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  • Rathbone Funds adopts Charles River IMS and State Street Alpha Data Platform

Rathbone Funds adopts Charles River IMS and State Street Alpha Data Platform

  • April 5, 2022


Rathbone Funds, the London-based subsidiary of Rathbones Group, has selected the Charles River Investment Management Solution (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 helps investment firms to consolidate their investment process across asset classes on a single platform. ADP provides cloud-based data management capabilities designed to support investment professionals and operations teams with near real-time insight into risk exposures, historic trends, and a single source for reference, pricing, and benchmark data.

“Our assets under management have grown from £1.09 billion to £13 billion 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. “We are excited to adopt Charles River IMS for managing our portfolios and to leverage Alpha Data Platform as a centralised 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.”

Caroline O’Shaughnessy, managing director, EMEA, Charles River, says, “Rathbones’ adoption of Charles River IMS and Alpha Data Platform will empower [its] funds business with faster insights, drive operational efficiencies, and support greater collaboration across investment teams. 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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