Rathbone Funds Adopts Charles River® IMS and State Street AlphaSM Data Platform

by uma
Editorial & Advertiser disclosure


London — April 5, 2022 – Charles River Development, a State Street Company, today announced that Rathbone Funds (Rathbone Unit Trust Management Ltd), the London-based subsidiary of Rathbones Group Plc, has selected the Charles River Investment Management Solution (Charles River IMS) to support their equity, fixed income and multi-asset portfolio management, including managing its security and investment data on the State Street Alpha Data Platform (ADP).

Charles River IMS enables investment firms to consolidate their investment process across asset classes on a single platform. ADP provides scalable cloud-based data management capabilities that empowers investment professionals and operations teams with near real-time insight into risk exposures, historic trends, and a single source of truth for reference, pricing, and benchmark data.

“Our assets under management have grown from £1.09bn to £13bn in just over 10 years, creating a need for us to re-evaluate business requirements and select an investment and data platform capable of supporting future growth,” said Mike Webb, Chief Executive of Rathbone Unit Trust Management Ltd. “We are excited to adopt Charles River IMS for managing our portfolios and to leverage Alpha Data Platform as a centralized security master across asset management business lines. Charles River IMS is an integral part of our digital transformation, helping us grow the business, bring on new products to market faster and better serve our clients.”

“Rathbones’ adoption of Charles River IMS and Alpha Data Platform will empower their Funds business with faster insights, drive operational efficiencies, and support greater collaboration across investment teams,” said Caroline O’Shaughnessy, Managing Director, EMEA, Charles River. “By enhancing an enterprise-wide view of portfolios and exposures, risk, performance and ESG analytics in one system, our platform enables asset managers like Rathbones to scale for growth, underpinned by a solid data foundation.”

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