The Charles River Investment Management Solution provides both large and small alternative investment managers with extensive decision support capabilities for creating and managing multiple strategies and sub-strategies across all asset classes, including complex derivatives, FX and commodities.
REAL-TIME RISK AND PERFORMANCE - Increased automation and position-level transparency help firms support active management styles, calculate P&L in real-time throughout the trading day, and gain a comprehensive global view of investment performance and risk exposures.
MINIMIZE RAMP-UP TIME - Out-of-the-box templates and flexible configuration of user interfaces and workflows minimize ramp-up time for new strategies and products. An open architecture streamlines the integration of proprietary technology such as portfolio optimization tools. Charles River’s SaaS-based solution alleviates staffing and infrastructure pressures, simplifies day-to-day operations, and scales seamlessly with business needs.
INTEGRATED COMPLIANCE - Automated compliance and risk monitoring across the trade lifecycle leverage extensive pre-built rule libraries. This helps firms meet regulatory obligations such as global shareholder disclosure (GSD) reporting and emerging Dodd-Frank and MiFID II trade execution mandates.