Bringing you live news and features since 2006 

Tom Driscoll, Charles River

Fiera Capital adopts Charles River’s enterprise platform for institutional and private client investments

RELATED TOPICS​

Fiera Capital, an affiliate of Fiera Capital Corporation, has chosen the Charles River Investment Management Solution (Charles River IMS) for its institutional and private client investment management businesses.

The SaaS-based solution will serve as an end-to-end platform for Fiera Capital’s portfolio managers, traders, compliance and operations staff.
 
The Charles River IMS provides Fiera Capital with risk and scenario analysis, portfolio analytics and construction, order and execution management, post-trade processing and compliance. Charles River enables Fiera Capital to automate the trading process from first capture of an order through final settlement.
 
“In order to support our continued growth in the United States, we needed a system that could scale up as we bring on new investment strategies,” says Benjamin S Thompson, President and CEO, Fiera Capital’s US division. “We chose Charles River because we can consolidate all of the assets onto one platform and centralise compliance oversight across all of our investment teams.”
 
“For firms such as Fiera Capital, supporting both wealth and institutional clientele on one platform solves a number of challenges and creates opportunities for synergies,” says Tom Driscoll (pictured), Global Managing Director, Charles River. “Besides consolidation, cost reduction and eliminating manual processes, it allows a complete view across businesses.”

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by