We can help you centralize the fixed income investment process

Combine data and connectivity for front and middle office on an enterprise investment management platform.

 

 

Request a DemoWatch our Webinar

We can help you centralize the fixed income investment process

Combine data and connectivity for front and middle office on an enterprise investment management platform
Request a DemoWatch our Webinar

Simplify a complex process

Overcoming fixed income market fragmentation takes time and resources. By bringing all investment management together in one place, you can focus your time on delivering value.

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A top Global Asset Manager reported improved scale and reduced costs by retiring legacy systems and aligning $1T+ AUM on Charles River.

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A European Asset Manager has reported faster access to primary market data and executable deal notifications on Charles River.

Achieve best execution with an all-in-on OEMS​

Request a demo. We’re ready to answer your questions about how Charles River IMS unites OMS and multi-asset execution for unmatched efficiency.

Simplify a complex process

Overcoming fixed income market fragmentation takes time and resources. By bringing all investment management together in one place, you can focus your time on delivering value.

Ultramarine Icon

A top Global Asset Manager reported improved scale and reduced costs by retiring legacy systems and aligning $1T+ AUM on Charles River.

Ultramarine Icon

A European Asset Manager has reported faster access to primary market data and executable deal notifications on Charles River.

Manage Interest Rate, Credit & Liquidity Risk

Managing multiple mandates is complicated. Make risk analytics-informed decisions, generate orders with industry leading optimizers and perform what if analysis in the same place with Charles River’s portfolio management system.

Streamline Price Discovery & Vendor Connectivity

Getting data and connecting to venues is a challenge for fixed income traders. Aggregate pre-trade quotes and inventory data and connect to new and broad sets of liquidity pools with a full order and execution management system (OEMS) that provides fully managed FIX connectivity.

Differentiate on an Open Platform

You don’t want investment strategy dictated by tech parameters. Our open technology for front and middle office lets you invest how you want. Personalize workflows, integrate third party providers and more.

One Platform. One Provider. Everything You Need.

The Wave: Highlights for OMS/EMS Advances

Charles River’s Vidya Guruju and TABB Group CEO Bruce Morris  discuss how automation continues to advance the buyside OMS/EMS space, with the expansion of electronification into more asset classes, as well as streamlining communication between portfolio manager and trader.

Want to learn more? Watch our webinar on Empowering Traders with an All-in-One OEMS from Charles River

Explore Our Partner Network

Tradeweb Logo
Liquidity & Trading

Tradeweb
MarketAxess
Liquidity & Trading

MarketAxess
DirectBooks Logo
Primary Markets

DirectBooks
Liquidnet Logo
Data & Analytics

Liquidnet Investment Analytics
FX Connect Logo
Liquidity & Trading

FX Connect
BestX Logo
TCA & Trade Analytics

BestX®
OTCX Logo
Liquidity & Trading

OTCX Trading
Octaura Logo
Trading, Data and Analytics

Octaura
LTX Logo
Liquidity & Trading

LTX
Trumid Logo New
Liquidity & Trading

Trumid
Tradeweb Logo

Liquidity & Trading

Tradeweb

VIEW OUR DATASHEET

READ THE PRESS RELEASE

Tradeweb Markets Inc. (Nasdaq: TW) is a leading, global operator of electronic marketplaces for rates, credit, equities and money markets. Founded in 1996, Tradeweb provides access to markets, data and analytics, electronic trading, straight-through-processing and reporting for more than 50 products to clients in the institutional, wholesale and retail markets. Advanced technologies developed by Tradeweb enhance price discovery, order execution and trade workflows while allowing for greater scale and helping to reduce risks in client trading operations. Tradeweb serves more than 2,500 clients in more than 70 countries. On average, Tradeweb facilitated more than $1.4 trillion in notional value traded per day over the past four quarters. Learn more: tradeweb.com.

 

MarketAxess

Liquidity & Trading

MarketAxess

READ THE PRESS RELEASE

VIEW OUR DATASHEET

READ OUR WATERS TECH ARTICLE

MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets. A global network of over 1,800 firms, including the world’s leading asset managers and institutional broker-dealers, leverages MarketAxess’ patented trading technology to efficiently trade bonds. MarketAxess’ award-winning Open Trading™ marketplace is regarded as the preferred all-to-all trading solution in the global credit markets, creating a unique liquidity pool for a broad range of credit market participants. Drawing on its deep data and analytical resources, MarketAxess provides automated trading solutions, market data products and a range of pre- and post-trade services. MarketAxess is headquartered in New York and has offices in London, Amsterdam, Boston, Chicago, Los Angeles, Miami, San Francisco, São Paulo, Hong Kong and Singapore. Learn more: marketaxess.com.

 

DirectBooks Logo

Primary Markets

DirectBooks

WATCH OUR FEATURED WEBINAR: Efficient Primary Markets Workflows

VIEW OUR DATASHEET: Streamlining Primary Issuance Workflows

READ THE PRESS RELEASE

DirectBooks leverages its technology expertise and market knowledge to optimize global financing markets. We are simplifying the primary issuance process for fixed income by streamlining communications workflows for underwriters and institutional investors. DirectBooks was formed by 9 global banks, consisting of Bank of America (NYSE:BAC), Barclays (NYSE:BCS), BNP Paribas (FR:BNP), Citi (NYSE:C), Deutsche Bank (NYSE:DB), Goldman Sachs (NYSE:GS), J.P. Morgan (NYSE:JPM), Morgan Stanley (NYSE:MS), Wells Fargo (NYSE:WFC). A complete list of participating underwriting firms can be found on our website. Learn more at DirectBooks.com

 

Liquidnet Logo

Data & Analytics

Liquidnet Investment Analytics

VIEW OUR DATASHEET

READ OUR 2022 PRESS RELEASE
READ OUR 2019 PRESS RELEASE

Investment Analytics (IA) is Liquidnet’s solutions business that provides tools to investments teams to help them make decisions and build conviction. Our IA solutions combine innovative AI technologies, such as machine learning and natural language processing, with a wide array of data and content, designed to help decision-making, workflow efficiency, and performance. To learn more about IA, visit: liquidnet.com.

 

FX Connect Logo

Liquidity & Trading

FX Connect

FX Connect is part of GlobalLink – a suite of market-leading e-trading platforms, technology, data and workflow solutions from State Street Corporation. FX Connect is a market-leading FX execution venue that helps real money managers and hedge funds efficiently manage multiple portfolios, connect with counterparties and streamline global trading operations. Learn more: www.fxconnect.com.

 

BestX Logo

TCA & Trade Analytics

BestX®

WATCH OUR DEMO: TCA Capabilities Across Asset Classes

BestX® is a Technology Company, with a simple fee based model, creating state of the art software to provide real-time, interactive analytics. We provide our clients with a level playing field to enable them to assess and compare the quality of their FX, Fixed Income and Equities transactions. BestX provides a totally open-architecture analytics service operating autonomously from any liquidity provider or execution venue. BestX is recognized by more than 120 of the world’s largest Asset Managers, Hedge Funds, Sovereign Wealth Funds and Banks as the Industry Standard for TCA & Best Execution Analytics.

BestX was acquired by State Street in September 2018 and is domiciled within their GlobalLink business. GlobalLink is recognized across the industry as a standalone technology services provider, alongside other State Street market utilities such as FXConnect & Fund Connect. The acquisition will enable BestX to respond swiftly to client demand to expand our existing analytics and deliver a truly multi-asset TCA platform. Learn more at bestx.co.uk

 

OTCX Logo

Liquidity & Trading

OTCX Trading

VIEW OUR DATASHEET: Accessing Liquidity in Global Derivatives with Charles River and OTCX

WATCH OUR WEBINAR: Streamlining OTC Derivatives with Charles River and OTCX

OTCX offers a regulated trading venue for price discovery and negotiation of both cleared and uncleared OTC derivatives and structured products. With its intuitive user interface, buy side firms can seamlessly communicate their trading interest and execute with their liquidity providers in a risk-controlled framework. The platform’s flexible trade capture, wide range of trading formats and extensive APIs set new standards in OTC trading and remove the dependency on manual processes and fragmented audit trails. OTCX will help you leverage your trading workflows through powerful pre-trade, in-trade and post-trade analytics. We are transforming OTC Derivative trading. Learn more: otcxtrading.com.

 

Octaura Logo

Trading, Data and Analytics

Octaura

READ OUR DATA SHEET

READ OUR PRESS RELEASE

Octaura is a leading provider of electronic trading, data, and analytics solutions for syndicated loans. Founded as an independent company in 2022, Octaura represents a significant milestone in the advancement of trade modernization for these markets through common operational criteria, automation across pre- and post-trade life cycles, improved ease in transactions and advanced data and analytics. To learn more, visit octaura.com.

 

LTX Logo

Liquidity & Trading

LTX

READ OUR DATASHEET

READ THE 2022 PRESS RELEASE
READ THE 2020 PRESS RELEASE

LTX is a Broadridge company offering a new AI-driven digital trading platform for corporate bonds that empowers broker-dealers and institutional investors to trade smarter. Building on the market-leading data entrusted to Broadridge, LTX combines powerful AI with next-gen trading protocols that digitize complex processes to improve market liquidity, efficiency, and best execution. Our leadership team brings over 150 years of experience in fixed income trading, with deep expertise in electronic trading, data science and AI. Learn more: ltxtrading.com.

 

Trumid Logo New

Liquidity & Trading

Trumid

READ THE PRESS RELEASE

VIEW OUR DATA SHEET

Trumid is a financial technology company building tomorrow’s trading network. The company optimizes the credit trading experience by combining agile technology and market expertise, with a focus on product design. The result is a differentiated and easy to use trading solution for its community of users. Learn more: trumid.com.

 

View our entire partner ecosystem ➜