Charles River in Asia-Pacific (APAC)
Charles River Development is a front- and middle-office investment software solutions provider for more than 350 buy-side firms worldwide.
The Charles River Investment Management Solution (Charles River IMS) is a multi-asset class, multi-currency software solution that provides complete straight-through processing on a single, consolidated platform. Offered individually or part of a tightly integrated suite, Charles River IMS modules automate: decision support and portfolio management; pre-trade, in-trade (at any stage of the trade cycle), post-execution, and end-of-day compliance; order management, electronic trading, and execution management; post-trade matching and settlement; and performance measurement, attribution, and performance risk. Additional components include the Charles River Anywhere browser-based workstation, and the fully-integrated Charles River Network for global electronic trading via FIX (Financial Information eXchange).
Since signing its first client in APAC more than a decade ago, Charles River has continuously added region-specific functionality to address local needs. These include multiple time zones, market account codes, local language sets, region-specific security types and associated workflows, and support for distinct legal and compliance requirements. Pre-built compliance rule libraries help support Shari'ah and other ethically-based portfolio requirements, as well as local regulations such as those set out by: Australia: ASIC Substantial Holdings, Hong Kong: Securities and Future Commission (SFC) and Mandatory Provident Fund Schemes Authority (MPF), Japan: Investment Trust Association (ITA), Singapore: Monetary Authority of Singapore Collective Investment Schemes (CIS) and Central Provident Fund Board (CPF) and Thailand: Securities and Exchange Commission (SEC).
Charles River maintains Asia-Pacific regional headquarters in Melbourne, and has offices in Tokyo, Hong Kong, Singapore and Beijing. A team of over 60 Charles River dedicated specialists provide investment managers with local implementation, consulting and support services with many fluent in English, Indonesian, Korean, Japanese and Mandarin.
Charles River serves over 120 client sites across the Asia-Pacific region including: Australia, China, Hong Kong, India, Indonesia, Japan, Korea, Malaysia, New Zealand, Singapore, Taiwan, Thailand and Vietnam.
Charles River IMS manages complex and diverse instruments and workflows to suit the needs of APAC markets. Representative clients in the region include:
- Aberdeen Asset Management: multiple locations across APAC
- Krungsri Asset Management Co. Ltd: Thailand
- BT Investment Management: Australia
- Mitsubishi UFJ Asset Management: Japan
- Nomura Asset Management: Japan
- Nissay Asset Management: Japan
- Eastspring Investments: multiple locations across APAC
- Schroders Investment Management: multiple locations across APAC
- Telstra Super: Australia
- Tyndall Investment Management: Australia and New Zealand