Charles River Investment Management Solution (Charles River IMS) combines all of the capabilities needed to manage institutional fixed income portfolios, from portfolio construction and risk analysis to trading, position management and post trade processing. The front and middle office access a shared and consistent view of positions, exposures, and collateral.

Firms can implement their entire fixed income investment process on Charles River IMS for all products and strategies, including total return, smart beta, risk parity and liability driven products. A scalable, cloud-based infrastructure provides traders and portfolio managers with the data, analytics, and benchmarks required to support each desk and asset class, from rates to credits, and bank loans to structured products.

Fixed Income Managers Can:

  • Respond faster to market opportunities and make more informed allocation, targeting, and hedging decisions
  • Readily understand the portfolio’s exposure to counterparty, credit, rate, geographic or sector risk
  • Increase portfolio manager and analyst productivity by providing a complete set of capabilities across the investment process
  • Access leading fixed income ECNs, allowing traders to stage orders and receive completed trade details after execution
  • Leverage advanced trading capabilities including generic order handling, multiple-quote support, streamlined booking of complex swaps, trading on price, yield, spread, swap rate and deal spread
  • Eliminate disparate portfolio management, risk, performance, and middle-office platforms by managing all products and asset classes on Charles River IMS

MSCI Fixed Income InsightINSIGHT: PARTNER ECOSYSTEM

Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS

Open architecture platforms such as Charles River IMS address the need for robust and flexible portfolio analytics by ensuring interoperability with a growing ecosystem of third-party providers such as MSCI.
View Article >

INSIGHT: PARTNER ECOSYSTEM


MSCI Fixed Income Insight

Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS

Open architecture platforms such as Charles River IMS address the need for robust and flexible portfolio analytics by ensuring interoperability with a growing ecosystem of third-party providers such as MSCI.
View Article >

Fixed Income Execution Management

A demo on the latest fixed income execution and how webapps in our Inventory Hub are integral to providing release-independent capabilities.

Applying MSCI’s Fixed Income Performance Attribution

Charles River and MSCI discuss and demo applications of MSCI’s Fixed Income Performance Attribution model in Charles River.

Fixed Income Partner Ecosystem

Gaining Visibility into Multi-Asset Trading Performance with BestX® and Charles River

BestX State Street

Our partnership and seamless integration with BestX provides comprehensive transaction cost analysis (TCA) capabilities across asset classes. Watch these videos to learn how BestX helps traders and analysts gain deeper insight into transactions costs and execution quality.

Fixed Income

Watch this video with Chris Jarman to learn about BestX TCA for fixed income traders. With coverage for 2.7 million bonds and rate futures, BestX helps fixed income desk gain better insights into their sell-side partners to lower transaction costs and improve executions.

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Looking for an Investment Management Solution?

Want to learn more? Get in touch.

We're ready to answer your questions. Contact Sales & Marketing by filling out this form.

Follow us on our social channels to stay up-to-date on all Charles River News and Events.