The Investment Book of Record (IBOR) is a centralized data repository that provides buy-side firms with a number of cash and position management capabilities. Charles River’s Investment Book of Record helps provide traders and portfolio managers with an accurate, real-time, and consolidated view of positions and cash. Purpose-built for the front office, Charles River’s IBOR provides an investment-centric view of positions. This can reduce trade errors and time spent manually reconciling position data. 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.
Integrated Position Management to Support your Front Office
The Investment Book of Record (IBOR) is a centralized data repository that provides buy-side firms with a number of cash and position management capabilities. Charles River’s Investment Book of Record helps provide traders and portfolio managers with an accurate, real-time, and consolidated view of positions and cash. Purpose-built for the front office, Charles River’s IBOR provides an investment-centric view of positions. This can reduce trade errors and time spent manually reconciling position data. 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.
Integrated Position Management to Support your Front Office
Key Benefits
Independent and auditable view of position data
Support multiple trading regions and 24 x 7 operations
Intraday and historical positions and tax lots
Reconciliation to ABOR or Custodians for positions, transactions and tax lots
Native integration to Performance Measurement
Eliminates Start-of-Day data dependencies
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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.