Charles River in Latin America

Charles River Development is a front- and middle-office investment software solutions provider for hundreds of 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).

Available with Spanish and Portuguese language capability, Charles River IMS helps Latin American clients expand their operations into new asset classes and markets. The system supports region-specific security types and associated workflows, including corporate and government bonds, CDI-linked debentures and complex inflation-linked government notes. Pre-built compliance rule libraries help support local regulations, such as Brazil's Commissão de Valores Mobiliários (CVM) 409 rules for international investments.


Charles River maintains a local presence in all major financial centers worldwide. In Latin America, Charles River has sales and service partners in Sao Paulo, Brazil; in Mexico City and Santiago, Chilet.

Charles River serves over 350 diverse investment management clients worldwide, including over a dozen firms across Brazil, Chile, Mexico and Panama.