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Products-Charles River Development

Empowering Wealth Managers with Tailored Portfolio Solutions

Customization Trends in Wealth Management

In the dynamic landscape of wealth management, the demand for personalized portfolios is on the rise. Investors now expect their wealth managers to craft portfolios that align with their unique circumstances and beliefs. This shift has led to customized portfolios becoming a crucial differentiator for wealth managers and advisors. However, historically, offering tailored portfolios has been challenging due to cost implications, operational hurdles, and technological limitations. Recent advancements, such as the move towards low or zero trading fees and the development of innovative technology solutions, have made it possible for firms to provide personalized portfolios on a larger scale.

The Power of Charles River’s Tailored Portfolio Solutions

Charles River's Tailored Portfolio Solutions, driven by Qontigo's Axioma Portfolio Optimizer engine, empowers wealth and asset management firms to deliver high-value portfolio customization at scale. With this platform, firms can efficiently manage the construction and trading of in-house models, third-party separately managed account strategies, and Direct Index programs tailored to each individual investor's needs. This solution enables wealth managers to adapt portfolios according to client-directed or manager-initiated constraints, allowing them to replicate the performance and risk attributes of a chosen benchmark within the client's portfolio.

Key Capabilities of Tailored Portfolio Solutions

Charles River's Tailored Portfolio Solutions provides a range of capabilities to enable wealth managers to offer highly customized portfolios efficiently. These capabilities include tax optimization, ESG customization, Direct Index implementation, household IPS integration, and portfolio optimization. Through tax optimization, managers can minimize tax burdens by managing tax events across accounts and incorporating client objectives. ESG customization allows investors to reflect their environmental and social values in their portfolios while adhering to benchmarks. Direct Indexing replicates index profiles while applying operational constraints. Additionally, portfolio optimization technology drives the customization process by building portfolios based on specific objectives and constraints.

Scalability and Efficiency

Charles River's Tailored Portfolio Solutions is designed to deliver personalized portfolios for the mass affluent market while mitigating tax burdens, integrating ESG convictions, replicating indices, and managing household accounts. The scalable technology allows for portfolio customization across large numbers of accounts, supporting business growth. The platform simplifies operational complexities that previously hindered customization at scale, with optimization technology serving as the driving force behind the solution.

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Empowering Compliance with Charles River's Comprehensive Solutions

Compliance Rule Advisory Service

Charles River's Compliance Rule Advisory Service is designed to augment internal compliance teams by providing expert assistance in rule-writing, maintenance, and support. This service ensures that organizations stay up-to-date with the latest regulatory requirements, helping them navigate complex compliance landscapes with ease. By leveraging Charles River's expertise, firms can streamline their compliance processes and focus on core business activities.

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Empowering Portfolio Management with Charles River Everywhere

Introduction to Charles River Everywhere

Charles River Everywhere revolutionizes the way financial professionals manage portfolios by offering a web-based, multi-platform solution that ensures access to critical tools anytime, anywhere. This comprehensive portfolio management, compliance, and trading system is designed to cater to the needs of thousands of users, providing a scalable and configurable framework that allows for personalized information management for complex accounts and client relationships.

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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.

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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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