Charles River Resources

Articles, Brochures, Data Sheets, Insights, Videos and Whitepapers
CHARLES RIVER SOLUTIONS

Charles River Investment Management Solution (IMS) Brochure ThumbnailCharles River Overview Brochure:

Charles River Investment Management Solution

Find out how the Charles River IMS helps automate the front and middle office processes for investment firms in more than 40 countries, including 50 of the top 100 investment managers.

View the Brochure >


Brochures:

Charles River IMS: Middle Office

Charles River IMS: Portfolio Management & Risk Analytics

Charles River IMS: Compliance

Charles River IMS: Managing the Fixed Income Investment Process

Charles River IMS on Azure

Wealth Management Solution

Case Study:

Client Story – Madison Investment Advisors

PORTFOLIO MANAGEMENT & RISK ANALYTICS

Charles River IMS: Portfolio Management and Risk AnalyticsCharles 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.

View the Brochure >



Portfolio Management & Risk Analytics Information Center

Data Sheets:

Commission Management

Managing Bank Loans

Liability Driven Investing (LDI)

Charles River Everywhere

Charles River Performance

Collateral Management

Charles River Manager Workbench

Global Investment Performance Standards (GIPS) Compliance

Partner Data Sheets:

MSCI Barra and RiskMetrics Portfolio and Risk Analytics in Charles River IMS

Axioma I Qontigo: Tools for Portfolio Optimization and Risk Analytics in Charles River IMS

Northfield Portfolio and Risk Analytics in Charles River IMS

Real-time Actionable Intelligence with Liquidnet’s Investment Analytics and Charles River OEMS.

FINCAD Analytics in Charles River IMS

Insights:

Delivering a High Quality User Experience to the Front Office: The Importance of Themes, and Why the Dark Matters

Viewpoints: The Convergence of Buy-Side Risk and Performance Solutions

Viewpoints: How Factor Models Inform the Investment Process –  Differentiating Risk and Return Drivers

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

TRADING - ORDER & EXECUTION MANAGEMENT

Order Management System Viewpoints ThumbnailCharles 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.

View the Viewpoint >


Data Sheets:

Transaction Cost Analysis (TCA)

Charles River Trader

Collateral Management

Commission Management

Charles River’s MiFID ll Solution

Charles River Inventory Hub

Managing Bank Loans

ICE Data Services Continuous Evaluated Pricing in the Charles River IMS

KCG BondPoint and Charles River IMS

Charles River trading with UBS Bond Port

Securities Financing Transactions Regulation (SFTR) FAQ Insights

Insights:

Delivering a High Quality User Experience to the Front Office: The Importance of Themes, and Why the Dark Matters

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

Evolution of the Smart OEMS

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

Rethinking the Middle Office: Solving Buy-side Challenges with Financial TechnologyCharles 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.

View the Insight >


Data Sheets:

Trade Settlement

Post-Trade Processing & Settlement

Collateral Management

Charles River’s IBOR Solution

Insight:

IBOR: Improving Buy-Side Decision Support with Position-Level Transparency

Video:

Buy-Side Collateral Management Challenges

POSITION MANAGEMENT & IBOR

Creating Efficiencies and Reducing Operational Risk with an Investment Book of Record (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).

View the Insight >


Data Sheet:

Charles River’s IBOR Solution

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

EQUITIES

Controlling Multi-Asset Risk with an Order and Execution Management System VIDEOCharles 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.

View the Video >


Data Sheets:

Trade Settlement

Post-Trade Processing & Settlement

Transaction Cost Analysis (TCA)

Charles River Trader

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:

Real-Time Decision Support with Charles River TCA

OTC DERIVATIVES

Bobsguide The New OTC Challenge: Optimizing Collateral Management in the Front and Middle OfficeCharles 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.

View the Insight >


Data Sheets:

Over-the-Counter Derivatives

Collateral Management

Charles River Trader

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:

Buy-Side Collateral Management Challenges

Featured Client Story:

CRD Case Study Madison Investment Advisors

Case Study: Madison Investment Advisors is a Wisconsin-based independent firm with $16 Billion assets under management.

Learn More >

Featured Viewpoint:

Viewpoints: Wealth - Renewed Focus on Households in Portfolio Management

The Renewed Focus on Households in Portfolio Management
Enabling Holistic Outcomes with Technology

Read More about this Conversation >

Follow Us