliance has won “Best Buy-Side Compliance Product” in the 2017 Buy-Side Technology Awards.
- [Charles River IMS Named "Best Portfolio Management Solution" at WealthBriefing European Awards 2015](https://www.crd.com/news/press-releases/2015/Charles_River_IMS_Named_Best_Portfolio_Management_Solution_at_WealthBriefing_European_Awards_2015): Press Release Charles River IMS Named “Best Portfolio Management Solution” at WealthBriefing European Awards 2015 May 5, 2015 London – Charles River, a front and middle office investment management solution provider, today announced that the Charles River Investment Management Solution (Charles River IMS) won “Best Portfolio Management Solution” at the WealthBriefing European Awards 2015. Presented
- [Charles River IMS Named "Best Order Management System 2015" by AsianInvestor](https://www.crd.com/news/press-releases/2015/Charles_River_IMS_Named_Best_Order_Management_System_2015_by_AsianInvestor): Press Release Charles River IMS Named “Best Order Management System 2015” by AsianInvestor March 12, 2015 Melbourne – Charles River, a front and middle office investment management solution provider, today announced that The Charles River Investment Management Solution (Charles River IMS) was named “Best Order Management System” in the AsianInvestor Annual Trading Poll 2015. Charles
- [Charles River Hosts December 8th Global Webinar on Compliance & Global Shareholder Disclosure](https://www.crd.com/news/press-releases/2016/charles-river-hosts-december-8th-global-webinar-on-compliance-global-shareholder-disclosure/): Press Release Charles River Hosts December 8th Global Webinar on Compliance & Global Shareholder Disclosure December 5, 2016 Boston, MA – Charles River announces Compliance & Managing Shareholder Disclosure, a complimentary webinar on Thursday, December 8, 2016 for global audiences. Experts from Charles River will share solutions for keeping pace with rule-writing, new regulations, maintenance
- [Charles River Expands SaaS-Based Solutions in 2014; Adds 31 New and Expanded Client Relationships](https://www.crd.com/news/press-releases/2015/Charles_River_Expands_SaaS-Based_Solutions_in_2014_Adds_31_New_and_Expanded_Client_Relationships): Press Release Charles River Expands SaaS-Based Solutions in 2014; Adds 31 New and Expanded Client Relationships May 1, 2015 Boston, MA – Charles River, a front and middle office investment management solution provider, today announced that in 2014 the company added 31 new and major expansions to client relationships across institutional, private wealth and alternative
- [Charles River Expands Its ISO-Certified Hosting Capabilities in Canada with CenturyLink](https://www.crd.com/news/press-releases/2016/charles-river-expands-its-iso-certified-hosting-capabilities-in-canada-with-centurylink/): Press Release Charles River Expands Its ISO-Certified Hosting Capabilities in Canada with CenturyLink December 13, 2016 Boston, MA – Charles River Development is expanding its private cloud through an agreement with CenturyLink. The arrangement opens up Charles River’s Software-as-a-Service offerings to Buy-Side clients in Canada which requires local residency for data and hosting providers. “We’ve
- [Charles River Expands IBOR Solution with Integrated Corporate Actions Data from Interactive Data](https://www.crd.com/news/press-releases/2014/Charles_River_Expands_IBOR_Solution_with_Integrated_Corporate_Actions_Data_from_Interactive_Data): Press Release Charles River Expands IBOR Solution with Integrated Corporate Actions Data from Interactive Data October 21, 2014 Boston and New York – Charles River, an enterprise-wide, front- and middle-office investment management solution provider has expanded its Investment Book of Record (IBOR) offering by integrating Interactive Data’s Corporate Actions Service as an integral part of
- [Charles River Expands Asia-Pacific Operations with New Tokyo Office](https://www.crd.com/news/press-releases/2015/Charles_River_Expands_Asia-Pacific_Operations_with_New_Tokyo_Office): Press Release Charles River Expands Asia-Pacific Operations with New Tokyo Office July 27, 2015 Melbourne – Charles River, a front and middle office investment management solution provider, has relocated to a new office in Tokyo to support continued growth in the Japanese market and meet increased client demand for the Charles River Investment Management Solution
- [Charles River Enhances Decision Support Tools in 2015; Adds over 30 New and Expanded Client Relationships](https://www.crd.com/news/press-releases/2016/charles-river-enhances-decision-support-tools-2015-adds-30-new-expanded-client-relationships/): Press Release Charles River Enhances Decision Support Tools in 2015; Adds over 30 New and Expanded Client Relationships March 29, 2016 Boston, MA -Charles River, a front and middle office investment management solution provider, today announced that in 2015 it added over 30 new and major expansions to client relationships across institutional, wealth and alternative
- [Charles River Discusses Increased Adoption of Integrated Front-Office Solutions by APAC Wealth Managers at Wealth Briefing Asia 2014 in Singapore](https://www.crd.com/news/press-releases/2014/Charles-River-Discusses-Increased-Adoption-of-Integrated-Front-Office-Solutions-by-APAC-Wealth-Managers-Wealth-Briefing-Asia-2014-Singapore): Press Release Charles River Discusses Increased Adoption of Integrated Front-Office Solutions by APAC Wealth Managers at Wealth Briefing Asia 2014 in Singapore November 11, 2014 Melbourne – Charles River, an enterprise-wide, front and middle office investment management solution provider, participated in a panel discussion of operational strategies for private banks in Asia Pacific at Wealth Briefing
- [Charles River Development Prepares Clients for MiFID II; Offers New Capabilities](https://www.crd.com/news/press-releases/2016/charles-river-development-prepares-clients-for-mifid-ii-offers-new-capabilities/): Press Release Charles River Development Prepares Clients for MiFID II; Offers New Capabilities November 22, 2016 Boston – Asset Managers are faced with sweeping changes as a result of European policy makers amending regulations under the Markets in Financial Instruments Directive II (MiFID II). Charles River Development offers trading and reporting capabilities to comply with
- [Charles River Development Achieves ISO 27001 Security Certification Companywide](https://www.crd.com/news/press-releases/2017/charles-river-development-achieves-iso-27001-security-certification-companywide/): Press Release Charles River Development Achieves ISO 27001 Security Certification Companywide January 12, 2017 Charles River Development has received the International Standard Organization (ISO) 27001 security certification across all its products, services, offices and operations globally. The company previously received certification for its cloud-based Application Management, Compliance Advisory Services, and Charles River FIX Network in
- [Charles River and UnaVista Partner to Automate Transaction Reporting as Part of MiFID II Solution](https://www.crd.com/news/press-releases/2017/charles-river-and-unavista-partner-to-automate-transaction-reporting-as-part-of-mifid-ii-solution/): Charles River Development partners with UnaVista to automate Transaction reporting under the European Union’s Markets in Financial Directive II (MiFID II).
- [Charles River and Luminex Partner to Improve Liquidity Access and Streamline Trading](https://www.crd.com/news/press-releases/2017/Charles_River_and_Luminex_Partner_to_Improve_Liquidity_Access_and_Streamline_Trading): Charles River Development has certified Luminex Trading & Analytics LLC as a sweep partner for the Charles River Investment Management Solution.
- [Charles River and Northfield Expand Portfolio and Risk Analytics in Charles River IMS](https://www.crd.com/news/press-releases/2017/Charles-River-and-Northfield-Expand-Portfolio-and-Risk-Analytics): Charles River Development has formalized a partnership with Northfield Information Services Inc.
- [Charles River Adds Global Equity and Fixed Income Benchmarks to Managed Data Service](https://www.crd.com/news/press-releases/2014/Charles-River-Adds--Global-Equity-and-Fixed-Income): Press Release Charles River Adds Global Equity and Fixed Income Benchmarks to Managed Data Service April 8, 2014 Boston Charles River, a front and middle office investment management solution provider, has expanded the Charles River Data Service to provide constituent-level benchmark data delivered daily from many of the world’s leading equity and fixed income benchmark
- [Canada’s EdgePoint Investment Group Implements Charles River IMS as a Hosted Service](https://www.crd.com/news/press-releases/2015/EdgePoint_Investment_Group_Implements_Charles_River_IMS_as_a_Hosted_Service): Press Release Canada’s EdgePoint Investment Group Implements Charles River IMS as a Hosted Service August 6, 2015 Boston, MA – Charles River, a front and middle office investment management solution provider, today announced that EdgePoint Investment Group Inc. (EdgePoint), a global asset manager based in Toronto, is live on the hosted Charles River Investment Management
- [BMO Global Asset Management Asia and LGM Investments Select Cloud-based Charles River IMS for Hong Kong and London Operations](https://www.crd.com/news/press-releases/2014/Charles-River-Selected-by-BMO-Asia-and-LGM-Hong-Kong): Press Release BMO Global Asset Management Asia and LGM Investments Select Cloud-based Charles River IMS for Hong Kong and London Operations August 13, 2014 Melbourne, Australia – Charles River, an enterprise-wide, front and middle office investment management solution provider, today announced that BMO Global Asset Management has selected the Charles River Investment Management Solution (Charles
- [Bangkok Capital Asset Management Selects Charles River IMS to Support Business Growth](https://www.crd.com/news/press-releases/2016/bangkok-capital-asset-management-selects-charles-river-ims-to-support-business-growth/): Press Release Bangkok Capital Asset Management Selects Charles River IMS to Support Business Growth August 3, 2016 Melbourne, Australia – Bangkok Capital Asset Management has chosen the Charles River Investment Management Solution (IMS) as the consolidated front and middle office platform to support its asset management business. The SaaS-based Charles River IMS gives the Bangkok
- [New Charles River Whitepaper Discusses the Benefits of a Purpose-Built Buy-Side EDM](https://www.crd.com/news/press-releases/2015/New_Charles_River_Whitepaper_Discusses_the_Benefits_of_a_Purpose_Built_Buy-Side_EDM): Press Release New Charles River Whitepaper Discusses the Benefits of a Purpose-Built Buy-Side EDM August 19, 2015 Boston, MA – Charles River, a front and middle office investment management solution provider, released a new whitepaper examining how Buy-Side firms can benefit from a cloud-based enterprise data management (EDM) solution that is purpose-built for the front
- [Krung Thai Asset Management Public Co. Ltd. Selects Charles River IMS](https://www.crd.com/news/press-releases/2015/Krung_Thai_Asset_Management_Public_Co_Ltd_Selects_Charles_River_IMS): Press Release Krung Thai Asset Management Public Co. Ltd. Selects Charles River IMS August 3, 2015 Melbourne, Australia – Charles River, a front and middle office investment management solution provider, today announced that Krung Thai Asset Management Public Company Limited (KTAM), a leading asset management firm based in Bangkok, has selected the Charles River Investment
- [Phatra Enhances Multi-Asset Capability with Charles River](https://www.crd.com/news/press-releases/2017/phatra-enhances-multi-asset-capability-with-charles-river/): Press Release Phatra Enhances Multi-Asset Capability with Charles River June 6th, 2017 Melbourne – June 6, 2017 – Phatra Asset Management Company Limited, a leading Thai investment management firm, has upgraded to the Charles River Investment Management Solution (IMS) Version 9.8 for its domestic and global fixed income, equity, derivatives and money market operations. Charles
- [Services](https://www.crd.com/services/)
- [Video - Solution de contrôle et automation au service de la banque privée](https://www.crd.com/news/video-library/video-solution-de-controle-et-automation-au-service-de-la-banque-privee/): < Video Library Solution de contrôle et automation au service de la banque privée Charles River Senior Business Consultant, Olivier Wery explique comment la solution de gestion de patrimoine de Charles River soutient les divers besoins des conseillers, des banquiers privés et des gestionnaires de patrimoine grâce
- [Video- Webinar Recording - Continuing Preparations to Solve MiFID Challenges](https://www.crd.com/news/video-library/video-webinar-recording-continuing-preparations-to-solve-mifid-challenges/): Webinar: Continuing Preparations to Solve MiFID Challenges Hosted by Institutional Trader Presented by Shawn Kenyon, Senior Product Manager, Charles River Recorded February 2017 Share: Charles River’s MiFID Solution
- [Video - Thomson Reuters - Ensuring high quality data across the buy-side investment process](https://www.crd.com/news/video-library/video-thomson-reuters-ensuring-high-quality-data-across-the-buy-side-investment-process/): < Video Library Charles River Partner Series Ensuring High Quality Data Across the Buy-side Investment Process Accurate and comprehensive reference and pricing data is critical for buy-side risk modeling, portfolio management, compliance, and fund administration workflows. This is especially important for firms managing globally diversified multi-asset portfolios and to ensure that illiquid and exotic securities
- [Video - Using Factor Models to Build Better Portfolios](https://www.crd.com/news/video-library/northfield_using_factor_models/): Northfield’s multi-asset factor model helps buy-side firm decompose portfolios into risk factors, attribute manager performance & optimize their portfolios.
- [Video - Streamline the Fixed Income Investment Process with Charles River IMS](https://www.crd.com/news/video-library/video-streamline_the_fixed_income_investment_process/): Learn how Charles River’s multi-asset OEMS helps streamline the fixed income investment process.
- [Video - Wealth Management Asia Part 1 and 2](https://www.crd.com/news/video-library/video-wealth-management-asia-part-1-and-2/): < Video Library Charles River Solution Spotlight Part 1: Supporting Technology Engagement in Local Asian Markets In this video interview from Hubbis, Peter Sherriff of Charles River discusses how local banks in Asia need to approach the build-out of their technology as part of a strategy to grow their wealth management offerings. Share: Part
- [Video - Managing FX Workflows - 360T](https://www.crd.com/news/video-library/360T_Streamlining_Buy-Side_FX_Trading): Learn how 360T Trading Networks partners with Charles River to help buy side firms manage all of their FX trading needs on a single platform.
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- [Nomura Asset Management Expands Use of Charles River IMS Beyond Equity to Fixed Income, FX and Derivatives Operations](https://www.crd.com/news/press-releases/2014/Nomura-Asset-Management-Expands-Use-of-Charles): Press Release Nomura Asset Management Expands Use of Charles River IMS Beyond Equity to Fixed Income, FX and Derivatives Operations March 25, 2014 Melbourne — Charles River, an enterprise-wide, front and middle office investment management solution provider, today announced that Nomura Asset Management Co., Ltd. (Nomura) with 33 trillion Yen AUM, has successfully migrated its
- [Charles River’s EMEA Client Conference 2014 Highlights Buy-Side Trends and Cloud Solutions](https://www.crd.com/news/press-releases/2014/Charles-Rivers-EMEA-Client-Conference-2014-Highli): Press Release Charles River’s EMEA Client Conference 2014 Highlights Buy-Side Trends and Cloud Solutions March 31, 2014 London Charles River, a front and middle office investment management solution provider, today announced that over 150 attendees, representing 35 firms from 9 countries, participated in its EMEA Client Conference 2014, held March 26th and 27th in Windsor,
- [Delaware Investments Live on Charles River’s Cloud-Based Enterprise Solution](https://www.crd.com/news/press-releases/2014/Delaware_20Investments_20Live_20on_20Charles_20River): Press Release Delaware Investments Live on Charles River’s Cloud-Based Enterprise Solution April 03, 2014 Boston Charles River, an enterprise-wide, front and middle office investment management solution provider, today announced that Delaware Investments, a member of the Macquarie Group, is live on the private cloud-based Charles River Investment Management Solution (Charles River IMS) for portfolio management
- [Charles River’s 2014 Global Client Conference Showcases SaaS Strategy and Solutions](https://www.crd.com/news/press-releases/2014/Charles_River_2014_Global_Client_Conference_Showcases_SaaS_Strategy_and_Solutions): Press Release Charles River’s 2014 Global Client Conference Showcases SaaS Strategy and Solutions November 3, 2014 Boston – Charles River, an enterprise-wide, front and middle office investment management solutions provider, today announced that over 600 attendees representing 150 client firms and industry partners from 17 countries participated in its 2014 Global Client Conference, held October
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- [Cookie Disclosure](https://www.crd.com/cookie-disclosure): Charles River and providers operating on our behalf may use cookies and similar technologies such as web beacons, pixel tags, or other passive tracking methods.
- [Video - Charles River IMS on Microsoft Azure](https://www.crd.com/news/video-library/charles-river-on-microsoft-azure): Charles River IMS on Microsoft Azure helps set an industry standard for a cloud-based investment management solution. Scalable to accommodate business growth.
- [Video - State Street Alpha Overview](https://www.crd.com/news/video-library/state-street-alpha-overview): < Video Library Welcome to State Street AlphaSM More about Alpha From risk analytics and portfolio management through to trading, compliance and settlement, State Street Alpha can help you streamline and simplify your investment processes – all on one platform, with your choice of third-party data, analytics and applications. Want to learn more? Get in
- [Video - Portfolio Management and Risk Analytics](https://www.crd.com/news/video-library/portfolio-management-and-risk-analytics): Charles River IMS provides a complete solution for portfolio construction and optimization, risk forecasting, performance attribution and scenario analysis.
- [The Charles River Platform Solution](https://www.crd.com/news/events/tradeshow-contact): Charles River IMS is an enterprise platform that helps managers streamline and centralize their operating models with modern, cloud-based technology.
- [Video - State Street Alpha: Next-gen Data Management for Investment Firms](https://www.crd.com/news/video-library/alpha-next-gen-data-management-for-investment-firms/): Jeff Shortis spoke at TSAM London to discuss how we’re helping investment firms provide their front office with data-driven insights across the investment process.
- [Video - Empowering Institutional Investors with Differentiated Multi-Asset Analytics and Data](https://www.crd.com/news/video-library/empowering-institutional-investors-with-differentiated-multi-asset-analytics-and-data/): A discussion on how our partnership empowers investment firms and asset owners with MSCI’s differentiated data and analytics, seamlessly integrated in Charles River.
- [Macro Outlook - Time for Optimism?](https://www.crd.com/news/video-library/macro-outlook-time-for-optimism/): Lee Ferridge, Head of Macro Strategy, Americas, at State Street Global Markets discusses three bearish trends facing investors in 2023.
- [Video - Powering Scalable Portfolio Customization](https://www.crd.com/news/video-library/powering-scalable-portfolio-customization/): Demand for customized portfolios is accelerating. Qontigo and Charles River discuss how we’re enabling customization at scale, powered by the Axioma Portfolio Optimizer.
- [InvestOps USA](https://www.crd.com/investops-usa/): Charles River welcomes you to InvestOps USA! Charles River IMS is an enterprise platform that helps managers streamline and centralize their operating models with modern, cloudbased technology.
- [Krungsri Asset Management Adopts Charles River’s Strategic Cloud Solution](https://www.crd.com/press-releases/2023/krungsri-adopts-charles-rivers-strategic-cloud-solution/): Krungsri Asset Management, a leading Thai firm and long-term client, has transitioned their front office operation to Charles River’s strategic cloud solution.
- [About CRD Japan](https://www.crd.com/worldwide/apac/japanese/about-crd-japan/): チャールズリバー・デベロップメント自社開発システム(Charles River Investment Management Solution) は世界30ヵ国以上の銀行、生保、資産運用会社、ヘッジファンド等の使用実績があり、足元のシステム内搭載資産規模は30兆ドルを超過しました。
- [Japanese](https://www.crd.com/worldwide/apac/japan/): チャールズリバー インベストメント マネジメント ソリューション(IMS)
- [China](https://www.crd.com/worldwide/apac/china/): 学习更多关于 Charles River 投资管理 解决方案和查尔斯河在中国. Learn more about Charles River Development's Investment Management System (IMS) in China.
- [Helping Asset Allocators Become Data-Driven Organizations](https://www.crd.com/alpha/insights/helping-asset-allocators/): The ability to harness large volumes of data from multiple sources in a flexible and easily accessible manner creates new opportunities for asset allocators.
- [The Evolution of Data Management Services for Asset Managers](https://www.crd.com/alpha/insights/evolution-data-management-services/): Outsourcing the enterprise data management function enables investment management firms to rethink their operating models and focus on their core competencies.
- [Asia-Pacific](https://www.crd.com/worldwide/apac/): As a global solution provider, Charles River serves client sites across Asia-Pacific in Australia, China, Hong Kong, India, Indonesia, Japan, Korea, Malaysia, New Zealand, Singapore, Taiwan, Thailand, and Vietnam.
- [Charles River in China](https://www.crd.com/worldwide/apac/china/english): 学习更多关于 Charles River 投资管理 解决方案和查尔斯河在中国. Learn more about Charles River Development's Investment Management System (IMS) in China.
- [EMEA](https://www.crd.com/worldwide/emea/): Charles River maintains a local presence in all major financial centers worldwide. Charles River has regional headquarters in London and an office in Dublin.
- [Latin-America](https://www.crd.com/worldwide/latin-america/): Charles River has sales & service partners in São Paulo, Mexico City, and Santiago including firms across Brazil, Chile, Mexico, and Panama.
- [North America](https://www.crd.com/worldwide/north-america/): Charles River maintains a local presence in all major financial centers worldwide. Charles River has headquarters in Burlington, MA and offices in New York and Toronto.
- [Insight: Helping Asset Allocators Become Data-Driven Organizations](https://www.crd.com/alpha/insights/helping-asset-allocators-insight/): The ability to harness large volumes of data from multiple sources in a flexible and easily accessible manner creates new opportunities for asset allocators.
- [Empowering Asset Managers through Data Driven Transformation](https://www.crd.com/alpha/insights/empowering-asset-managers): An effective data management strategy can help firms uncover new insights, better serve emerging requirements, and bring new products to market faster.
- [Video - State Street Alpha & FactSet: Leveraging Differentiated Data & Portfolio Analytics](https://www.crd.com/news/video-library/state-street-alpha-factset): Partnering with Factset provides clients with differentiated analytics and data sources across the investment lifecycle.
- [Video - Gaining Visibility into Multi-Asset Trading Performance with BestX](https://www.crd.com/news/video-library/gaining-visibility-into-multi-asset-trading-performance-with-bestx/): Our partnership and seamless integration with BestX provides comprehensive transaction cost analysis (TCA) capabilities across asset classes.
- [Charles River Partners with OTAS to Improve Trading Efficiency and Transparency for Buy-Side Firms](https://www.crd.com/news/press-releases/2017/charles-river-partners-with-otas-to-improve-trading-efficiency-and-transparency-for-buy-side-firms/): Press Release Charles River Partners with OTAS to Improve Trading Efficiency and Transparency for Buy-Side Firms May 4, 2017 Boston – Charles River Development announced it has partnered with OTAS Technologies and incorporated OTAS’s global equity trading analytics in the Charles River Investment Management Solution (Charles River IMS). The partnership makes OTAS’s trade analytics available
- [Charles River Relocates Singapore Office to Support Continued Growth in Asia Pacific](https://www.crd.com/news/press-releases/2019/charles-river-relocates-singapore-office): The office is a larger site in the centre of the Financial district to support continued growth & meet increasing demand for the Charles River IMS.
- [Press Releases 2020](https://www.crd.com/news/press-releases/2020/): Charles River Development's complete list of Press Releases (PR) from the year 2020 including client and partner news, awards and updates.
- [Transitioning from LIBOR](https://www.crd.com/solutions/compliance/libor): Charles River has been supporting our clients through the retirement of LIBOR with data sourcing, analytics methodologies, and trading workflows.
- [Press Releases 2021](https://www.crd.com/news/press-releases/2021/): Current Press Releases (PR) for Charles River Development including company, partner and client news.
- [Press Releases 2019](https://www.crd.com/news/press-releases/2019/): Charles River Development's complete list of Press Releases (PR) from the year 2019 including client and partner news, awards and updates.
- [Charles River and DirectBooks Announce Collaboration to Streamline Primary Issuance in Charles River](https://www.crd.com/press-releases/2022/charles-river-and-directbooks-announce-collaboration): Charles River announced a collaboration with DirectBooks enabling investment firms to manage primary issuance workflows in the Charles River IMS.
- [Charles River & A360: Optimizing the Digital Wealth Experience](https://www.crd.com/news/video-library/a360-optimizing-digital-wealth-experience): Modern tech offers wealth managers & advisors with the right tools to succeed. We discuss our partnership and the possible solutions to better leverage tech in the wealth space.
- [Snowflake Summit: Modernizing Data Architecture for Capital Markets](https://www.crd.com/news/video-library/snowflake-summit-modernizing-data-architecture): Learn why State Street chose Snowflake as the foundation of the Alpha Data Platform and the synergies enabled by our partnership to gain faster investment insights.
- [Video - The Evolution of OEMS Strategies and Front to Back Platforms](https://www.crd.com/news/video-library/evolution-of-oems-strategies): Watch the TradeTV interview about our cross-asset capabilities and how open architecture, interoperability and front-to-back platforms are reshaping fintech.
- [Video - Trader TV Interview with Charles River and BondCliq](https://www.crd.com/news/video-library/tradertv-interview-with-charles-river-and-bondcliq): Charles River’s collaboration with BondCliq helps bond traders by helping ensure timely and comprehensive pricing data.
- [Video - The Evolution of Direct Indexing](https://www.crd.com/news/video-library/the-evolution-of-direct-indexing): This MMI Advisory Insight discusses the industry trends and innovations in tech that have enabled the recent surge around direct indexing.
- [ESG for Wealth Management: A Paradigm Shift](https://www.crd.com/news/video-library/esg-for-wealth-management): Charles River and OpenInvest discuss the current paradigm shift toward personalization in ESG investing across the wealth industry and new opportunities.
- [Futuregrowth Asset Management Adopts Charles River for Managing Fixed Income Strategies](https://www.crd.com/press-releases/2022/futuregrowth-asset-management-adopts-charles-river): Futuregrowth Asset Management (FGAM), a South African Asset Manager, has selected the Charles River IMS as their new front office investment system.
- [Learn More Form](https://www.crd.com/learn-more): Contact us to learn more. The Charles River Investment Management Solution (IMS) automates front and middle office processes for buy-side firms.
- [Tradeshow Form](https://www.crd.com/news/events/tradeshow-form/): Meet us at upcoming Charles River industry events, panel discussions and forums covering trading, portfolio management, compliance and wealth management.
- [Rathbone Funds Adopts Charles River IMS and State Street Alpha Data Platform](https://www.crd.com/press-releases/2022/rathbone-adopts-charles-river-ims-and-alpha-data-platform/): Rathbones has selected Charles River IMS to support their equity, fixed income and multi-asset portfolio management on the Alpha Data Platform (ADP).
- [Charles River Launches Tailored Portfolio Solutions, Integrates Axioma Portfolio Optimizer](https://www.crd.com/press-releases/2022/charles-river-launches-tailored-portfolio-solutions-integrates-axioma-portfolio-optimizer): This enables managers to provide high-value, fully customized portfolios at scale to meet investor expectations, improve outcomes, increase efficiency, and manage costs.
- [Charles River Development Announces Collaboration with Precisely to Incorporate Enterprise Data Governance in State Street Alpha Data Platform](https://www.crd.com/news/press-releases/2022/charles-river-announces-collaboration-with-precisely): Precisely’s data governance solution, Data360 Govern, will be incorporated into the State Street Alpha Data Platform to provide streamlined governance, lineage, and cataloging capabilities.
- [Privacy Statement](https://www.crd.com/privacy-statement/): This Privacy Statement describes Charles River’s practices regarding the use and disclosure of information about individuals that we collect and use.
- [Charles River and LedgerEdge Announce Collaboration to Provide DLT-Enabled Corporate Bond Liquidity and Trading Services](https://www.crd.com/news/press-releases/2022/charles-river-and-ledgeredge-announce-collaboration): A collaboration with LedgerEdge to provide investment firms with access to corporate bond liquidity from the LedgerEdge ecosystem via the Charles River Inventory Hub and OEMS.
- [Video - Charles River & Qontigo: Next Phase of Our Partnership](https://www.crd.com/news/newsvideo-library/video-charles-river-qontigo-next-phase-of-our-partnership/): Qontigo & Charles River discuss topics including synergies within the partnership, key trends in fixed income and their shared view on open architecture.
- [Charles River IMSをMicrosoft® Azure上で提供](https://www.crd.com/worldwide/apac/japan/azure): Charles River IMSをMicrosoft® Azure上で提供 常に進化を続ける資産運用業界は、市場の不安定性、マージンの圧縮、規制の強化、業界再編など、様々な問題に直面しています。クラウド・ベースのソリューションは、投資運用会社の成長とイノベーションに不可欠な耐障害性（resilience）、拡張性（scalability）、運用能力（performance）を提供します。 チャールズリバーは、マイクロソフト社とのコラボレーションを通して、拡張性が高く、堅牢で、優れた運用能力を備えたクラウド・ベースの投資管理プラットフォームを提供します。チャールズリバーがマイクロソフト社のMicrosoft® Azure上で提供する戦略的クラウド・ソリューションであるチャールズリバー投資管理システム（Charles River IMS）は、よりタイムリーな投資決定を可能し、規制上の要件を満たし、既存の経営資源を活用するオーガニックな拡大を目指す買収による成長戦略をサポートします。プロアクティブな脅威管理システム及び簡素化された災害復旧システムを備えた堅牢なクラウド環境の整備は、資産運用会社に顧客が必要とする投資商品の提供に専念することを可能にします。Azure上で提供されるCharles Rivers IMSの詳細な機能は こちらでご覧ください。 主要なメリット 運用能力・拡張性 グローバル展開と地理的近接性による運用能力の拡充 オンデマンド・プロビジョニング 予測分析及び処方的分析力の拡充 セキュリティ 耐障害性が優れたインフラ 組み込み型AIベース・モニタリング エンド・ツー・エンド暗号化 簡素化された災害復旧機能 イノベーション 拡張可能なプラットフォーム 豊富なデータ蓄積・分析機能 バージョン別マイクロサービス 継続的運用能力拡充 資料 チャールズリバー投資管理システム(IMS) 概要 Charles River IMS + Microsoft® Azure が可能にします 野村アセット、Charles River IMS のクラウド活用範囲を拡大 Charles River IMSからMSCIのポートフォリオ及びリスクの分析ツールにアクセスできます 大量保有報告サービス（GSDS） りそな銀行によるチャールズリバーＩＭＳの採用について Charles River IMS + Microsoft® Azure が可能にします 続きを読む
- [Markets Japan](https://www.crd.com/worldwide/apac/japanese/markets-japan/): チャールズリバー・デベロップメント自社開発システム(Charles River Investment Management Solution) は世界30ヵ国以上の銀行、生保、資産運用会社、ヘッジファンド等の使用実績があり、足元のシステム内搭載資産規模は30兆ドルを超過しました。
- [Webinar - State Street Alpha℠ for Private Markets Data Challenges](https://www.crd.com/webinars/alpha-for-private-markets-data-challenges): Watch our first webinar session focused on how the acquisition of Mercatus, an investment data management platform for private markets.
- [Webinar - State Street Alpha℠ for Private Markets Data Management](https://www.crd.com/webinars/alpha-for-private-markets-data-management): Asset managers and owners’ demand for portfolio diversification is driving rapid growth. Watch our experts discuss the latest findings from a recent survey.
- [Webinar - Introduction to State Street Alpha℠ for Private Markets](https://www.crd.com/webinars/alpha-for-private-markets-introduction): Watch our first webinar session focused on how the acquisition of Mercatus, an investment data management platform for private markets.
- [Federated Hermes Equity Strategies Now Live on Charles River IMS](https://www.crd.com/news/press-releases/federated-hermes-equity-strategies-now-live-on-charles-river-ims/): Federated Hermes, a global leader in active responsible investing, is live with $97+ billion in equity strategies on Charles River’s strategic cloud solution.
- [Charles River IMS Integrates with MTS BondsPro ATS](https://www.crd.com/news/press-releases/2021/charles-river-ims-integrates-with-mts-bondspro-ats): Charles River has completed the integration of MTS BondsPro, an SEC-registered Alternative Trading System (ATS), with the Charles River OEMS and Inventory Hub.
- [Charles River Appoints Caroline O’Shaughnessy as New EMEA Head](https://www.crd.com/news/press-releases/2021/charles-river-appoints-new-emea-head): Caroline O’Shaughnessy, as Head of EMEA, will be responsible for all business oversight within the region and collaboration with State Street Alpha.
- [Webinar - Introducing State Street Alpha Data Platform Video](https://www.crd.com/webinar/introducing-state-street-alpha-data-platform-video): Take a closer look at how the Alpha Data Platform (ADP) helps consolidate and streamline data management for institutional investment managers and asset owners.
- [Charles River Named Winner in ‘Portfolio Management’ at the WealthTechAsia Awards 2021](https://www.crd.com/news/press-releases/2021/charles-river-named-winner-in-portfolio-management-at-wealth-tech-asia-awards): Charles River Development has been named the winner in the ‘Portfolio Management’ category at this year’s WealthTechAsia Awards.
- [Thailand’s Thanachart Fund Management Selects Charles River IMS and Integrated FIX Network](https://www.crd.com/news/press-releases/2014/Thanachart-Fund-Management-Selects-Charles-River-Thailand): Press Release Thailand’s Thanachart Fund Management Selects Charles River IMS and Integrated FIX Network August 07, 2014 Melbourne – Charles River, an enterprise-wide, front and middle office investment management solution provider, today announced that Thanachart Fund Management Co., Ltd. (Thanachart Fund) has selected the Charles River Investment Management Solution (Charles River IMS) and global FIX
- [Overview IMS](https://www.crd.com/worldwide/apac/japanese/overview_ims_japan): チャールスリバー投資管理ソリューション (IMS) チャールズリバーIMSは機関投資家、投信投資顧問、ウェルスマネジメント、オルタナティブ投資、保険、銀行、年金にわたるバイサイドのお客様のために、資産運用のフロント・ミドルオフィス業務を自動化いたします。当社はお客様のより良い投資判断を導き、オペレーションの合理化およびリスクの軽減をお手伝いいたします。 投資サイクルの全期間をサポート チャールズリバーIMSはすべての投資のあらゆる段階のサポートを行うシングルプラットフォームです。 広範なアセットクラスのカバレッジと統合されたコンプライアンス管理システムにより、ポートフォリオ管理、リスク分析からトレーディング、取引後の決済をサポートいたします。 投資売買記録情報（IBOR）機能によって、バックオフィスのデータフィードへの依存度を減らし、効率性と正確性を一段と高めることを目指しています。当社のエンタープライズ データ マネジメント（EDM）機能は、お客様がお使いになる参照データ、分析データ、価格データやベンチマークデータの一貫性と完全性を改善いたします。 ソフトウェア アズ ア サービス（SaaS）の展開 チャールズリバーIMSは統合されたデータおよびエンドユーザーサポートを備えたホスト型サービスとして提供されます。当サービスの利用により、お客様は最新の機能により迅速にアクセスし、データ品質の向上とオペレーションの合理化を実現することができます。この簡素化されたソフトウェア アズ ア サービス（SaaS）型の業務モデルは、お客様の業務、投資家および規制の要件に対するより迅速な対応をサポートいたします。同時にエンドユーザーの満足度を高め、費用を予測可能なものとし、信頼度を向上させる手助けを行います。 SaaS型のサービスにはスムーズなアップグレードや、世界各地に所在するチャールズリバー社内のサポートスタッフによる24時間無休でのサポート体制が含まれます。最も重要な点は、当社が必要とされるあらゆるデータの提供・検証・管理を行い、投資プロセスに対する適切な基盤を提供することです。 複数の業務を一つのプラットフォームで チャールズリバーIMSは各分野でのコンポーネントを組み合わせ、以下に代表されるバイサイドの多様な需要にお応えいたします。 機関投資家、投信投資顧問 プライベートバンク、ウェルスマネジメント会社 オルタナティブ投資会社、ヘッジファンド 年金基金、保険会社 ベストプラクティスに沿ったワークフローは利用者の生産性を向上させ、拡張性の高い設定変更が可能なオープン・アーキテクチャにより、お客様は複数の事業分野を単一プラットフォーム上に統合することができます。チャールズリバーIMSは、基本的なアセットクラスに特化した商品からソリューション指向型の複雑なマルチアセット商品まで、金融商品の提供におけるあらゆる段階をサポートいたします。 いつでも、どこでもアクセス ャールズリバーは柔軟性のあるエンドユーザー展開オプションを提供しており、数千ものユーザーをサポートすることが可能です。デスクトップ展開に加え、設定可能なブラウザベースのダッシュボードによって、ファイナンシャルアドバイザーは複雑なアカウントや対面顧客関係の管理を迅速にカスタマイズすることが可能です。アドバイザーや顧客対応担当のユーザーは、タブレット端末を視覚的なレポート機能やプレゼンテーション機能として用いて、顧客と対面するミーティングでの双方向性を高めることができます。チャールズリバーのモバイルアプリを利用すればチャールズリバーIMSへリモートアクセスが可能となり、ユーザーは外出先でも「全体像」を確認できます。 チャールズリバー投資管理システム(IMS) 概要 資料 チャールズリバー投資管理システム(IMS) 概要 Charles River IMS + Microsoft® Azure が可能にします 野村アセット、Charles River IMS のクラウド活用範囲を拡大 Charles River IMSからMSCIのポートフォリオ及びリスクの分析ツールにアクセスできます 大量保有報告サービス（GSDS） りそな銀行によるチャールズリバーＩＭＳの採用について チャールズリバーは、ブラウザベースやモバイル端末からポートフォリオ、エクスポージャーやトレードへのスムーズなアクセス、全社的なワークフローのデスクトップ展開を提供します。 画像は情報提供のみの目的で使用。実際のデータではありません。
- [Thailand’s Thanachart Fund Management Is Live on Charles River’s Enterprise Solution and Integrated FIX Network](https://www.crd.com/news/press-releases/2015-2/thailands-thanachart-fund-management-live-charles-rivers-enterprise-solution-integrated-fix-network/): Press Release Thailand’s Thanachart Fund Management Is Live on Charles River’s Enterprise Solution and Integrated FIX Network January 20, 2015 Melbourne – Charles River, an enterprise-wide, front and middle office investment management solution provider, today announced that Thanachart Fund Management Co., Ltd. (Thanachart Fund) is live on the Charles River Investment Management Solution (Charles River
- [Charles River and OpenDoor Partner to Expand Fixed Income Liquidity Access](https://www.crd.com/news/press-releases/2017/charles-river-and-opendoor-partner-to-expand-fixed-income-liquidity-access/): Charles River Development has formalized a partnership with OpenDoor to provide asset managers with access to all‐to‐all market‐based solution.
- [Charles River Named Best Fixed Income OEMS at 2021 European Markets Choice Awards](https://www.crd.com/news/press-releases/2021/charles-river-named-best-fixed-income-oems-at-2021-european-markets-choice-awards/): Charles River has won “Best Fixed Income Execution/Order Management System” in the inaugural European Markets Choice Awards sponsored by MarketsMedia.
- [Charles River Development Wins 2021 FinTech Breakthrough Award](https://www.crd.com/news/press-releases/2021/charles-river-wins-2021-fintech-breakthrough-award): Charles River IMS has been selected as winner of the “Best Trading Platform” award in the fifth annual FinTech Breakthrough Awards.
- [Video - The Importance of Trading Protocols: Fixed Income Leaders Summit Panel](https://www.crd.com/news/video-library/importance-of-trading-protocols): In this panel discussion at the FI Leaders Summit, we discuss the evolving role of trading protocols, impact on execution costs and the role of pre-trade data.
- [Key Private Bank Expands Use of Charles River Wealth Management Solution](https://www.crd.com/news/press-releases/2021/key-bank-expands-charles-river-wealth-management-solution): Key Private Bank has consolidated management of its portfolio management capabilities onto the Charles River Wealth Management Solution.
- [Charles River Leverages Finsemble Platform to Enhance its Partner Ecosystem](https://www.crd.com/news/press-releases/2021/charles-river-leverages-finsemble-platform-to-enhance-partner-ecosystem): Charles River announced a collaboration with Cosaic leveraging their Finsemble platform to streamline integration of third-party apps into Charles River IMS.

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