Söderberg & Partners Selects Charles River IMS to Streamline and Consolidate Investment Management Processes
April 02 2019 - 5:00AM
Business Wire
S�derberg & Partners, a leading Nordic advisor and
distributor of insurance and financial products, has selected the
Charles River Investment Management Solution (Charles River IMS) to
improve its investment servicing offering. S�derberg will use
Charles River IMS to manage its growing number of investment funds
and discretionary client accounts.
“With Charles River IMS, our investment team will have access to
a single platform to build portfolios, carry out pre and post trade
compliance checks and execute trades,” said Joel Gr�nberg, Head of
S�derberg & Partners Securities. “By streamlining and
centralising our investment management processes, we are in a
better position for future growth.”
“To stay competitive, buy-side firms are looking for new routes
to market and ways to introduce innovative products,” said Gavin
Lavelle, Managing Director EMEA, Charles River. “Using a scalable
investment management platform like Charles River IMS, clients such
as Soderberg will be able to maximize investment performance, meet
increasing regulatory requirements and achieve strategic revenue
goals.”
About Charles River, a State Street Company
Charles River Development, a State Street Company, enables sound
and efficient investing across all asset classes. Investment firms
in more than 40 countries use Charles River IMS to manage more than
US$25 Trillion in assets in the institutional investment, wealth
management and hedge fund industries. Our Software as a
Service-based solution (SaaS) is designed to automate and simplify
investment management on a single platform – from portfolio
management and risk analytics through trading and post-trade
settlement, with integrated compliance and managed data
throughout. Headquartered in Burlington, Massachusetts, we
support clients globally with more than 750 employees in 11
regional offices. For more information, please visit
www.crd.com.
About State Street Corporation
State Street Corporation (NYSE: STT) is one of the world's
leading providers of financial services to institutional investors,
including investment servicing, investment management and
investment research and trading. With $31.62 trillion in assets
under custody and administration and $2.51 trillion* in assets
under management as of December 31, 2018, State Street operates in
more than 100 geographic markets worldwide, including the US,
Canada, Europe, the Middle East and Asia. For more information,
visit State Street’s website at www.statestreet.com.
*This figure is presented as of December 31, 2018 and includes
approximately $32.44 billion of assets with respect to SPDR
products for which State Street Global Advisors Funds Distributors,
LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State
Street Global Advisors are affiliated.
State Street Corporation One Lincoln Street, Boston, MA
02111-2900.
© 2019 State Street Corporation - All Rights Reserved
About S�derberg & Partners
S�derberg & Partners was founded in 2004 and is today a
leading non-bank provider of wealth management and corporate
insurance services in the Nordic region and the Netherlands.
S�derberg & Partners has in 15 years achieved a market leading
position with regards to customer satisfaction and market presence
within all segments in which it is active. For additional
information about S�derberg & Partners, please visit S�derberg
& Partners’ website at www.soderbergpartners.se.
2479923.1.1.EMEA.RTL
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version on businesswire.com: https://www.businesswire.com/news/home/20190402005330/en/
Helen Traverso, +44 (0) 7747 174620,
Helentraverso@crd.com
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