Press Release

Charles River’s EMEA Client Conference 2014 Highlights Buy-Side Trends and Cloud Solutions

March 31, 2014

London Charles River, a front and middle office investment management solution provider, today announced that over 150 attendees, representing 35 firms from 9 countries, participated in its EMEA Client Conference 2014, held March 26th and 27th in Windsor, UK. Clients discussed current industry trends and viewed product and service enhancements to the private-cloud based Charles River Investment Management Solution (Charles River IMS).

“Buy-side firms worldwide face a number of common challenges that hamper their ability to deliver new investment strategies and drive growth,” said Stephen Butcher, Managing Director-EMEA, Charles River. “The conference was a great opportunity for EMEA clients to view firsthand Charles River’s solutions for ensuring data accuracy, streamlining trading workflows, eliminating investment managers’ dependence on back-office systems, and coping with ever-changing regulations. They also provided valuable feedback on the future direction of Charles River’s products.”

Discussions focused on key topics impacting Portfolio Managers, Traders and Compliance executives, including: optimizing portfolio management and construction; increasing trading efficiency; managing risk and global compliance; improving data quality with an integrated Investment Book of Record; and reducing operational risk and technology costs with cloud-based managed services. Attendees also learned how Charles River’s web- and tablet-based solutions provide easy remote access for institutional and wealth advisors when away from the office.

The next Global Charles River Client Conference will be held October 26-29, 2014 in Boca Raton, Florida.

About Charles River

Charles River provides an end-to-end solution to automate front and middle office investment management functions across asset classes on a single platform. The solution offers a simplified operating model that includes enterprise software, data, application management/upgrades, hosting and FIX network to improve investment professional productivity, control risk and lower technology costs. Charles River serves more than 350 investment firms in 43 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets.