Integrated Position Management to Support the Front Office

Investment Book of Record (IBOR)

Charles River’s Investment Book of Record (IBOR) provides the front office with a global, multi-asset view of cash and positions in real-time to help drive investment decisions. Designed with cloud-native technology, Charles River IBOR is a source-agnostic solution that integrates external data, offers event-based, dynamic views, and natively supports reconciliation and corporate actions. As an integral component of the Charles River Investment Management Solution​ (Charles River IMS), IBOR helps provide consistent management of position data on a single platform.

Consistent Data from Front to Back Office

Charles River’s Investment Book of Record (IBOR) provides the front office with a global, multi-asset view of cash and positions in real-time to help drive investment decisions. Designed with cloud-native technology, Charles River IBOR is a source-agnostic solution that integrates external data, offers event-based, dynamic views, and natively supports reconciliation and corporate actions. As an integral component of the Charles River Investment Management Solution​ (Charles River IMS), IBOR helps provide consistent management of position data on a single platform.

Consistent Data from Front to Back Office

Key Benefits

Cloud Strategy

Gold source of portfolio management data for all asset classes

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Consistency, transparency, and operational control across the investment lifecycle

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Reflects how investments are managed and reconciles how they are reported

Cloud Strategy

Independent and auditable view of position data

Cloud Strategy

Intraday and historical positions and tax lots

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Support multiple trading regions and 24 x 7 operations

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Looking for an Investment Management Solution?

Want to learn more? Get in touch.

We're ready to answer your questions. Contact Sales & Marketing by filling out this form.

Follow us on our social channels to stay up-to-date on all Charles River News and Events.