Fixed Income

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, SaaS-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.

• 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

Moving from Electronification to Automation in Fixed Income Markets

Viewpoints: Evolution of the Smart OEMS – Using Analytics to make More Informed Trading Decisions

Viewpoints: Managing Funds by Strategy – Decoupling from the Back Office

Liquidity, Execution and Collaboration: Old Problems, New Solutions

Easing the e-Trading Transition

An Execution Analysis Framework

How an OEMS Helps Buy-Side Firms Achieve Best Execution

Measuring and Sourcing Fixed Income Liquidity with a Buy-Side OEMS

How an OEMS Bridges the Gap Between Traditional and Electronic Fixed Income Market Structure

VIDEO: The Downsized Fixed Income Trading Desk: Technology Challenges & Opportunities

VIDEO: Optimizing Fixed Income Execution

VIDEO: Streamlining the Fixed Income Investment Process

VIDEO: New Directions in Fixed Income Trading

VIDEO: TABB Forum Fixed Income 2017 – Liquidity, Price Transparency and Regulations