Charles River Resources

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

Charles River Overview Brochure:

Charles River Investment Management Solution

Find out how the Charles River IMS automates 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: Managing the Fixed Income Investment Process

Wealth Management Solution

Supporting Growth and Minimizing Risk with SaaS Deployment

Charles River Investment Management Solution (UK)

Charles River Investment Management Solution (Japanese)

Charles River Investment Management Solution (Chinese)

WEALTH MANAGEMENT

Charles River Brochure:

Wealth Management Solution

Learn how the Charles River’s Wealth Management Solution helps support all products and business lines on a single platform and provides centralized overlay and portfolio management capabilities.

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Data Sheets:

Charles River Wealth Hub

Charles River Mobile

Charles River Anywhere

Insights:

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 Wealth Market In Asia

PORTFOLIO MANAGEMENT & RISK ANALYTICS

Investment Portfolio Management Information CenterVisit the Portfolio Management & Risk Analytics Information Center

Brochures, data sheets, videos and Insights providing additional information on Charles River’s multi-asset investment portfolio management, risk, scenario analysis and performance measurement and attribution capabilities.

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Brochures:

Charles River IMS: Portfolio Management & Risk Analytics

Charles River IMS: Portfolio Management & Risk Analytics (UK)

Data Sheets:

Empowering Portfolio Managers with OTAS Analytics in Charles River

Charles River Performance

Collateral Management

Insights:

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

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:

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

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:

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

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:

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

Charles River eBook:

Supporting Growth and Minimizing Risk with Private Cloud Deployment

Investment managers can 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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Insight:

Improving Operations – Migrating to SaaS, Steps to Success

Brochures:

Charles River Software as a Service (SaaS)

Charles River Software as a Service (SaaS) – Japanese

Charles River Software as a Service (SaaS) – Portugese

Video:

Simplifying Buy-Side Operations with SaaS

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.

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Data Sheets:

Transaction Cost Analysis

Charles River Trader

Insight:

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

Respond to Market Demands Through Best Execution

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.

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Data Sheets:

Over-the-Counter Derivatives

Collateral Management

Charles River Trader

Insight:

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

A Buy-Side Framework for Managing OTC Derivatives

Featured eBook:

Supporting Growth and Minimizing Risk with Private Cloud Deployment

Why Firms are Choosing Charles River >

Featured Brochure:

Charles River IMS: Middle Office

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