Press Release

Charles River Showcases New Solutions at 2017 Global Client Conference

November 16, 2017

Boston – November 16, 2017 —  Charles River clients, partners and industry experts from 13 countries gathered at the Charles River 2017 Global Client Conference, held November 5-8 in Boca Raton, Florida. More than 550 attendees learned about Charles River’s newest offerings and discussed ongoing challenges for the buy side such as incorporating risk analytics into the investment process, expansion of passive investing, methods of integrating the front/middle/back offices and custody, managing OTC derivatives, and deployment of enterprise systems.

More than 50 presentations and panel discussions addressed important trends affecting the investment industry and how the Charles River Investment Management Solution (Charles River IMS) helps buy side firms improve investment decision making and front and middle office operations. Product specialists provided demonstrations of Charles River’s latest capabilities, and presented product strategy and roadmaps, including:

  • Consolidation of portfolio construction, PMA, risk and scenario analysis into a single workstation for portfolio managers
  • Multi-asset portfolio management
  • Trade execution optimization
  • Evolving middle office strategies and the central role of IBOR
  • Ensuring readiness for MiFID II, Global Shareholder Disclosure and other regulations
  • Staying current, improving data quality and reducing cost with Software as a Service (SaaS)

When not in meetings, attendees took advantage of the Demo Center covering the components of the Charles River IMS. The Solutions Pavilion offered opportunities to meet with 20 sponsoring partner firms providing algorithmic trading and execution venues, analytics, data, benchmarks, post-trade services, compliance services and IT infrastructure with the Charles River platform.

Charles River also made several announcements during the conference, highlighting its growing client base for both wealth and institutional investment management (Fiera Capital chooses Charles River IMS), ongoing partnership work to improve access to fixed income liquidity (Charles River partners with OpenDoor), and recent industry recognition (Charles River Compliance has won “Best Buy-Side Compliance Product”).

“We are continuously expanding the enterprise capabilities of the Charles River IMS and the conference lets our clients understand where we are headed, as well as see what’s available now and learn from other clients’ successes,” said Peter Lambertus, CEO, Charles River. ”To take advantage of these new capabilities, more clients are adopting our SaaS delivery model so they can stay up to date, ensure data quality and enable better investment decisions.”

About Charles River
Charles River enables sound and efficient investing across all asset classes. Over 350 firms worldwide use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution automates and simplifies investment management on a single platform – from portfolio management and risk analytics through trading and post-trade settlement, with integrated risk and compliance throughout. Headquartered in Burlington, Massachusetts, we support clients globally with more than 750 employees in 11 regional offices. For more information, please visit