By implementing Charles River IMS, VTB Capital Investment Management benefits from strategy-based asset management, enhanced pre-trade compliance monitoring and risk management, multi-asset, multi-currency performance measurement, attribution and performance risk, strong integration and data reconciliation capabilities.
Vladimir Potapov, Global Head of Portfolio Management, VTB Capital Investment Management said: “We have a highly-complex account structure, and Charles River IMS delivers the views, asset and cash management, and the modelling and trading tools we require to support the diverse investment needs of individual, high-net worth and institutional clients. We now have an enhanced integrated solution that simplifies our internal processes and creates efficiencies across business lines.”
Alexander Fedotov, Head of IT at VTB Capital Investment Management commented: “The implementation managers analyzed our business requirements, delivered basic customization, built interfaces, implemented compliance rules and provided training for our portfolio managers, compliance and risk officers and IT staff.”
Tim Green, Managing Director-EMEA, Charles River said: “Asset managers worldwide are looking for a complete solution that is usable and manageable at a reasonable cost. As the first Russian firm to automate its operations with Charles River IMS Version 9, VTB Capital Investment Management now has a competitive advantage in the region and a scalable system to support future needs and challenges.”
About VTB Capital Investment Management
VTB Capital Investment Management (VTB Capital IM, www.vtbcapital-im.com
) is one of the key business divisions of VTB Capital, VTB Group investment arm. This enables us to use the international platform and experience of VTB Capital’s experts, bringing an unambiguous advantage to existing and potential clients, and making it possible to provide a wide range of investment solutions for individual and institutional investors.
Our main offerings include open-ended unit investment funds, discretionary managed accounts for high net worth individuals and financial institutions, including money of pension funds, insurance companies, endowment funds of nonprofit organizations and money of indemnification funds of self-regulating organization. We are also engaged in management of venture funds, private equity and hedge funds.
About Charles River
Charles River provides an enterprise solution to automate the investment management process across asset classes and streamline front- and middle-office operations for buy-side firms. A single solution integrates software, hosting, application management, data and FIX connectivity to support portfolio management
, performance and risk
, compliance monitoring
, order and execution management, and post-trade processing. The company has more than 350 clients in 43 countries in the institutional asset and fund management, alternative investments, wealth management, insurance, banking, pension and custody markets.