Automating Front and Middle Office Operations for Ethical Investment
Charles River Development recently announced that Australian Ethical Investment has chosen the Charles River Investment Management Solution (Charles River IMS) to automate its front and middle office processes. Australian Ethical, known for its leadership in ethical investment, will utilize Charles River IMS for portfolio and risk management, trading, compliance, performance measurement and attribution (PMAR), investment book of record (IBOR), and transaction management. By leveraging Charles River IMS, Australian Ethical will streamline its operations, enhance efficiency, and ensure compliance with ethical investment principles.
Modernizing Operations at Operadora de Fondos Banorte with Cloud-Based Platform
Operadora de Fondos Banorte, SA de CV, SOFI, Grupo Financiero Banorte (“BANORTE”), a prominent mutual fund company in Mexico, has recently implemented Charles River’s cloud-based Investment Management Solution (Charles River IMS) to modernize its front, middle, and back-office operations. Banorte is utilizing Charles River IMS to efficiently manage its domestic and international equity, fixed income, and multi-asset portfolios. By adopting this innovative platform, Banorte aims to streamline operations, enhance portfolio management, and ensure regulatory compliance.
Streamlining Syndicated Loan Trading with Charles River® and Octaura Interface
Charles River Development has introduced a two-way interface with Octaura to simplify syndicated loan trading workflows. This interface enables customers of both Charles River and Octaura to streamline their loan trading processes, enhance efficiency, and promote transparency. Octaura's electronic syndicated loan trading solution provides trading protocols, real-time data, and analytics on a single platform, while Charles River IMS automates the investment process across asset classes. The collaboration between Charles River and Octaura is set to revolutionize loan trading operations and deliver significant benefits to investors.
Expanding Cloud-Based Technology at T. Rowe Price with Charles River IMS
T. Rowe Price, a leading investment management firm, has expanded its use of cloud-based technology by transitioning to Charles River’s Investment Management Solution (Charles River IMS). By leveraging Charles River IMS for portfolio management, trading, and compliance, T. Rowe Price aims to enhance operational efficiency, streamline processes, and ensure regulatory adherence. Additionally, T. Rowe Price will utilize the State Street Alpha® Data Platform (ADP) for data management services, further optimizing their investment operations.
Optimizing Front Office Operations for Perpetual Group with Charles River® IMS
Charles River Development has been selected by Perpetual Group to manage the front office operations of its Australian asset management business. Perpetual will implement the Charles River Investment Management Solution (Charles River IMS) to oversee its domestic and global portfolios, order and execution, compliance, post-trade processing, and front office data. By partnering with Charles River, Perpetual aims to enhance operational efficiency, improve compliance processes, and streamline front office operations to better serve its clients.