What Our Clients Are Saying:

What Our Clients Are Saying:

Desjardins Global Asset Management

Christian Duceppe, Vice President, Fixed Income
“Charles River IMS contributes on a daily basis to increase efficiency in many ways.”

Chevy Chase Trust

Lynn Panagos, Chief Client Services and Operations Officer
“Charles River stood out for its expertise in both the wealth management and institutional market segments, as well as its strong support for both fixed income and equity portfolio management.”

Krung Thai Asset Management Public Co. Ltd

Chavinda Hanratanakool, Chief Executive Officer
“Charles River IMS has increased productivity across our organization, reduced our risk, and helped our Portfolio Managers and Traders make better investment management decisions.”

Our clients describe the many ways Charles River benefits their firms:

Improved Productivity & Investment Decision Making

Glenmede

Lou Pellicori, Chief Technology Officer and Managing Director
“The depth of Charles River’s decision support capabilities and their strong commitment to both wealth management and institutional asset management will help us better provide personalized services and sustainable solutions to clients. Their ability to support all asset classes and handle high volume in a single system allows Glenmede to streamline processes to reduce risk while planning for future growth.”


Phatra Asset Management Company Limited

Yuthapol Laplamool, Managing Director
“Charles River’s latest multi-asset class capabilities will support our continued growth and expansion into foreign markets. The easy setup of new asset classes will help us implement new investment strategies more quickly, and the portfolio management workspace enables our fund managers to more easily visualize and manage their portfolios.”


SCB Asset Management

Smith Banomyong, CEO
“Charles River IMS has been instrumental in supporting SCBAM’s rapid business growth. Having a single portfolio decision support platform with cash management helps portfolio managers respond faster and more strategically to market risks and opportunities for all asset classes. We are also able to reduce operational risk by automating workflows and eliminating spreadsheets.”


Chevy Chase Trust

Lynn Panagos, Chief Client Services and Operations Officer
“Charles River stood out for its expertise in both the wealth management and institutional market segments, as well as its strong support for both fixed income and equity portfolio management. Implementing an enterprise platform with this level of capability will help our portfolio managers enhance their use of analytics in the investment process, and gives our traders better decision support and execution capabilities.”


DNCA

Grégoire Scheiff, COO
“With Charles River, we plan to manage all asset classes, products and strategies on a single solution. By automating our investment process, Charles River will help our portfolio managers and traders focus on issues that require their expertise. We should also have the capabilities and scale to keep up with changing business demands and growth.”


Neuberger Berman

Ian Peckett, CTO
“Our team aspires for a great partnership with our business to enable their goals and our clients’ goals. We’ve built partnerships with our internal business, our platform providers like Charles River, and our trading partners. It’s also about how we make the integration of some of the newer, more esoteric instruments as seamless as possible. We’re doing more swaps and we want to make that process as efficient as possible. We’re making enhancements to our Charles River system to support that.”


Krung Thai Asset Management Public Co. Ltd

Chavinda Hanratanakool, Chief Executive Officer
“Charles River IMS has increased productivity across our organization, reduced our risk, and helped our Portfolio Managers and Traders make better investment management decisions.”


CBRE Clarion Securities

Robert McManus, CTO, CBRE Clarion Securities
“Having Charles River IMS as a hosted service gives us faster access to the latest capabilities and system expertise. Our portfolio managers, traders and compliance teams can be more efficient and derive greater value out of a consolidated system, and the firm benefits from a dedicated team managing the infrastructure and providing 24×7 application support.”


Madison Investment Advisors

Jill Friedow, Managing Director
“Charles River will significantly improve productivity for our PM’s and traders by delivering portfolio management and trading capabilities with integrated data, analytics and benchmarks all in one solution. Ultimately, we will increase efficiencies across the organization and support best execution for clients while reducing our compliance risk throughout the investment management process.”


EdgePoint Investment Group Inc.

Former Head Trader
“With Charles River’s flexible decision support tools, we’ve been able to increase productivity so our portfolio managers and traders can create and place trades more easily, saving time and improving execution.”


Desjardins Global Asset Management

Christian Duceppe, Vice President, Fixed Income
“In order to meet our growth objectives as an asset manager, we felt it important to identify the best front office system possible. We found a strong solution with Charles River IMS. The system has improved our productivity through robust front-to-back office operation processes and increased scalability. For our Fixed income group, Charles River IMS contributes on a daily basis to increase efficiency in many ways. Real-time compliance on all mandates we manage, connectivity for Government bond trading, and rule-driven portfolio rebalancing through the Manager Workbench are concrete examples.”


RIA South Texas Money Management

Teri Grubb, COO, STMM
“Charles River IMS makes our portfolio managers and traders significantly more productive by eliminating some of the previously manual processes and reducing the time spent between portfolio management decisions and trade execution.”


Thanachart Fund Management

Tragoolchitr Jittasaiyapan, Chief Investment Officer
“Charles River IMS has streamlined our processes, making portfolio managers and traders more productive and optimizing compliance workflows across our firm. We can ensure better investment decisions throughout the trading day, and we’ve improved trading efficiency by having direct access to brokers through the Charles River FIX Network.

Charles River IMS allows us to streamline our investment management processes, from decision support through to execution and settlement. With Charles River’s FIX network, we are able to improve our business efficiencies.”


SCB Asset Management

Former Chief Investment Officer
“Charles River IMS has significantly improved our front-office operations, thereby increasing productivity and allowing our fund managers and traders to focus more on core competencies of investment idea generation. As we continue to grow our business, the scalability of Charles River IMS gives us confidence that we can seamlessly manage an expansion into new asset classes in the future.”


Delaware Investments

Philip N. Russo, Chief Administrative Officer
“Charles River has simplified our workflows, increased productivity for portfolio and compliance officers, and allows our traders to react more quickly to market opportunities.”

Monitoring and Managing Risk

SCB Asset Management

Smith Banomyong, CEO
“Charles River IMS has been instrumental in supporting SCBAM’s rapid business growth. Having a single portfolio decision support platform with cash management helps portfolio managers respond faster and more strategically to market risks and opportunities for all asset classes. We are also able to reduce operational risk by automating workflows and eliminating spreadsheets.”


Polen Capital Management

Stan C. Moss, CEO
“With Charles River, we have elevated the technological infrastructure of our firm to best of breed across the board. The advancement is in line with our strong philosophical belief in high quality in each and every thing we do. Structurally this investment has increased our productivity, streamlined our portfolio compliance and risk monitoring, and enhanced our business continuity plan.”


BMO Global Asset Management

Amit Prakash, Managing Director
“Charles River IMS will enable us to further reduce operational risk and enhance workflow efficiencies. Using a single hosted platform will help optimize our business processes, allowing us to focus on delivering the best possible client service. ”


Krung Thai Asset Management Public Co. Ltd

Chavinda Hanratanakool, Chief Executive Officer
“Charles River IMS has increased productivity across our organization, reduced our risk, and helped our Portfolio Managers and Traders make better investment management decisions.”


Desjardins Global Asset Management

Christian Duceppe, Vice President, Fixed Income
“In order to meet our growth objectives as an asset manager, we felt it important to identify the best front office system possible. We found a strong solution with Charles River IMS. The system has improved our productivity through robust front-to-back office operation processes and increased scalability. For our Fixed income group, Charles River IMS contributes on a daily basis to increase efficiency in many ways. Real-time compliance on all mandates we manage, connectivity for Government bond trading, and rule-driven portfolio rebalancing through the Manager Workbench are concrete examples.”


Pyrford International

Drew Newman, Chief Operating Officer
“Charles River has allowed us to streamline workflows, improve productivity, and reduce risk across asset classes and all portfolios. With Charles River managing the system day-to-day, we can concentrate on delivering long-term results and service to our clients.”


BCEE Asset Management

Claude Hirtzig, Senior Vice President, Head of Private Banking
“Charles River has eliminated our Portfolio Managers’ reliance on outdated front-office technology and reduced the use of spreadsheets. We now can make better investment decisions and more easily adhere to all company and regulatory mandates by automatically monitoring every step of the trade process.”


NCB Capital Company

Former Chief Operating Officer of Asset Management
“We want to be the manager of choice for local and foreign investments in Saudi Arabia, and Charles River’s global solution allows us to offer strategies and processes equal to those of the world’s leading asset managers. Charles River IMS has helped to significantly reduce risk and increase efficiencies in our investment management process.”


Phatra Securities Public Company Limited

Yuthapol Laplamool, Head of Private Funds
“Implementing Charles River IMS was a strategic decision to support local instruments and requirements with one system. Charles River IMS has made us more efficient, reduced our operational risk, and delivers flexibility to manage a higher volume of complex investment products for any asset class.”

Expanded Product & Geographic Coverage

Glenmede

Lou Pellicori, Chief Technology Officer and Managing Director
“The depth of Charles River’s decision support capabilities and their strong commitment to both wealth management and institutional asset management will help us better provide personalized services and sustainable solutions to clients. Their ability to support all asset classes and handle high volume in a single system allows Glenmede to streamline processes to reduce risk while planning for future growth.”


Phatra Asset Management Company Limited

Yuthapol Laplamool, Managing Director
“Charles River’s latest multi-asset class capabilities will support our continued growth and expansion into foreign markets. The easy setup of new asset classes will help us implement new investment strategies more quickly, and the portfolio management workspace enables our fund managers to more easily visualize and manage their portfolios.”


Resona Bank

Yoshiaki Izuka, Chief Manager, Asset Management Business Planning Division
“Charles River has demonstrated its long term commitment to the Japanese market with local resources and capabilities supporting our most sophisticated trading processes. Additionally, because Charles River IMS is a SaaS platform with strong support for all asset classes, we are able to reduce costs by consolidating end user computing tools and standardizing our workflows.”


Krung Thai Asset Management Public Co. Ltd

Chavinda Hanratanakool, Chief Executive Officer
“With Charles River, we have a single system that can support our business needs as we expand into new, more diversified investment strategies and asset classes.”


Krungsri Asset Management

Prasert Impornrugee, Chief Information Technology Officer
“With added support for Thai bonds in Charles River IMS Version 9, we have been able to enhance the user experience and support our projected business growth. The addition of FIX electronic trading, together with real-time data services, will help to eliminate manual errors and improve trading reliability. ”


Citi Private Bank

Mark Davidson, Chief Operating Officer
“Our transition from proprietary systems to the Charles River platform underscores Citi Private Bank’s commitment to grow our investment management business by investing significantly in the latest technology to service our ultra-high net worth clients.”


NCB Capital Company

Former Chief Operating Officer of Asset Management
“We want to be the manager of choice for local and foreign investments in Saudi Arabia, and Charles River’s global solution allows us to offer strategies and processes equal to those of the world’s leading asset managers. Charles River IMS has helped to significantly reduce risk and increase efficiencies in our investment management process.”


Phatra Securities Public Company Limited

Yuthapol Laplamool, Head of Private Funds
“Implementing Charles River IMS was a strategic decision to support local instruments and requirements with one system. Charles River IMS has made us more efficient, reduced our operational risk, and delivers flexibility to manage a higher volume of complex investment products for any asset class.”


RBC Global Asset Management

Tom Brown, Senior Manager, Trade Operations
“The new [Charles River IMS] architecture has helped us vastly in areas of permissioning, privileging, maintaining our ‘Chinese walls’ between offices. It’s definitely benefited the investment team allowing them to do more investments through the Workbench. There’s more functionality, we can be quicker to market. It’s also given us touch points across all the asset classes that we’ve introduced, including FX, derivatives, options, futures, interest rate swaps.”


Causeway Capital Management LLC

Pete Petersen, Director of Technology
“The biggest operational challenge we have today has to do with small cap, quantitative trading, emerging market strategies. We were able to use the Charles River APIs to write a custom interface so we can have beautifully enriched data at trade plus a moment. As Causeway Capital is growing its becoming more and more important to have very clean reference data. We’ve been using Charles River tools that enable that to happen for us.”

Growth & Retention of Assets

Glenmede

Lou Pellicori, Chief Technology Officer and Managing Director
“The depth of Charles River’s decision support capabilities and their strong commitment to both wealth management and institutional asset management will help us better provide personalized services and sustainable solutions to clients. Their ability to support all asset classes and handle high volume in a single system allows Glenmede to streamline processes to reduce risk while planning for future growth.”


Phatra Asset Management Company Limited

Yuthapol Laplamool, Managing Director
“Charles River’s latest multi-asset class capabilities will support our continued growth and expansion into foreign markets. The easy setup of new asset classes will help us implement new investment strategies more quickly, and the portfolio management workspace enables our fund managers to more easily visualize and manage their portfolios.”


SCB Asset Management

Smith Banomyong, CEO
“Charles River IMS has been instrumental in supporting SCBAM’s rapid business growth. Having a single portfolio decision support platform with cash management helps portfolio managers respond faster and more strategically to market risks and opportunities for all asset classes. We are also able to reduce operational risk by automating workflows and eliminating spreadsheets.”


Fiera Capital

Benjamin S. Thompson, President and CEO, US division
“In order to support our continued growth in the United States, we needed a system that could scale up as we bring on new investment strategies. We chose Charles River because we can consolidate all of the assets onto one platform and centralize compliance oversight across all of our investment teams.”


Chevy Chase Trust

Lynn Panagos, Chief Client Services and Operations Officer
“Charles River stood out for its expertise in both the wealth management and institutional market segments, as well as its strong support for both fixed income and equity portfolio management. Implementing an enterprise platform with this level of capability will help our portfolio managers enhance their use of analytics in the investment process, and gives our traders better decision support and execution capabilities.”


RIA South Texas Money Management

Teri Grubb, COO, STMM
“Flexible decision support tools and integrated data make it easy to manage complex tax-efficient strategies and handle our large number of accounts without compromising our commitment to individualized service for our clients. And with Charles River hosting the service, we can focus on providing high-touch service to our clients.”


Krung Thai Asset Management Public Co. Ltd

Chavinda Hanratanakool, Chief Executive Officer
“With Charles River, we have a single system that can support our business needs as we expand into new, more diversified investment strategies and asset classes.”


SCB Asset Management

Somchai Suneta, Chief Investment Officer
“Charles River IMS has significantly improved our front-office operations, thereby increasing productivity and allowing our fund managers and traders to focus more on core competencies of investment idea generation. As we continue to grow our business, the scalability of Charles River IMS gives us confidence that we can seamlessly manage an expansion into new asset classes in the future.”


RBC Global Asset Management

Tom Brown, Senior Manager, Trade Operations
“The new [Charles River IMS] architecture has helped us vastly in areas of permissioning, privileging, maintaining our ‘Chinese walls’ between offices. It’s definitely benefited the investment team allowing them to do more investments through the Workbench. There’s more functionality, we can be quicker to market. It’s also given us touch points across all the asset classes that we’ve introduced, including FX, derivatives, options, futures, interest rate swaps. ”


Causeway Capital Management LLC

Pete Petersen, Director of Technology
“The biggest operational challenge we have today has to do with small cap, quantitative trading, emerging market strategies. We were able to use the Charles River APIs to write a custom interface so we can have beautifully enriched data at trade plus a moment. As Causeway Capital is growing its becoming more and more important to have very clean reference data. We’ve been using Charles River tools that enable that to happen for us.”


Thanachart Fund Management

Tragoolchitr Jittasaiyapan, Chief Investment Officer
“Charles River IMS has streamlined our processes, making portfolio managers and traders more productive and optimizing compliance workflows across our firm. We can ensure better investment decisions throughout the trading day, and we’ve improved trading efficiency by having direct access to brokers through the Charles River FIX Network.

Charles River IMS allows us to streamline our investment management processes, from decision support through to execution and settlement. With Charles River’s FIX network, we are able to improve our business efficiencies.”

Increased Regulatory Compliance

Fiera Capital

Benjamin S. Thompson, President and CEO, US division
“In order to support our continued growth in the United States, we needed a system that could scale up as we bring on new investment strategies. We chose Charles River because we can consolidate all of the assets onto one platform and centralize compliance oversight across all of our investment teams.”


BlueBay Asset Management

Andy Archer, CTO
“Having been a client since 2004, we naturally looked to Charles River for our MiFID II solution. Once we had completed our upgrade to the latest version of Charles River IMS, we were able to satisfy MiFID II.”


EdgePoint Investment Group Inc.

Former Head Trader
“We’ve increased efficiencies and reduced our compliance risk throughout the investment management process. Since Charles River hosts and manages the application day-to-day, we can respond more quickly to investor and market demands, further fulfilling our best execution obligations.”


Nomura Asset Management

Former Senior Management Director of IT Strategy & Management
“Charles River IMS is a scalable, multi-asset, multi-currency solution that consolidates numerous systems at Nomura into a global platform. It is a strategic choice to use the Charles River front-office solution globally, giving us the confidence to meet our regulatory audit requirements across the entire trade lifecycle.”


BCEE Asset Management

Claude Hirtzig, Senior Vice President, Head of Private Banking
“Charles River has eliminated our Portfolio Managers’ reliance on outdated front-office technology and reduced the use of spreadsheets. We now can make better investment decisions and more easily adhere to all company and regulatory mandates by automatically monitoring every step of the trade process.”


Desjardins Global Asset Management

Christian Duceppe, Vice President, Fixed Income
“In order to meet our growth objectives as an asset manager, we felt it important to identify the best front office system possible. We found a strong solution with Charles River IMS. The system has improved our productivity through robust front-to-back office operation processes and increased scalability. For our Fixed income group, Charles River IMS contributes on a daily basis to increase efficiency in many ways. Real-time compliance on all mandates we manage, connectivity for Government bond trading, and rule-driven portfolio rebalancing through the Manager Workbench are concrete examples.”


CLS Investments

Rich Brown, Director, Trading
“We chose Charles River because we it provided us the best compliance rule-writing capabilities. The big choice for us was just simply a manpower issue. We wanted to go with the experts who already knew the system, and that’s why we chose to do outsourcing, try and keep people in-house doing CLS stuff.”

Simplified Systems, Standardized Operations, Lower Costs

Glenmede

Lou Pellicori, Chief Technology Officer and Managing Director
“The depth of Charles River’s decision support capabilities and their strong commitment to both wealth management and institutional asset management will help us better provide personalized services and sustainable solutions to clients. Their ability to support all asset classes and handle high volume in a single system allows Glenmede to streamline processes to reduce risk while planning for future growth.”


Resona Bank

Yoshiaki Izuka, Chief Manager, Asset Management Business Planning Division
“Charles River has demonstrated its long term commitment to the Japanese market with local resources and capabilities supporting our most sophisticated trading processes. Additionally, because Charles River IMS is a SaaS platform with strong support for all asset classes, we are able to reduce costs by consolidating end user computing tools and standardizing our workflows.”


SCB Asset Management

Smith Banomyong, CEO
“Charles River IMS has been instrumental in supporting SCBAM’s rapid business growth. Having a single portfolio decision support platform with cash management helps portfolio managers respond faster and more strategically to market risks and opportunities for all asset classes. We are also able to reduce operational risk by automating workflows and eliminating spreadsheets.”


Fiera Capital

Benjamin S. Thompson, President and CEO, US division
“In order to support our continued growth in the United States, we needed a system that could scale up as we bring on new investment strategies. We chose Charles River because we can consolidate all of the assets onto one platform and centralize compliance oversight across all of our investment teams.”


Neuberger Berman

Ian Peckett, CTO
“Our team aspires for a great partnership with our business to enable their goals and our clients’ goals. We’ve built partnerships with our internal business, our platform providers like Charles River, and our trading partners. It’s also about how we make the integration of some of the newer, more esoteric instruments as seamless as possible. We’re doing more swaps and we want to make that process as efficient as possible. We’re making enhancements to our Charles River system to support that.”


Polen Capital Management

Stan C. Moss, CEO
“With Charles River, we have elevated the technological infrastructure of our firm to best of breed across the board. The advancement is in line with our strong philosophical belief in high quality in each and every thing we do. Structurally this investment has increased our productivity, streamlined our portfolio compliance and risk monitoring, and enhanced our business continuity plan.”


Boston-based Institutional Investment Manager

Chief Executive Officer
“Thank you for your efforts in helping our team plan, manage and execute a successful transition to Charles River IMS Version 9. There is a lot to an effective partnership on the technology side and the business side. Everyone appreciates that the overall project required a team effort, and there were many individuals contributing to the project’s success across both of our firms. Success depended not just on what got addressed, but equally important, on how it got addressed. We very much appreciate your time, contributions, and the collaborative and dedicated effort in how you responded to the requirements, obstacles and challenges. Well done! ”


RIA South Texas Money Management

Teri Grubb, COO, STMM
“Flexible decision support tools and integrated data make it easy to manage complex tax-efficient strategies and handle our large number of accounts without compromising our commitment to individualized service for our clients. And with Charles River hosting the service, we can focus on providing high-touch service to our clients.”


CBRE Clarion Securities

Robert McManus, CTO, CBRE Clarion Securities
“Having Charles River IMS as a hosted service gives us faster access to the latest capabilities and system expertise. Our portfolio managers, traders and compliance teams can be more efficient and derive greater value out of a consolidated system, and the firm benefits from a dedicated team managing the infrastructure and providing 24×7 application support.”


EdgePoint Investment Group Inc.

Former Head Trader
“We’ve increased efficiencies and reduced our compliance risk throughout the investment management process. Since Charles River hosts and manages the application day-to-day, we can respond more quickly to investor and market demands, further fulfilling our best execution obligations.”


BMO Global Asset Management

Amit Prakash, Managing Director
“Charles River IMS will enable us to further reduce operational risk and enhance workflow efficiencies. Using a single hosted platform will help optimize our business processes, allowing us to focus on delivering the best possible client service.”


Krungsri Asset Management

Prasert Impornrugee, Chief Information Technology Officer
“With added support for Thai bonds in Charles River IMS Version 9, we have been able to enhance the user experience and support our projected business growth. The addition of FIX electronic trading, together with real-time data services, will help to eliminate manual errors and improve trading reliability.”


Pyrford International

Drew Newman, Chief Operating Officer
“Charles River has allowed us to streamline workflows, improve productivity, and reduce risk across asset classes and all portfolios. With Charles River managing the system day-to-day, we can concentrate on delivering long-term results and service to our clients.”


Nomura Asset Management

Former Senior Management Director of IT Strategy & Management
“Charles River IMS is a scalable, multi-asset, multi-currency solution that consolidates numerous systems at Nomura into a global platform. It is a strategic choice to use the Charles River front-office solution globally, giving us the confidence to meet our regulatory audit requirements across the entire trade lifecycle.”


Daiwa SB Investments

Fumiki Fukawa, Head of IT Planning
“With Charles River IMS, our portfolio managers, traders and compliance officers can now manage day-to-day investment management activities more efficiently. We have also been able to decommission many legacy in-house EUC modules, resulting in a simplified architecture and few systems to support.”


Intact Investment Management

Former Technology Director
“We gain more flexibility and more in-depth support with the Managed Services approach. It was the smartest decision to make four and a half years ago and we’re still happy with that. For me, it’s a no-brainer; you have to consider Managed Services because it does make good business sense. It resolves so many concerns that we won’t have to tackle; sharing responsibility with the vendor for supporting the application. We can focus on investing and managing our assets. Our business is not infrastructure, its investments. So our resources: internal IT, business analysis, and operations really focus on solving business issues and improving that process and not working on hardware issues.”