Alternative Investment Managers

Access global liquidity, monitor real-time P&L and risk, ensure faster execution and manage complex products and strategies.

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.

- 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.