Market Overview

Allan Gray Consolidates Investment Systems onto Cloud Based Charles River IMS


Allan Gray, a privately owned investment manager in South Africa, has
adopted the Charles River Investment Management Solution (Charles River
IMS), delivered as a cloud-based service. Portfolio managers, traders
and compliance teams will use Charles
River IMS
to manage assets across various product types such as
segregated mandates and unitised funds. This implementation will enable
straight through processing from the investment decision through to
compliance and trade execution.

Charles River's comprehensive support for all asset classes further
enables Allan
investment management processes. Software as a Service (SaaS)
deployment provides access to the most up to date software capabilities.

"Allan Gray and other South African clients have taken the strategic
decision to adopt our cloud-based solution with fully managed data,
which helps them to increase their operational efficiency and reduce
risk," said Gavin Lavelle, Managing Director EMEA, Charles River.
"Charles River IMS gives clients a single view of all their investments,
enabling them to consolidate systems and support better investment

About Allan Gray

Allan Gray is Africa's largest privately owned investment management
company, focused on generating long-term wealth for clients since 1974.
Allan Gray offers a range of products, such as: unit trusts, retirement
products (i.e. retirement annuity and preservation funds), living
annuities, endowments and group retirement savings solutions for staff.

Allan Gray have over 1 000 employees spread across their Cape Town,
Johannesburg, Pretoria and Durban offices. They also have offices in
Windhoek, Namibia; Gaborone, Botswana; Nairobi, Kenya; and Lagos,

Allan Gray Proprietary Limited is an authorised financial services
provider. For more information, please visit:

About Charles River
wealth, asset owner and alternative investment firms use the Charles
River IMS to manage more than $25 Trillion in assets. The Charles River
IMS is delivered in a private cloud via Software as a Service (SaaS) and
includes portfolio decision support, order management, trading,
compliance, post-trade settlement, IBOR, performance measurement and
attribution, risk, collateral management, data provisioning, data
management and other front and middle office capabilities.

Headquartered in Burlington, Massachusetts, Charles River supports over
300 clients in more than 40 countries with 750 employees in 11 regional
offices. For more information, please visit

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