Charles River in North 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, the fully-integrated Charles River Network for global electronic trading via FIX (Financial Information eXchange) and Charles River TBA for complete automation of TBA processing.
Charles River maintains a local presence in all major financial centers worldwide. In North America, Charles River has headquarters in Burlington, Massachusetts; a regional office in New York; a presence in Chicago, Illinois, Hartford, Connecticut, and San Francisco, California; and implementation managers stationed throughout the region for full implementation capabilities and technical support.
Charles River serves over 300 diverse investment management clients worldwide, including leading firms across Canada and the United States.