Charles River Investment Management Solution

The Charles River Investment Management Solution (Charles River IMS) automates front and middle office processes for buy-side firms in more than 40 countries, including 50 of the top 100 investment managers. The solution enables accurate and timely investment decision support for institutional, wealth and alternative investment firms. Charles River IMS helps clients streamline operations, reduce risk, and improve reliability.

End-to-End Investment Lifecycle Support

Relied on by 25,000 investment professionals globally, Charles River IMS supports the entire investment lifecycle on a single platform, from portfolio and risk management through trading and post-trade settlement, with integrated compliance management throughout.

An Investment Book of Record (IBOR) provides real-time cash and position data and Charles River’s Enterprise Data Management solution (EDM) helps firms improve the accuracy, consistency and completeness of their reference, analytics, pricing, and benchmark data.

Delivered as a Service

Charles River’s simplified Software as a Service (SaaS) operating model improves investment professional productivity, simplifies operations and lowers technology costs. The SaaS-based offering combines a range of services, software hosted in a private cloud, data and FIX connectivity. Seamless upgrades and 24/7 support are provided by Charles River’s in-house support staff. Most importantly, Charles River ensures that necessary data is supplied and managed correctly.

One Platform for Multiple Business Lines

Charles River IMS supports the full range of financial products, from basic asset class-specific to solution oriented and complex multi-asset products. Broad and deep capabilities support the diverse and demanding requirements of institutional asset managers, banks, wealth managers, hedge funds, pensions and insurers. As a result, Charles River clients can manage multiple business lines on one platform, leveraging synergies, providing firm wide ability to manage risk, and reducing the time and cost of bringing differentiated products to market. Enterprise-class scalability and performance have made Charles River IMS the trusted platform for approximately one third of the world’s managed security investments.