Equities

Charles River IMS supports the entire equity investment process, from portfolio construction and risk analysis to position management and post-trade processing. Charles River’s combined order and execution management system (OEMS) eliminates the need for separate execution management systems, which helps traders work more productively. Traders can manage trade execution strategies, streamline complex workflows into “one-click” execution, and monitor market data and active orders. Full integration with portfolio management functions enables better communication between traders and managers.

Equity Managers and Traders can:

  • Implement active and passive investment strategies using centralized asset allocation and security selection capabilities for top-down and bottom-up portfolio management
  • Fulfill organizational and fund mandates by rebalancing portfolios or utilizing cash invest/divest capabilities to align positions with their respective model or index
  • Efficiently manage holdings by targeting on country, region, currency, industry/sector and market cap
  • Create, place and execute orders in one OEMS with integrated market data and charting
  • Make more informed order execution and routing decisions using embedded Transaction Cost Analysis
  • Focus trader attention on more complex, less liquid orders by utilizing automated smart order routing for low touch orders
  • Eliminate disparate portfolio management, risk, performance, and middle-office platforms by managing all products and asset classes on Charles River IMS

Building Smarter Portfolios Using Factor Models Across the Investment ProcessBuilding Smarter Portfolios Using Factor Models Across the Investment Process

As institutional portfolios grow in size and complexity, factor models play increasingly important and versatile roles across the buy-side investment process. Join Dan diBartolomeo, President of Northfield Information Systems and Katya Taycher, Director of Product Management at Charles River for a panel discussion on how firms are using factor models to improve risk and portfolio management decision making, support innovative investment products, and enable their technology platform to support timelier insight into risks and opportunities.

Watch the Video >

Building Smarter Portfolios Using Factor Models Across the Investment Process

Building Smarter Portfolios Using Factor Models Across the Investment Process

As institutional portfolios grow in size and complexity, factor models play increasingly important and versatile roles across the buy-side investment process. Join Dan diBartolomeo, President of Northfield Information Systems and Katya Taycher, Director of Product Management at Charles River for a panel discussion on how firms are using factor models to improve risk and portfolio management decision making, support innovative investment products, and enable their technology platform to support timelier insight into risks and opportunities.

Watch the Video >