Video Library

The Changing Role of the Buy-Side Middle Office

Supporting new investment products, keeping pace with expanded regulatory reporting requirements and providing the front office with timely cash and position data places increasing demands on the buy-side middle office. The industry drive toward shortened settlement times and collateralized derivatives transactions present additional challenges. Against this backdrop, firms need to consider whether to outsource their middle office or maintain these critical functions in-house. Join product specialists to hear how a unified front and middle office platform can help firms deal with these challenges while streamlining their investment processes and reducing operational risk and cost.

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Evolution of the Smart OEMS

In the past, buy-side firms had to purchase and integrate separate Order Management Systems (OMS) and Execution Management Systems (EMS), often from different vendors. This increased operational risk and system maintenance costs, limited trader productivity, and failed to capture critical data across the trade life cycle. Charles River solved this problem by creating a multi-asset Order and Execution Management System (OEMS) complete with data, FIX connectivity, Transaction Cost Analysis (TCA) and trade analytics. As part of the Charles River IMS, the OEMS provides traders with extensive decision support, streamlined workflows across asset classes and a rich repository of historical trade, order and counterparty data.

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Charles River Partner Series:

Buy-Side Collateral Management Challenges

Charles River’s Alun Cutler discusses the regulatory challenges driving the adoption of Buy-Side Collateral Management solution at InvestOps. With multiple touch points across the front and middle office, an integrated solution that meets the needs of portfolio managers, traders, compliance officers, and operations staff can help firms meet these challenges in a cost effective manner.

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Building Smarter Portfolios Using Factor Models Across the Investment Process

As institutional portfolios grow in size and complexity, factor models play increasingly important and versatile roles across the buy-side investment process. Join Dan diBartolomeo, President of Northfield Information Systems and Katya Taycher, Director of Product Management at Charles River for a panel discussion on how firms are using factor models to improve risk and portfolio management decision making, support innovative investment products, and enable their technology platform to support timelier insight into risks and opportunities.

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Managing Funds by Strategy: Decoupling from the Back Office

Charles River hosted a panel discussion to understand how investment technology is evolving to help fund managers combat margin compression, address growing regulatory mandates and support innovative new products. By decoupling their investment process from back office accounting systems, firms obtain an investment-centric view of their portfolios that enables innovation and reduces manual workflows.

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Charles River Partner Series:

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 with TradeTV how a multi-asset order and execution management system (OEMS) helps firms support those strategies effectively while minimizing trade risk.

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Charles River Partner Series:

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

Responding to growing regulatory burdens and margin compression, buy-side firms are migrating to the cloud, automating workflows and launching multi-asset-class solutions. Dan Daum, Charles River Development and Dayle Scher, TABB Group, discuss.

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Charles River Partner Series:

Optimizing Fixed Income Execution

With the launch of MiFID II and 100+ new venues, fixed income firms are challenged to leverage the growing volumes of trade data. We explore how an OEMS helps the buy-side navigate the new trading landscape and emerging data management technologies.

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On Demand Webinar:

A Holistic View of Risk & Return:
Convergence of Technology & Portfolio Management

Warren Sherman, Senior Consultant, Risk Solutions at Accenture, Katya Taycher, FRM, Director, Product Management, and Arun Kumar, CFA, CIPM, Product Manager, Performance & Risk, of Charles River Development, discuss the industry & technology trends toward providing portfolio managers with a holistic view of risk & return. Presented: June 21, 2017

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Consistent and Accurate Risk Data and Analytics

Charles River Product Directors and Partners discuss how asset managers use the Charles River Investment Management Solution to automate and streamline their investment process. Centralized capabilities provide a consolidated and comprehensive view of holdings and exposures, allowing managers to respond faster to market opportunities and risks.

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Charles River Partner Series:

Using Factor Models to Build Better Portfolios

Dan DiBartolomeo, President of Northfield Information Services discusses how Northfield’s multi-asset factor model helps Charles River’s buy-side clients gain insight into portfolio risk factors, optimize their portfolios and attribute manager performance.
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