The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 36 results for "Charles River"

Australian Ethical unveils strong half-year results

MATTHEW WAI | THURSDAY, 26 FEB 2026

... into a single administration platform has improved operational aspects. "Likewise, the continued rollout of the Charles River system will ensure we have an enhanced investment platform, laying the foundations for our second growth engine - investment ...

Australian Ethical FUM dips on negative performance

RIDDHIMA TALWANI | FRIDAY, 16 JAN 2026

... officer," McMurdo said. Australian Ethical said the last remaining transition of its investment portfolio to the Charles River platform is due to complete before 30 June 2026. It said this is a significant step forward in building an institutional-grade ...

FEATURE | Recruitment: Laying foundations

RIDDHIMA TALWANI | MONDAY, 5 JAN 2026

... storage solutions like Databricks and Snowflake, portfolio management platforms such as Aladdin by BlackRock and Charles River for investment data solutions. Turner says once funds merge, they face critical decisions about which platforms to adopt. "Do ...

Australian Ethical awards front office mandate

ANDREW MCKEAN | WEDNESDAY, 23 OCT 2024

Australian Ethical has awarded State Street's Charles River a mandate to automate its investment portfolio's front and middle office operations. The ethical investment manager will use Charles River's Investment Management Solution, which manages more ...

Charles River appoints new head of APAC

ELIZA BAVIN | MONDAY, 6 MAY 2024

Charles River Development (CRD) has appointed Vinayak Bhat as senior vice president, head of Asia Pacific (APAC), where he will be responsible for all business oversight within the region and collaboration with State Street Alpha. Charles River, provider ...

Perpetual awards State Street subsidiary a major mandate

ANDREW MCKEAN | MONDAY, 25 MAR 2024

Perpetual has appointed State Street subsidiary Charles River to manage front office operations for its Australian asset management business. Perpetual's Australian asset management business will use Charles River's Investment Management Solution (Charles ...

Rest switches up recruitment focus

ELIZABETH FRY | FRIDAY, 24 MAR 2023

... we want to be in the future." He and his team use a portfolio system developed with State Street and their entity Charles River to get a good sense of Rest's position and daily exposure - likening it to how one uses GPS on an iPhone to navigate between ...

Rest extends custody mandate with State Street

CASSANDRA BALDINI | TUESDAY, 8 NOV 2022

... custodian since 2011. In February last year, the relationship was expanded when Rest engaged State Street company Charles River Development Investment Management Solution (IMS), to consolidate its front and middle office operations for managing asset ...

Rest extends State Street relationship

KANIKA SOOD | WEDNESDAY, 10 FEB 2021

... has mandated its custodian State Street to streamline operations in its investment portfolio. Rest will implement Charles River Development Investment Management Solution (IMS) for in-house investments and 'whole-of-fund' requirements. Charles ...

NAB Asset Servicing signs up to Charles River

KANIKA SOOD | WEDNESDAY, 11 NOV 2020

NAB Asset Servicing has signed up to State-Street-owned Charles River Development for compliance monitoring, oversight and reporting. NAS will use Charles River Investment Management Solution (IMS) to help institutional clients monitor a broad range ...

PAGE:

BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

Follow the leaders

Maintaining a fundamental focus in a world obsessed with the short term

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

A guaranteed future

The market has changed. The opportunity hasn't.

Strength amid noise

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE