Charles River Resources
Articles, Brochures, Data Sheets, Insights, Videos and WhitepapersCHARLES RIVER SOLUTIONS
Charles River IMS Brochure:
Charles River Investment Management Solution: Overview
Charles River IMS is an enterprise investment management solution that helps managers streamline and centralize their operating models with modern, cloud-based technology that helps reduce operational costs and risk, support timely investment decisions, and speed time to market.
Brochures:
Charles River IMS: Middle Office
Charles River IMS: Portfolio Management & Risk Analytics
Charles River IMS: Fixed Income
Charles River IMS: Wealth Management Solution
Videos:
State Street Alpha Data Platform
State Street Alpha for Institutional Traders
State Street Alpha Portfolio Manager
Case Study:
Building Alpha Data Platform on Snowflake
Client Story – Madison Investment Advisors
WEALTH MANAGEMENT
Charles River Video:
Streamlining Wealth Manager and Sponsor Communications with Charles River Wealth Hub
By automating and consolidating communications with multiple sponsors, the Charles River Wealth Hub helps wealth managers reduce operating costs and errors, improve communications and support increased use of models.
Brochure:
Charles River IMS: Wealth Management Solution
Data Sheets:
Tailored Porfolio Solutions (TPS)
Charles River Wealth Hub for Managers
Charles River Wealth Hub for Sponsors
Video:
Charles River Wealth Hub: Streamlining Wealth Manager and Sponsor Communications
Charles River Tailored Portfolio Solutions: Portfolio Customizations at Scale
Insights:
Viewpoints: Enabling Growth in a Time of Change – Building a Wealth Platform for the Future
Turning the DoL Fiduciary Rule into Opportunities for Wealth Managers
PORTFOLIO MANAGEMENT & RISK ANALYTICS
Charles River IMS: Portfolio Management and Risk Analytics
Learn how the Charles River IMS Portfolio Management and Risk Analytics combines all of the necessary capabilities, data, analytics and bench marks needed to effectively manage large multi-asset portfolios. The scalable, cloud-based infrastructure helps ensure buy-side firms can handle complex multi-asset portfolios as well as large bench marks.
Data Sheets:
Liability Driven Investing (LDI)
Charles River Manager Workbench
Streamlining Front Office Technology
Global Investment Performance Standards (GIPS) Compliance
Insights:
Viewpoints: The Convergence of Buy-Side Risk and Performance Solutions
Viewpoints: Managing Funds by Strategy – Decoupling from the Back Office
Designing Smart Beta Portfolios (PART 1): Challenges and Considerations
Designing Smart Beta Portfolios (PART 2): The Role of Factor Models and Technology Considerations
How Fund Look-through Improves Buy-side Risk Monitoring and Performance Evaluation
Two Approaches to Buy-Side Scenario Analysis
Understanding Mortgage Prepayment Models
Building Smarter Portfolios with Factor Models
Streamlining Front Office Technology
Re-thinking Buy-Side Portfolio Decision Support
Enhancing Portfolio Construction with Factor Models
Valuing Interest Rate Swaps: The Importance of Dual Curve Stripping
Two Approaches to Stress Testing
Videos:
Buy-Side Collateral Management Challenges
Managing Funds by Strategy: Decoupling from the Back Office
Supporting Multi-Asset Product Management with Cloud-based Technology & Workflow Automation
Using Factor Models to Build Better Portfolios
A Holistic View of Risk & Return: Convergence of Technology & Portfolio Management
MIDDLE OFFICE
Charles River Brochure:
Charles River IMS: Middle Office
Charles River helps provide a comprehensive set of Middle Office capabilities for investment firms, including position and collateral management, post-trade and settlement, and PMA and GIPS compliance.
Data Sheets:
Post-Trade Processing & Settlement
Global Investment Performance Standards (GIPS) Compliance
Insights:
Rethinking the Middle Office: Solving Buy-side Challenges with Financial Technology
The New OTC Challenge: Optimizing Collateral Management in the Front and Middle Office
A Buy-Side Framework for Managing OTC Derivatives
Creating Efficiencies and Reducing Operational Risk with an Investment Book of Record (IBOR)
IBOR: Improving Buy-Side Decision Support with Position-Level Transparency
Videos:
The Changing Role of the Buy-Side Middle Office
TRADING - ORDER & EXECUTION MANAGEMENT
Charles River Viewpoint:
Evolution of the Smart OEMS: Using Analytics to make More Informed Trading Decisions
Our latest Viewpoint explores how order and execution management systems are helping traders analyze risks, react quickly to opportunities, and make better-informed decisions.
Data Sheets:
Transaction Cost Analysis (TCA)
Charles River’s MiFID ll Solution
Insights:
Viewpoints: Managing Funds by Strategy – Decoupling from the Back Office
Measuring and Sourcing Fixed Income Liquidity with a Buy Side OEMS
Liquidity, Execution and Collaboration: Old Problems, New Solutions
Designing Smart Beta Portfolios: Challenges and Considerations
How an OEMS Helps Buy-Side Firms Achieve Best Execution
Maximizing the Value of Multi-Leg Orders with an OEMS
Videos:
The Downsized Fixed Income Trading Desk: Technology Challenges & Opportunities
Controlling Multi-Asset Risk with an Order and Execution Management System
Buy-Side Collateral Management Challenges
Optimizing Fixed Income Execution
Streamlining Buy-side FX Trading
The Benefits of a Single MiFID Solution
TABB Forum Fixed Income 2017 – Liquidity, Price Transparency and Regulations
POST-TRADE
Charles River Insight:
Rethinking the Middle Office: Solving Buy-side Challenges with Financial Technology
Find out how the buy-side middle office is undergoing significant change, as new regulations, increased use of OTC derivatives, and fee compression force firms to reevaluate their existing staffing, workflows, and technology.
Data Sheets:
Post-Trade Processing & Settlement
Insight:
IBOR: Improving Buy-Side Decision Support with Position-Level Transparency
Video:
COMPLIANCE & REGULATION
Charles River Brochure:
Charles River IMS: Compliance
Find out how the Charles River Investment Management Solution automates compliance workflows and provides advanced compliance rule building, testing and maintenance, customizable reporting, and a complete audit history across the trade lifecycle.
Data Sheets:
Charles River Compliance LawCard® Solution
Global Shareholder Disclosure Service (GSDS)
Charles River Compliance Rule Advisory Service
Charles River’s MiFID ll Solution
Securities Financing Transactions Regulation (SFTR) FAQ Insights
Insights:
Viewpoints: APAC Asset Owners – An Industry in Transition
Turning the DoL Fiduciary Rule into Opportunities for Wealth Managers
Videos:
DATA MANAGEMENT
Data Sheets:
State Street Alpha℠ Data Services
Insights:
Viewpoints: APAC Asset Owners – An Industry in Transition
The New OTC Challenge: Optimizing Collateral Management in the Front and Middle Office
Creating Efficiencies and Reducing Operational Risk with an Investment Book of Record (IBOR)
An EDM Reality Check for the Buy-Side
Buy-side Data: Getting it Right
Video:
Ensuring High Quality Data Across the Buy-side Investment Process
POSITION MANAGEMENT & IBOR
Charles River bobsguide Insight:
Creating Efficiencies and Reducing Operational Risk with an Investment Book of Record (IBOR)
Charles River discusses the operational, regulatory, and competitive drivers for automated position management facilitated by the Investment Book of Record (IBOR).
Data Sheet:
Insight:
Viewpoints: Managing Funds by Strategy – Decoupling from the Back Office
IBOR: Improving Buy-Side Decision Support with Position-Level Transparency
Rethinking the Middle Office: Solving Buy-side Challenges with Financial Technology
The New OTC Challenge: Optimizing Collateral Management in the Front and Middle Office
OPERATIONS
EQUITIES
Charles River Video:
Controlling Multi-Asset Risk with an Order and Execution Management System
Growing buy-side adoption of cross-asset strategies adds new risks and complexity to a trader’s workload. In this interview, Charles River’s Alun Cutler discusses how a multi-asset order and execution management system (OEMS) helps firms support those strategies effectively while minimizing trade risk.
Data Sheets:
Post-Trade Processing & Settlement
Transaction Cost Analysis (TCA)
Charles River Manager Workbench
Insights:
Viewpoints: Managing Funds by Strategy – Decoupling from the Back Office
Viewpoints: Evolution of the Smart OEMS – Using Analytics to make More Informed Trading Decisions
Designing Smart Beta Portfolios (PART 1): Challenges and Considerations
Designing Smart Beta Portfolios (PART 2): The Role of Factor Models and Technology Considerations
Maximizing the Value of Multi-Leg Orders with an OEMS
Video:
FIXED INCOME
Charles River Brochure:
Charles River IMS: Managing the Fixed Income Investment Process
Learn how the Charles River IMS helps support the fixed income investment process, from decision support to trading, and position management to post-trade processing.
Brochure:
Streamlining Front Office Technology
Data Sheets:
Liability Driven Investing (LDI)
Charles River Manager Workbench
Insights:
Viewpoints: Managing Funds by Strategy – Decoupling from the Back Office
Viewpoints: Evolution of the Smart OEMS – Using Analytics to make More Informed Trading Decisions
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
Videos:
The Downsized Fixed Income Trading Desk: Technology Challenges & Opportunities
Optimizing Fixed Income Execution
Streamlining the Fixed Income Investment Process
New Directions in Fixed Income Trading
TABB Forum Fixed Income 2017 – Liquidity, Price Transparency and Regulations
OTC DERIVATIVES
Charles River Insight:
The New OTC Challenge: Optimizing Collateral Management in the Front and Middle Office
Collateralized OTC derivatives transactions help firms reduce credit risk when dealing with smaller, less capitalized counterparties, during periods of market shocks, and when holding long-dated positions. However, managing, monitoring, and optimizing collateral places a significant operational burden on the middle office.
Data Sheets:
Charles River Manager Workbench
Insights:
Viewpoints: Managing Funds by Strategy – Decoupling from the Back Office
Viewpoints: Evolution of the Smart OEMS – Using Analytics to make More Informed Trading Decisions
Rethinking the Middle Office: Solving Buy-side Challenges with Financial Technology
A Buy-Side Framework for Managing OTC Derivatives
Video: