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Products-Charles River Development

Empowering Private Market Investment Decisions with Charles River Development

Solving Complex Data Challenges for Private Markets

Charles River for Private Markets, formerly known as Mercatus, offers an advanced investment management solution tailored for institutions venturing into Private Credit, Private Equity, Real Estate, Infrastructure, and Funds. The platform is cloud-based, providing the necessary flexibility and centralization for handling investment data efficiently. In the private markets realm, data management can be intricate - often residing in various spreadsheets and disconnected systems, making it resource-intensive and error-prone to extract valuable insights for decision-making. Charles River for Private Markets simplifies this by consolidating all data, ensuring transparency and data quality from fund to asset levels. The solution seamlessly integrates data, people, and processes, facilitating smoother operations scalability. Its frameworks address key data challenges in Deal Management, Portfolio Monitoring, Asset and ESG Management, and Valuation Management.

Multi-Admin Integration and Accretion/Dilution Analysis

The platform provides full transparency, offering real-time insights across operational and financial data to identify investments needing immediate attention. It allows multi-admin integration and normalization across fund admin providers without file format restrictions. Furthermore, users can automate accretion/dilution analysis across portfolios to assess which deals enhance overall portfolio performance. Charles River for Private Markets ensures operational efficiency and accuracy by streamlining these processes, enabling users to make informed decisions promptly.

Total Portfolio View with State Street Alpha Integration

Charles River for Private Markets adapts to clients at any stage of their data journey, from those focusing on a single asset class and requiring a front office solution only to those seeking a comprehensive front-to-back office solution for multi-asset investment data. Its collaboration with State Street empowers users with a holistic solution that combines technology and services under State Street Alpha. This total portfolio view ensures clients investing in various asset classes can leverage tailored solutions that cater to their specific data challenges with precision.

Tailored Solutions Across Asset Classes

Asset managers and owners dealing with diverse asset classes benefit from customized solutions provided by Charles River for Private Markets. Whether it's Private Credit, Real Estate, Private Equity & Funds, or Infrastructure, the platform configures data management to suit individual needs. For Private Credit, it offers centralized borrower and loan data with covenant tracking and seamless workflows. Real Estate solutions support tracking diverse assets down to granular levels and aggregating monthly cashflows efficiently. Private Equity & Funds management streamlines the entire investment lifecycle, connecting financial models and transactional data seamlessly, while Infrastructure solutions are purpose-built to handle complex assets and models with flexible data platforms for system integration and valuation at scale.

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Seizing the T+1 Opportunity with Charles River Development

Unlocking Growth with T+1 Settlement Cycle

The transition to a T+1 settlement cycle in the US, Canada, and Mexico presents investment managers with a unique opportunity to enhance their organizational growth by implementing various process improvements. Embracing automation is the initial step towards facilitating internal workflow enhancements necessary for compliance with T+1 regulations. Leveraging technology-driven solutions provided by third-party vendors can further streamline efficiencies across trading operations, ensuring better risk management and addressing funding challenges inherent in a shorter settlement cycle. By implementing these systems and processes, organizations can not only mitigate risks but also strengthen client service offerings.

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Unlocking Private Market Insights with Charles River Portfolio Monitoring

Consolidating and Normalizing Investment Data

Investing in Private Markets can be challenging due to disconnected data sources and inflexible systems. Charles River's Portfolio Monitoring solution helps by consolidating data from various sources, such as fund administrators and spreadsheets. This allows for better data quality, custom calculations, workflow, and reporting, freeing up resources for strategic decision-making.

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Empowering Investment Managers with Charles River's Cloud-Based Investment Management Solution

Performance and Scale

Charles River's Investment Management Solution (IMS) built on a cloud-based open architecture platform offers exceptional performance and scalability. The platform can efficiently handle large transaction volumes without compromising speed or reliability. Utilizing predictive and prescriptive analytics, Charles River IMS ensures high availability and resilience across all functions even during volatile market conditions. On-demand provisioning empowers users to preview and test new capabilities seamlessly, enhancing agility. The scalability feature supports business growth into new geographies, asset classes, and expansions through acquisitions.

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Revolutionizing Wealth Management with Charles River Wealth Management Solution

Empowering Wealth Managers and Advisors

Charles River's Wealth Management Solution offers a sophisticated platform that equips wealth managers, private banks, and financial advisors with essential tools to support both discretionary and non-discretionary private wealth products. This solution enhances mobility, allowing professionals to efficiently manage their book of business with ease. The comprehensive multi-asset/multi-currency functionality of the platform enables tailored portfolio strategies like separately managed accounts (SMAs) and unified managed accounts (UMAs). Furthermore, it supports the entire investment lifecycle, encompassing model management, portfolio management, trading, compliance, reporting, and position-keeping capabilities within a single, integrated solution.

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Empowering Investment Firms with State Street Alpha Data Platform

State Street Alpha Data Platform Overview

State Street Alpha Data Platform (ADP) is a cutting-edge, cloud-based, AI-enabled data solution designed to simplify the intricate process of managing investment data for global investment managers. This platform grants users easy access to investment data in a timely and efficient manner, empowering them to make agile and well-informed decisions with confidence. ADP, a pivotal element of State Street Alpha, integrates seamlessly with a range of State Street services, enabling investment firms to concentrate on delivering exceptional value to their clientele. To revolutionize your approach to investment data management, reach out to State Street for a demonstration today.

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