End-to-End Investment Lifecycle Support
The Charles River Investment Management Solution (Charles River IMS) automates front and middle office processes for buy-side firms. The solution helps enable accurate and timely investment decision support for institutional wealth managers, alternative investment firms, insurers and asset owners. Charles River IMS helps clients streamline operations, reduce risk, and improve reliability.
Relied on by 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.
Charles River’s Cloud Services
The Charles River Investment Management Solution (IMS) is delivered through the Microsoft® Azure cloud. Charles River IMS provides provides a platform that enables timelier investment decisions, helps firms adhere to regulatory requirements, and scales seamlessly to support organic and acquisition-based business growth. A secure cloud environment that offers proactive threat monitoring and simplified disaster recovery allows managers to focus on delivering investment products to their clients.
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 help manage risk, and reducing the time and cost of bringing differentiated products to market.