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Alternative Investment Managers

Access global liquidity, monitor real-time P&L and risk, help ensure faster execution and manage complex products and strategies.

Traders, Analysts and Portfolio Managers

The Charles River Investment Management Solution provides both large and small alternative investment managers with extensive decision support capabilities for creating and managing multiple strategies and sub-strategies across all asset classes, including complex derivatives, FX and commodities.

REAL-TIME RISK AND PERFORMANCE – Increased automation and position-level transparency help firms support active management styles, calculate P&L in real-time throughout the trading day, and help gain a comprehensive global view of investment performance and risk exposures.

MINIMIZE RAMP-UP TIME
– Out-of-the-box templates and flexible configuration of user interfaces and workflows help minimize ramp-up time for new strategies and products. An open architecture streamlines the integration of proprietary technology such as portfolio optimization tools. Charles River’s SaaS-based solution alleviates staffing and infrastructure pressures, simplifies day-to-day operations, and scales seamlessly with business needs.

INTEGRATED COMPLIANCE – Automated compliance and risk monitoring across the trade lifecycle leverage extensive pre-built rule libraries. This helps firms meet regulatory obligations such as global shareholder disclosure (GSD) reporting and Dodd-Frank and MiFID II trade execution mandates.

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 >

Viewpoints - Migrating and Managing Investment Technology in the Cloud THUMBNAILMigrating & Managing Investment Technology in the Cloud

Learn about the benefits and best practices of migrating Charles River IMS to cloud-based SaaS from a buy-side client perspective. Growing regulatory burdens, shrinking profit margins, and rapidly changing markets are forcing buy-side firms to rethink their technology solutions and deployment options. Partially in response to these challenges, firms are increasingly migrating their front and middle office systems to the cloud. Cloud deployment provides a number of key benefits, including frequent software upgrades, high quality data, predictable costs, and the latest cybersecurity.

Read the Viewpoint >

Viewpoints - Migrating and Managing Investment Technology in the Cloud THUMBNAIL

Migrating & Managing Investment Technology in the Cloud

Learn about the benefits and best practices of migrating Charles River IMS to cloud-based SaaS from a buy-side client perspective. Growing regulatory burdens, shrinking profit margins, and rapidly changing markets are forcing buy-side firms to rethink their technology solutions and deployment options. Partially in response to these challenges, firms are increasingly migrating their front and middle office systems to the cloud. Cloud deployment provides a number of key benefits, including frequent software upgrades, high quality data, predictable costs, and the latest cybersecurity.

Read the Viewpoint >