Press Releases November 30, 2021 Federated Hermes’ Equity Strategies Now Live on Charles River® Investment Management Solution on Microsoft® Azure Charles River announced Federated Hermes, Inc., a global leader in active responsible investing, is now live with more than $97 billion in equity strategies on Charles River’s strategic cloud solution. Federated Hermes adopted the Charles River IMS on Microsoft Azure to modernize their operating model and support growth, utilizing the solution for portfolio management, trading, and compliance. READ MORE November 18, 2021 State Street Alpha℠ Announces Strategic Partnership with RIMES to Enhance Index and Benchmark Services State Street announced a strategic partnership with RIMES, the global data partner for asset managers, asset owners, and service providers, to enhance State Street Alpha. Through this partnership, State Street Alpha clients will benefit from RIMES’ deep expertise and experience with the global index provider marketplace leveraging its market-leading operational capabilities and infrastructure. READ MORE November 10, 2021 Charles River® IMS Integrates with MTS BondsPro ATS, Enabling All-to-All Access Across Global Fixed Income Markets Charles River announced it has completed the integration of MTS BondsPro, an SEC-registered Alternative Trading System (ATS), with the Charles River Order and Execution Management System (OEMS) and Inventory Hub. The Inventory Hub processes and aggregates inventory across a number of the largest dealers and liquidity venues. It offers users a centralized point to receive and interact with live data across a full range of products and asset classes. READ MORE November 1, 2021 Charles River® Appoints Caroline O’Shaughnessy as New EMEA Head Charles River has appointed Caroline O’Shaughnessy as Head of EMEA, where she will be responsible for all business oversight within the region and collaboration with State Street AlphaSM , State Street’s global front to back-office platform. Charles River, provider of the Charles River IMS, was acquired by State Street in 2018. READ MORE October 8, 2021 Charles River® Development Named Winner in ‘Portfolio Management’ at the WealthTechAsia Awards 2021 Charles River has been named the winner in the ‘Portfolio Management’ category at this year’s WealthTechAsia Awards. These awards are designed to recognize wealth organizations grouped by specialty and geography which the judges deemed to have demonstrated innovation and excellence during the past year. READ MORE July 21, 2021 State Street agrees to acquire Mercatus, expanding our private markets solutions. State Street Corporation announced today that it has entered into an agreement to acquire Mercatus, Inc., a premier front-and-middle-office solutions and data management provider for private market managers. In connection with the acquisition, the company will launch its State Street Alpha℠ for Private Markets solution which will allow institutional investors to fully manage the entire lifecycle of their infrastructure, private equity, real estate, private debt and fund of funds investments through a fully integrated, digital front-to-back, single platform. READ MORE June 24, 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, the awards identify and recognize the best companies, individuals and innovation in financial markets. The 2021 awards span institutional trading and technology sectors, including buy-side traders; sell-side execution desks; exchanges and platforms; incumbent technology providers; and emerging fintech firms. READ MORE June 23, 2021 Charles River® Leverages Finsemble Platform to Enhance its Partner Ecosystem Charles River announced a collaboration with Cosaic leveraging their Finsemble platform to streamline integration of third-party applications into the Charles River IMS. Finsemble enables asset managers to connect their applications together—modern or legacy, in-house or third-party – providing investment professionals with seamless access to data from Charles River IMS. READ MORE June 16, 2021 Key Private Bank Expands Use of Charles River® Wealth Management Solution Charles River announced that Key Private Bank, the wealth management division of KeyCorp, has consolidated management of its portfolio management capabilities onto the Charles River Wealth Management Solution. Key Private Bank has also enhanced its use of the platform, adopting compliance, data services, IBOR, and performance measurement and attribution capabilities. READ MORE April 20, 2021 Nomura Asset Management Co., Ltd. Expands Use of cloud-based Charles River IMS 野村アセット、Charles River IMS のクラウド活用範囲を拡大 Charles River announced that Nomura Asset Management, a leading Japanese asset manager headquartered in Tokyo, is expanding their use of the Charles River IMS. Nomura will implement Charles River’s strategic cloud solution on Microsoft® Azure and adopt Charles River’s post-trade capabilities to further consolidate and simplify their investment operations. READ MORE April 16, 2021 Invesco to Transition Front-to-Back Investment Servicing to State Street Alpha℠ Platform State Street today announced that it has entered into an agreement with Invesco which will result in Invesco adopting State Street Alpha℠, the first front-to-back asset servicing platform from a single provider for institutional and wealth management firms. The migration to Alpha is intended to simplify Invesco’s investment infrastructure to improve scale, reduce risk and improve operating efficiency. READ MORE April 12, 2021 Charles River Development Wins 2021 FinTech Breakthrough Award チャールズリバー、フィンテックブレイクスルーアワード2021を受賞 Charles River announced that its Charles River IMS has been selected as winner of the “Best Trading Platform” award in the fifth annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market today. READ MORE March 24, 2021 Colfondos Selects Charles River to Scale for Growth Colfondos seleciona a Charles River para escalar para crescimento Colfondos selecciona a Charles River para su capacidad de crecimiento Charles River announced that Colfondos S.A. Pensiones y Cesantías (Colfondos), one of Colombia’s largest pension funds, has selected the cloud-based Charles River IMS to manage their domestic and global equity and fixed income portfolios on a consolidated front and middle office platform. READ MORE March 22, 2021 Clients Live on Charles River’s Investment Management Solution Built on Microsoft® Azure Charles River announced that the first 10 clients to adopt its strategic cloud solution are now live. The Charles River IMS on Microsoft Azure helps set a new industry standard as a cloud-based offering that helps firms innovate, bring new products to market quickly, and mitigate operational and security risks. READ MORE February 9, 2021 Rest Super selects Charles River IMS to Streamline Front and Middle Office Operations Charles River announced that Retail Employees Superannuation Trust (Rest), one of Australia’s largest industry superannuation funds with approximately 1.8 million members, has selected the cloud-based Charles River IMS to consolidate their front and middle office operations for managing asset allocation, global equities, fixed income, FX and futures. READ MORE February 2, 2021 OTCX Certifies Integration with Charles River IMS OTCX, the leading multi-dealer RFQ platform for off-venue interest rate derivatives, today announced the successful certified integration with Charles River Investment Management Solution. Together with State Street Corporation middle and back office capabilities, Charles River’s cloud-deployed software technology forms the foundation of State Street Alpha℠. 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