Case Study The Charles River Investment Management System (Charles River IMS) is an award-winning software suite for all security types that streamlines, automates, and enhances investment management operations from decision support through settlement. Charles River IMS provides the comprehensive tools portfolio managers, dealers and traders, operations, and compliance personnel require on one scalable platform. Whether deploying individual components or the full suite, investment managers can benefit from lower costs and risk and increased operational efficiencies.
Charles River IMS is a practical solution for all types of investment management firms, including :
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Comprised of four seamlessly-integrated modules (Charles River Manager, Charles River Trader, Charles River Compliance, and Charles River Post-Trade), Charles River IMS provides comprehensive functionality for portfolio management, trading, compliance, and centralized post-trade processing. Deploy the full suite for a comprehensive solution (Charles River IMS) or integrate individual components with existing systems.
Charles River IMS sits at the center of investment management operations. Serving as a control center and information hub, it seamlessly connects internal departments to external trading destinations for best execution, as well as accounting systems, counterparties and more to reduce errors, mitigate risk, and increase efficiencies.
Benefits
Investment managers around the globe benefit from the fact that the Charles River Investment Management System (Charles River IMS) is:- Comprehensive —Charles River IMS supports all security types, including global equities, fixed income, money market securities, currencies, and derivatives.
- Scalable —Charles River IMS’s n-tier architecture leverages industry-standard and state-of- the-art technologies to maximize performance, flexibility, and scalability.
- Open —Message-based application programming interfaces (APIs) and exposed Web services facilitate rapid systems integration.
- Connected —Stay connected to brokers, electronic trading destinations, market data, analytics, and counterparties through industry-standard messaging protocols and interfaces.
- Global —Conduct 24 X 7 trading and operations across diverse geographical locations.
- Multi-Currency —Conduct dealing and portfolio management in any trade or base currency.
- Customisable —Flexible and configurable, the Charles River IMS architecture supports all organizational structures, desk types, workflows, user profiles, and preferences.
- Compliant —Charles River IMS provides extensive and seamless pre-trade, post-execution, and end-of-day compliance monitoring and ships with a global library of regulatory and general example rules.
- Functionally Rich —Rich functionality includes support for advanced cash management and forecasting, exposure measurement, integrated analytics, security swapping, and Web reporting.
- User-Friendly —Charles River IMS is easy to operate with an intuitive interface, quick navigation, 'drag and drop' capabilities, and more.
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