Charles River Investment Management System: Powering Smart Investments

The Charles River Investment Management Solution (Charles River IMS) is an end-to-end investment management solution that automates front and middle-office processes for buy-side firms. It is a cloud-based solution, delivered through Microsoft Azure, that provides a single platform to support the entire investment lifecycle. Charles River IMS helps investment professionals in over 30 countries manage over USD $59 trillion in assets. The solution enables accurate and timely investment decisions, streamlines operations, reduces risk, and improves reliability.

Charles River IMS automates front and middle office processes

The Charles River Investment Management Solution (Charles River IMS) is a cloud-based front office technology that automates front and middle-office processes for buy-side firms. It supports the entire investment lifecycle, from portfolio and risk management to trading and post-trade settlement, on a single platform.

By automating these processes, Charles River IMS enables accurate and timely investment decision support for institutional and wealth managers, alternative investment firms, insurers, and asset owners. The solution helps clients streamline their operations, reduce risk, and improve reliability.

One of the key features of Charles River IMS is its integration with various third-party providers, such as ITG, Abel/Noser, Elkins McSherry, UBS, Morgan Stanley, and Nomura, among others. This integration provides native transaction cost analysis (TCA) capabilities, allowing traders and portfolio managers to track trade performance throughout the trade life cycle. With access to all order data, they can effectively measure investment strategies and broker performance, ultimately reducing trading costs.

Additionally, Charles River IMS offers a comprehensive set of reporting options. Clients can choose from ad hoc reporting on any current data view or canned reports in Excel, Word, or PDF formats, including performance monitoring, profiles, broker comparisons, and compliance. The report builder feature allows users to create customised reports with graphics, data, and pivot tables. These reports can be run as one-off or scheduled at different intervals, depending on the client's needs.

Overall, Charles River IMS provides a robust and automated platform for front and middle-office processes, helping investment professionals make timely and informed decisions while reducing risk and improving operational efficiency.

It supports the entire investment lifecycle on a single platform

The Charles River Investment Management Solution (Charles River IMS) is a cloud-based platform that automates front and middle-office processes for buy-side firms. It supports the entire investment lifecycle, from portfolio and risk management to trading and post-trade settlement, on a single platform.

The platform provides accurate and timely investment decision support for institutional and wealth managers, alternative investment firms, insurers, and asset owners. It helps clients streamline their operations, reduce risk, and improve reliability.

An Investment Book of Record (IBOR) offers real-time cash and position data, while Charles River's Enterprise Data Management solution (EDM) enhances the accuracy, consistency, and completeness of reference, analytics, pricing, and benchmark data.

Charles River IMS also offers transaction cost analysis (TCA) capabilities, with integration to major financial institutions like Morgan Stanley and UBS. Traders and portfolio managers can track trade performance throughout the trade lifecycle and access third-party providers for pre-trade market impact, cost, and post-trade reporting and analysis.

With Charles River IMS, clients can manage multiple business lines on one platform, leveraging synergies and improving risk management across the organisation. The platform's scalability also reduces the time and cost of bringing differentiated products to market.

It helps clients streamline operations, reduce risk, and improve reliability

The Charles River Investment Management Solution (Charles River IMS) is a powerful tool that helps investment professionals streamline their operations, reduce risk, and improve reliability. By automating front and middle-office processes, Charles River IMS provides timely and accurate investment decision support for a range of firms, including institutional and wealth managers, alternative investment firms, insurers, and asset owners.

One of the key benefits of Charles River IMS is its ability to support the entire investment lifecycle on a single platform. This includes portfolio and risk management, trading, and post-trade settlement, with integrated compliance management. As a result, clients can streamline their operations and quickly access the data they need to make informed decisions. For example, an Investment Book of Record (IBOR) provides real-time cash and position data, while Charles River's Enterprise Data Management solution (EDM) helps firms improve the accuracy and consistency of their reference, analytics, pricing, and benchmark data.

The platform's cloud-based delivery further enhances its ability to streamline operations and reduce risk. By leveraging the Microsoft Azure cloud, Charles River IMS provides a secure environment with proactive threat monitoring and simplified disaster recovery. This allows managers to focus on delivering investment products to their clients without worrying about data security or system failures.

Additionally, Charles River IMS offers a wide range of reporting options, including ad hoc, daily, weekly, monthly, and quarterly reports. Clients can also customise the level of detail they require. The platform's analytics blotter provides key fundamental analytics, allowing traders and portfolio managers to track trade performance throughout the trade life cycle.

Overall, Charles River IMS helps clients streamline their operations by providing a single platform for all their investment management needs. It reduces risk through integrated compliance management, secure cloud delivery, and advanced analytics for better investment decisions. Finally, it improves reliability by offering timely access to accurate data, robust security measures, and comprehensive reporting capabilities.

It offers an Investment Book of Record (IBOR) with real-time data

The Charles River Investment Management Solution (Charles River IMS) is a private cloud solution that automates front- and middle-office processes for buy-side firms. It is used by investment and wealth managers, asset owners and insurers in over 30 countries to manage over USD $59 trillion in assets.

Charles River IMS supports the entire investment lifecycle on a single platform, from portfolio and risk management to trading and post-trade settlement, with integrated compliance management throughout. An integral part of this is the Investment Book of Record (IBOR), which provides real-time cash and position data.

IBOR is a critical component of the investment management process, offering a single source of truth for investment data. It provides a consolidated view of an organisation's investment positions, transactions, and cash balances across all asset classes and markets. With IBOR, investment firms can access accurate and up-to-date information to support their decision-making and improve operational efficiency.

The Charles River IMS IBOR is designed to provide real-time data, enabling investment managers to make timely and informed decisions. It offers a comprehensive view of cash and positions, including transaction data such as portfolio manager orders, blocked desk trades, broker releases, and fills. This real-time data is crucial for effective investment management, enabling firms to track trade performance throughout the trade lifecycle and make any necessary adjustments to optimise their strategies.

Furthermore, the Charles River Enterprise Data Management solution (EDM) complements the IBOR by helping firms improve the accuracy, consistency, and completeness of their reference, analytics, pricing, and benchmark data. Together, IBOR and EDM provide a robust data foundation for investment management, enabling firms to streamline operations, reduce risk, and improve reliability.

It is delivered through the Microsoft Azure cloud

The Charles River Investment Management Solution (Charles River IMS) is delivered through the Microsoft Azure cloud. This cloud-based delivery offers a range of benefits to investment professionals. Firstly, it provides a secure cloud environment that enables managers to make timelier investment decisions. The cloud platform is designed to help firms adhere to regulatory requirements and seamlessly scale their operations to support business growth.

The Microsoft Azure cloud ensures data security and offers proactive threat monitoring, so managers can focus on delivering investment products to their clients without worrying about data breaches. This secure environment also simplifies disaster recovery, providing peace of mind and reducing the potential impact of any unforeseen events.

By leveraging the cloud, Charles River IMS offers a single platform that supports the entire investment lifecycle. This includes portfolio and risk management, trading, and post-trade settlement, with integrated compliance management throughout. The platform's capabilities cover a full range of financial products, from basic asset class-specific to complex multi-asset products.

The cloud-based delivery also enables integration with third-party providers. For example, Charles River IMS integrates with ITG, Abel/Noser, Elkins McSherry, UBS, Morgan Stanley, Nomura, and others, providing native transaction cost analysis (TCA) capabilities. This integration allows traders and portfolio managers to access critical analysis and improve investment decisions, ultimately reducing trading costs.

Overall, the delivery of Charles River IMS through the Microsoft Azure cloud enhances the platform's functionality, security, and scalability, making it a reliable choice for investment professionals globally.

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