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Products-Charles River Development

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.

Modernizing Operations at Operadora de Fondos Banorte with Cloud-Based Platform

Operadora de Fondos Banorte, SA de CV, SOFI, Grupo Financiero Banorte (“BANORTE”), a prominent mutual fund company in Mexico, has recently implemented Charles River’s cloud-based Investment Management Solution (Charles River IMS) to modernize its front, middle, and back-office operations. Banorte is utilizing Charles River IMS to efficiently manage its domestic and international equity, fixed income, and multi-asset portfolios. By adopting this innovative platform, Banorte aims to streamline operations, enhance portfolio management, and ensure regulatory compliance.

Streamlining Syndicated Loan Trading with Charles River® and Octaura Interface

Charles River Development has introduced a two-way interface with Octaura to simplify syndicated loan trading workflows. This interface enables customers of both Charles River and Octaura to streamline their loan trading processes, enhance efficiency, and promote transparency. Octaura's electronic syndicated loan trading solution provides trading protocols, real-time data, and analytics on a single platform, while Charles River IMS automates the investment process across asset classes. The collaboration between Charles River and Octaura is set to revolutionize loan trading operations and deliver significant benefits to investors.

Expanding Cloud-Based Technology at T. Rowe Price with Charles River IMS

T. Rowe Price, a leading investment management firm, has expanded its use of cloud-based technology by transitioning to Charles River’s Investment Management Solution (Charles River IMS). By leveraging Charles River IMS for portfolio management, trading, and compliance, T. Rowe Price aims to enhance operational efficiency, streamline processes, and ensure regulatory adherence. Additionally, T. Rowe Price will utilize the State Street Alpha® Data Platform (ADP) for data management services, further optimizing their investment operations.

Optimizing Front Office Operations for Perpetual Group with Charles River® IMS

Charles River Development has been selected by Perpetual Group to manage the front office operations of its Australian asset management business. Perpetual will implement the Charles River Investment Management Solution (Charles River IMS) to oversee its domestic and global portfolios, order and execution, compliance, post-trade processing, and front office data. By partnering with Charles River, Perpetual aims to enhance operational efficiency, improve compliance processes, and streamline front office operations to better serve its clients.

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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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Enhancing Investment Management with Charles River's Portfolio Management Solution

Efficient Portfolio Management

Charles River Development offers a comprehensive portfolio management solution that empowers investment managers to effectively handle exposures, understand holdings, and evaluate the impact of asset allocation decisions. The centralized portfolio management workbench integrates intuitive data visualization with analytics and risk metrics, providing a user-friendly interface for portfolio managers to streamline their workflow. This enables better communication with compliance officers, risk managers, and traders, fostering collaboration and enhancing decision-making processes.

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