Enterprise Data Management (EDM)

Charles River’s EDM solution provides investment managers with the breadth and accuracy of data required to properly support investment decision making. Firms can more easily manage complex data from multiple sources, tailor data sets for different users, and lower operational risk. As the biggest consumer of data in the front and middle office, Charles River has a deep understanding of buy-side data requirements and is equipped to translate, validate and promote data to help ensure necessary completeness.

Purpose-built for investment managers, Charles River’s EDM solution has the necessary depth to meet the data requirements for each instrument type. This provides front and middle office systems with the requisite data to support even the most challenging fixed income and derivatives instruments. The combination of Charles River’s Investment Book of Record (IBOR) and EDM provides a complete foundation spanning security, pricing, analytics, model, benchmark, account, position, trade, and tax lot data.

Key Benefits

  • Delivers the right set of data management features based on firm size and asset complexity
  • Helps asset managers realize significant cost savings, reduce operational risk and complexity, and ensure enterprise-wide data integrity
  • Supports all asset classes with complete and accurate data
  • Provides a variety of data management tools
  • Eliminates system fragmentation and data silos by centralizing data management on a single, scalable platform

The Charles River Investment Management Solution (Charles River IMS) offers a well-defined data model and comprehensive, standardized interfaces. By leveraging these capabilities, Charles River’s EDM solution mitigates the high degree of customization required to implement conventional data warehouses and EDM offerings, which can result in significantly faster deployment and lower operating costs.

Charles River’s SaaS-based delivery model offers two levels of EDM deployment that provide clients with a simplified and scalable migration path to enterprise-level data management. Firms with moderate requirements can leverage Charles River’s built-in data management capabilities on a single platform. For clients with larger and more complex needs, the standalone Charles River EDM provides standard integration tools for interfacing with systems firm-wide, including Charles River IMS.

Based on an open architecture with extensive configurability options, Charles River EDM helps firms address their data management needs. By striking the optimal balance between turnkey functionality and flexibility, Charles River provides a cost effective alternative to data warehouses, conventional EDM solutions and data hubs.

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Enterprise Data Management