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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.

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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

Wealth Management Solution

Supporting Growth and Minimizing Risk with Private Cloud Deployment

Case Study:

Client Story – Madison Investment Advisors

WEALTH MANAGEMENT

Viewpoints: Wealth - Renewed Focus on Households in Portfolio ManagementCharles River Viewpoint:

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

The ability to offer holistic, household level solutions that improve investor outcomes is an increasingly important differentiator for financial advisors and wealth management firms. In this panel discussion, we explore household wealth management and technology solutions.

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Brochure:

Charles River Wealth Management Solution

Data Sheets:

Charles River Wealth Hub

Charles River Everywhere

Charles River Anywhere

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

Minimizing Performance Dispersion between Models and SMAs

Scaling SMAs to Improve Investment Performance

Video:

The Renewed Focus on Households in Portfolio Management

The Wealth Market In Asia

Solution de contrôle et automation au service de la banque privée

PORTFOLIO MANAGEMENT & RISK ANALYTICS

Viewpoints: Building Smarter Portfolios Using Factor ModelsHow Factor Models Inform the Investment Process

Factor models are changing the way investment managers construct portfolios and analyze portfolio risk. Many firms have turned to a factor-based approach because it removes the artificial constraints of asset class definitions, helping managers focus on risk drivers across their entire portfolio.

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Portfolio Management & Risk Analytics Information Center

Brochures:

Charles River IMS: Portfolio Management & Risk Analytics

Data Sheets:

Charles River Everywhere

Scenario-Analysis

Empowering Portfolio Managers with OTAS Analytics in Charles River

Charles River Performance

Collateral Management

Charles River Manager Workbench

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

Building Smarter Portfolios Using Factor Models Across the Investment Process

Managing Funds by Strategy: Decoupling from the Back Office

Supporting Multi-Asset Product Management with Cloud-based Technology & Workflow Automation

Risk Management and Stress Testing

Using Factor Models to Build Better Portfolios

Exploring the Changing Portfolio Risk Analytics Landscape

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.

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Data Sheets:

Superior Trade Decision Support with OTAS Analytics in Charles River

Transaction Cost Analysis (TCA)

Charles River Trader

Collateral Management

Charles River’s MiFID ll Solution

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:

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.

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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

Whitepaper:

IBOR: Driving Operational Efficiency in the Front and Middle Office

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).

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Data Sheet:

Charles River’s IBOR Solution

Whitepaper:

IBOR: Driving Operational Efficiency in the Front and Middle Office

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

Supporting Growth and Minimizing Risk with Private Cloud DeploymentCharles River eBook:

Supporting Growth and Minimizing Risk with Private Cloud Deployment

Investment managers can help improve operations and better support their front and middle office with Software as a Service (SaaS) and private cloud deployment. Find out how our buy-side clients are using Charles River SaaS to access the latest technology, scale for future growth, and minimize operational risk.

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Insights:

Viewpoints: Migrating and Managing Investment Technology in the Cloud

Viewpoints: APAC Asset Owners – An Industry in Transition

Improving Operations – Migrating to SaaS, Steps to Success

Brochure:

Charles River Software as a Service (SaaS) Operations Brochure

Data Sheet:

Charles River Everywhere

Video:

Simplifying Buy-Side Operations with SaaS

FIXED INCOME

Charles River IMS: Managing the Fixed Income Investment ProcessCharles 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.

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Brochure:

Streamlining Front Office Technology

Data Sheets:

Scenario-Analysis

Charles River Fixed Income Inventory Hub

Fixed Income Trading

Charles River Enterprise Data Management (EDM)

Charles River Manager Workbench

ICE Data Services Continuous Evaluated Pricing in the Charles River IMS

Charles River trading with UBS Bond Port

KCG BondPoint and Charles River IMS

Insights:

Viewpoints: Managing Funds by Strategy – Decoupling from the Back Office

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

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

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.

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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.

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Featured Viewpoint:

Viewpoints: Wealth - Renewed Focus on Households in Portfolio Management

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

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