Press Release

Charles River’s 2014 Global Client Conference Showcases SaaS Strategy and Solutions

November 3, 2014

Boston – Charles River, an enterprise-wide, front and middle office investment management solutions provider, today announced that over 600 attendees representing 150 client firms and industry partners from 17 countries participated in its 2014 Global Client Conference, held October 26-29 in Boca Raton, Florida. The conference highlighted new functionality of the Charles River Investment Management Solution (Charles River IMS), expanded SaaS-based services, and current trends and challenges facing
buy-side firms.

“The advantages of Software-as-a-Service (SaaS) via the cloud are indisputable for front- and middle-office systems, and Charles River’s SaaS strategy was a key focus of this year’s Conference,” said Peter K. Lambertus, President and CEO, Charles River. “Attendees heard directly from other Charles River clients on how our fully-hosted solutions ensure continuously up-to-date software, high-quality data, direct end-user support, and improved operations, all at lower cost and risk.”

The two- and a half day, multi-track program offered nearly 70 client presentations, product sessions and demonstrations designed for Executives, Portfolio Managers, Traders, Wealth Managers, Compliance/Risk Managers and Business Operations/Data professionals. Sessions highlighted the latest offerings, including new fixed income/derivatives workflows, electronic bond quoting/execution with dealers, Charles River’s integrated Investment Book of Record (IBOR), the high-performing new Manager Workbench portfolio management system, a comprehensive Security Master Enterprise Data Management (EDM) that dramatically improves client data, Compliance-as-a-Service (CaaS), and new solutions for private wealth managers and financial advisors.

The next Charles River Client Conference will be held June 12-15, 2016 in Boston.

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.