Mariner Investment Group adopts Charles River platform to streamline trading and compliance
Mariner Investment Group has selected State Street’s Charles River wealth management platform to consolidate its front- and middle-office functions, including order management and compliance monitoring for equity and fixed-income portfolios. The multi-year subscription will integrate portfolio, trading and risk analytics on a single cloud-based system to enhance operational efficiency.
1. Mariner Selects Charles River Platform
Mariner Investment Group has entered a multi-year agreement to deploy State Street’s Charles River Investment Management solution across its discretionary equity and fixed-income strategies. The platform will replace legacy systems for portfolio management, order execution, compliance monitoring and risk analytics, centralizing front- and middle-office workflows in a cloud-native environment. Rapid integration of real-time data feeds and automated pre-trade checks is expected to reduce manual processes and support Mariner’s growth objectives.