Principal Financial Mexico Rolls Out Charles River IMS

Principal Financial Group Mexico has completed its three-year rollout of Charles River's Investment Management System (IMS) across its pensions, mutual fund and asset management divisions.

Principal put the finishing touches on the project by adding in Charles River IMS' automated portfolio management and compliance monitoring onto a single, consolidated platform. The system also now interfaces with Principal's proprietary mutual fund accounting system and a third-party accounting system dubbed

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