Empowering Private Market Investors with Seamless Deal Management Solutions

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Products-Charles River Development

Empowering Private Market Investors with Seamless Deal Management Solutions

Deal Activity Transparency

One of the critical challenges faced by private market investors is the need to deploy capital quickly and efficiently. However, dealing with data spread across various systems like CRMs, spreadsheets, emails, PDFs, and external data sources can hinder decision-making processes. Charles River Development offers a comprehensive solution for Deal Management in Private Markets. This cloud-based platform consolidates data from multiple sources, including spreadsheets, CRMs, fund administrators, and point solutions. By providing a centralized repository for all investment data, the platform enables deal managers to make well-informed decisions promptly. Additionally, the solution facilitates accretion and dilution analysis across the investment portfolio, ensuring seamless data transport from pre- to post-investment stages with complete workflow transparency.

Private Market Insights

Charles River for Private Markets not only addresses the challenge of data consolidation but also empowers investors with actionable insights. By normalizing and consolidating investment data within a unified platform, the solution eliminates data silos and enhances response times to LP queries. This allows investment teams to gain a holistic view of deal activities and valuations across different teams, leading to more informed investment decisions. Moreover, the platform streamlines pre- and post-investment data management, reducing manual efforts required for translating deal data into back-office accounting. With integrated reporting capabilities, including connections to market research platforms like Pitchbook, investors can perform comprehensive deal analysis for strategic decision-making.

Trust Your Data, Gain Better Insights

The core strength of Charles River for Private Markets lies in its ability to institutionalize deal management processes with necessary controls and approvals at each stage. By providing full workflow transparency into data and document changes, the platform ensures accountability and compliance throughout the investment lifecycle. Offering a single platform for managing all investment and deal data, Charles River enables seamless integration with market research platforms, enhancing the overall analytical capabilities for deal evaluation. The solution also enables automated accretion and dilution analysis, empowering investors to identify deals that optimize portfolio performance effectively.

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Innovative Solutions for Investment Management with Charles River Development

Automating Front and Middle Office Operations for Ethical Investment

Charles River Development recently announced that Australian Ethical Investment has chosen the Charles River Investment Management Solution (Charles River IMS) to automate its front and middle office processes. Australian Ethical, known for its leadership in ethical investment, will utilize Charles River IMS for portfolio and risk management, trading, compliance, performance measurement and attribution (PMAR), investment book of record (IBOR), and transaction management. By leveraging Charles River IMS, Australian Ethical will streamline its operations, enhance efficiency, and ensure compliance with ethical investment principles.

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Maximizing Investment Performance with Charles River IMS

End-to-End Investment Lifecycle Support

The Charles River Investment Management Solution (Charles River IMS) offered by Charles River Development is a comprehensive platform that automates front and middle office processes for buy-side firms. This solution is pivotal in providing accurate and timely investment decision support for institutional and wealth managers, alternative investment firms, insurers, and asset owners. By utilizing Charles River IMS, clients can streamline operations, reduce risk, and improve reliability in their investment processes. One of the key strengths of Charles River IMS is its ability to support the entire investment lifecycle on a single platform, covering portfolio and risk management, trading, and post-trade settlement, with integrated compliance management throughout. Additionally, the platform includes an Investment Book of Record (IBOR) that furnishes real-time cash and position data, along with Charles River's Enterprise Data Management solution (EDM) to enhance data accuracy, consistency, and completeness.

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Empowering Financial Management with Charles River Development Technical Support Resources

Enhanced Technical Support for Seamless Operations

Charles River Development (CRD) offers a robust suite of technical support resources aimed at empowering financial management institutions with the tools they need to ensure seamless operations. Whether you are a seasoned professional or new to the industry, CRD's technical support caters to your unique requirements. The support team is dedicated to providing timely assistance, resolving issues efficiently, and maximizing the functionality of CRD's solutions for your organization's benefit.

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Revolutionizing Middle Office Operations with Charles River Investment Management Solution

Introduction to Charles River IMS

Charles River Investment Management Solution (Charles River IMS) stands out as a comprehensive middle office solution that offers significant advantages over traditional outsourcing options. By providing a complete set of middle office capabilities, including investment accounting, cash management, position and collateral management, as well as post-trade processing and settlement, Charles River IMS empowers financial firms to efficiently handle complex operations in-house.

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State Street Global Privacy Notice

Introduction

State Street is dedicated to safeguarding your personal information in compliance with privacy laws. This Global Privacy Notice outlines how State Street Corporation and its subsidiaries handle, process, and protect your Personal Data. The notice applies to data collected online, offline, or during events and interactions with State Street.

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