Charles River Resources

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

Charles River Investment Management Solution (IMS) Brochure ThumbnailCharles 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.

View the Brochure >


Brochures:

Charles River IMS: Middle Office

Charles River IMS: Portfolio Management & Risk Analytics

Charles River IMS: Compliance

Charles River IMS: Fixed Income

Charles River IMS: Wealth Management Solution

Videos:

Welcome to State Street Alpha

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

 

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 >


Data Sheets:

ETF Management

Commission Management

Managing Bank Loans

Liability Driven Investing (LDI)

Charles River Everywhere

Charles River Performance

Collateral Management

Charles River Manager Workbench

Streamlining Front Office Technology

Global Investment Performance Standards (GIPS) Compliance

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

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