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Products-Charles River Development

Empowering Traders with Charles River IMS: Streamlined Order and Execution Management

Consolidated Order and Execution Management System

Charles River IMS revolutionizes trading operations by seamlessly integrating an Order Management System (OMS) with multi-asset execution capabilities to form a consolidated Order and Execution Management System (OEMS). This innovative platform empowers traders to efficiently manage high touch orders, mitigate trade risks, and ensure best execution practices. By providing comprehensive support throughout the trade lifecycle, including integrated compliance and workflow automation, clients can effectively handle even the most complex institutional portfolios within a single unified system.

Key Features and Advantages

The Charles River OEMS eliminates the inefficiencies associated with utilizing separate order and execution management platforms, such as multiple interfaces, fragmented workflows, and order staging dilemmas. Traders benefit from a seamless experience that eliminates the need to switch between systems or manually re-enter critical information, leading to time savings and reduced errors. Moreover, the platform extends its advantages beyond the trading desk, enhancing compliance and auditing practices, lowering operational risks, and simplifying overall infrastructure management.

Enhanced Capabilities

Key functionalities of Charles River IMS include a combined OMS and EMS supporting the full trading lifecycle, the ability to manage list and portfolio execution strategies, comprehensive compliance monitoring, and integrated visualization of broker and counterparty eligibility checks. Real-time market, order, and analytic data monitoring, along with streamlined trade and order data capture for regulatory reporting, further enhance the platform's capabilities. Traders can efficiently organize orders using spreadsheet-like filtering, grouping, and sorting features, while flexible openness through open APIs and configurable FIX integrations ensures seamless interoperability.

Global Connectivity and Network

With the Charles River Network facilitating fast and reliable direct access between buy-side clients and sell-side brokers, traders can access over 700 global liquidity venues and connect with numerous data providers and third-party Transaction Cost Analysis (TCA) providers. The platform supports trading across 150+ liquidity platforms and 540+ brokers globally, offering integration with over 90 algorithmic brokers supplying access to 600+ global and regional algorithms. The network's robust connectivity management and FIX software administration ensure efficient trading operations for clients.

Seizing the T+1 Settlement Opportunity

Charles River is well-positioned to support investment managers in transitioning to the T+1 trade settlement cycle, offering advanced services to enhance readiness, manage risks, and avoid settlement failures. The shift to T+1 settlement in the US, Canada, and Mexico presents a growth opportunity for organizations looking to drive operational improvements through process enhancements. By partnering with Charles River, investment managers can leverage a range of services designed to facilitate a seamless transition to the future settlement cycle.

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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.

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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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