Charles River IMS combines an order management system (OMS) with multi- asset execution capabilities, creating a consolidated order and execution management system (OEMS). The OEMS enables traders to work more productively targeting orders requiring high touch interaction, managing trade risk, and demonstrating best execution. Full trade lifecycle support, integrated compliance and workflow automation enables clients to manage the largest and most complex institutional portfolios on a single platform.
The OEMS eliminates the multiple interfaces, fragmented workflows, and order staging problems inherent in utilizing separate order and execution management platforms. Traders no longer have to switch between systems or re-key critical information, helping save time and reduce errors. Benefits beyond the trading desk include improved compliance and auditing, reduced operational risk, and simpler infrastructure.
Capabilities
• Combined OMS and EMS that supports the full trading lifecycle
• Manage list and portfolio execution strategies
• Monitor compliance throughout the trade lifecycle
• Ability to create and visualize broker/ counterparty eligibility checks in an integrated fashion
• Monitor real-time market, order, and analytic data
• Capture trade and order data required for regulatory reporting
• Quickly organize orders with spreadsheet-like filtering, grouping and sorting
• Flexible and interoperable with open APIS and configurable FIX integrations
Key Benefits
Broad Asset Class Coverage
Highly Reliable
No Single Point of Failure
Faster Problem Resolution
Global Connectivity
The Charles River Network enables fast and reliable direct access between buy-side clients and sell- side brokers. It supports global electronic trading via FIX and provides access to over 700 global liquidity venues. Traders can quickly send orders directly from the blotter to multi-broker trading venues, crossing networks, broker algorithms, program desks, alternative trading systems, dark pools, and smart routers. Charles River offers clients complete FIX software administration, connectivity management and support for each sell-side broker and trading destination.
- Connect with over 12 data providers
- Access integrated third party Transaction Cost Analysis (TCA) providers
- Trade with 150+ liquidity platforms and over 540 brokers globally on the Charles River FIX Network
- Integration with over 90+ algorithmic brokers gives users access to 600 global and regional algorithms
As of July 2023
Preparing for the Coming T+1 Change in 2024
Watch our panel discussion on the impacts, readiness preparation, and how Charles River is responding as the industry moves toward T+1 trade settlement.
Watch Now
Read our insight which highlights the proposed changes from the SEC and how Charles River will provide post-trade processing and trade settlement workflows that support firms as they transition.
Read Now
Trading & Liquidity Partner Ecosystem
DirectBooks
MarketAxess
Tradeweb
BestX®
OTCX Trading
LTX
ChartIQ I Cosaic
FX Connect
Neptune
Trumid
Luminex Trading
FX HedgePool
MTS
Liquidnet Investment Analytics
360T
Webinars, Videos & Thought Leadership
Managing Fixed Income New Issuances
Learn about our fixed income primary market issuance capabilities in Charles River IMS. Primary issuance workflows are often beset by inefficiencies that can increase risk and reduce productivity. Charles River, in partnership with 3rd parties, have developed a seamless workflow that streamlines the management of new issues. A discussion and demo the latest enhancements,
Fixed Income Trading in Charles River IMS
On a daily basis, fixed income portfolio managers and traders contend with ever-changing geopolitical turmoil and volatile markets while striving to meet best execution. Hear us discuss themes and trends in the market, and how the latest Charles River fixed income trading capabilities support managers and traders.
Fixed Income Execution Management
In today’s volatile financial markets, a resilient, fully integrated collateral management solution is more important than ever to meet regulatory requirements and mitigate risk. Charles River offers embedded collateral management capabilities across the entire collateral lifecycle, supporting margin exchange on all product types in one place.
Helping Fixed Income Traders Keep Pace with Rapidly Changing Markets
Order and Execution ManagementHelping Fixed Income Traders Keep Pace with Rapidly Changing Markets
Order and Execution ManagementHow our OEMS platform helps institutional traders meet rapidly changing demands for best execution, trade automation and portfolio trading.
Gaining Visibility into Multi-Asset Trading Performance with BestX® and Charles River
TCA & TRADE ANALYTICSGaining Visibility into Multi-Asset Trading Performance with BestX® and Charles River
TCA & TRADE ANALYTICSOur partnership & seamless integration with BestX provides comprehensive transaction cost analysis (TCA) capabilities across asset classes.
Evolution of OEMS Strategies & Front-to-Back Platforms
Trading - OEMSEvolution of OEMS Strategies & Front-to-Back Platforms
Trading - OEMSWatch how open architecture, interoperability and front-to-back platforms are reshaping fintech for investment managers and asset owners.
Latest Insights
Speaking of Alpha: Leveraging Partnerships to Evolve your Data Architecture
Speaking of Alpha: Helping Superannuation Funds Transition to a Total Portfolio Approach
Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS
Why Should Super Funds Strive for a ‘Whole-of-fund’ View?
Viewpoints: Improving Fixed Income Liquidity Access and Efficiency with LTX in Charles River
Australia’s Superannuation Funds Seek to Update their Operations
Brochures & Data SheetsWant to learn more? See a Demo? Get in touch.
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