Charles River Investment Management System

Date:

Irish Life Selects Charles River Investment Management System To Automate Front Office Operations

The TRADE: Managing Multi-Asset Risk with an Order and Execution Management System

Charles River Development , an award-winning provider of financial software and services to the global investment management community, today announced that Irish Life Investment Managers , one of Irelands leading institutional asset managers, has selected the Charles River Investment Management System to automate its portfolio management, trading and compliance operations in Dublin. Irish Lifes users will benefit from real-time support for all asset classes, including foreign exchange, fixed income, equities and currency and index futures and options, on one integrated platform.

About Charles River Ims

Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Streets middle and back-office services, Charles Rivers cloud-deployed front office technology forms the foundation of State Street Alpha. A strategic commitment to empowering our customers by enhancing the experience with one platform, one view of your portfolios across public and private markets. Investment, wealth and alternative managers, asset owners, and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Streets middle and back-office services, Charles Rivers cloud-deployed front office technology forms the foundation of State Street Alpha. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance.

Charles River Learning Center

Due to the developing situation regarding COVID-19, all training courses for the foreseeable future will be delivered utilizing the Charles River Virtual Classroom and a WebEx conference line. These measures allow the training team to continue to provide training using a fully hands-on environment with access to an instructor.

Clients may attend training sessions at Charles Rivers Learning Center in Burlington, Massachusetts or London, England. The training lab environment allows focused time away from the office combined with a hands-on Charles River Investment Management Solution experience. Professionals may network with other Charles River clients over the provided breakfast and lunch. Course manuals and a Level 1 certification are included.

Certification: Level 1 certification available

Introduction to the Charles River Investment Management System

Students will learn basic navigation through the Charles River IMS entering transactions using New Manager Workbench and the Blotter as well as basic concepts of Compliance test writing and managing alerts & warnings. Basic system components including System Administration, the Workflow Monitor, and nightly processing are also discussed.

Duration: 1 dayCertification: None

Manager Workbench

You will have time to practice what you are learning through hands-on exercises and at the end of the course you will have the opportunity to certify in this topic by taking a one-hour exam.

Using & Configuring the Blotter

Read Also: 15 Or 30 Year Mortgage For Investment Property

Charles River Investment Management Solution

Charles River Investment Management Solution is a complete, private cloud solution that automates front- and middle-officeinvestment management functions on a single platform. In addition to native transactioncost analysis capabilities, powered by SJ Levinson, Charles River offersintegration to ITG, Abel/Noser, Elkins McSherry, UBS, Morgan Stanley, Nomuraand others.

About Charles River A State Street Company

Charles River IMS Reviews 2021: Details, Pricing, &  Features

Investment firms, asset owners, wealth managers, hedge funds and insurers in more than 30 countries rely on Charles Rivers front and middle office investment management platform to manage more than US$35 Trillion in assets. Together with State Streets middle and back office capabilities, Charles Rivers cloud-deployed software technology forms the foundation of State Street AlphaSM. The Charles River Investment Management Solution is designed to automate and simplify the institutional investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles Rivers growing partner ecosystem enables clients to seamlessly access external data and analytics, applications and liquidity venues that support the demands of their product and asset class mix. Headquartered in Burlington, Massachusetts, we serve clients globally with more than 1,000 employees in 11 regional offices. To learn more visit www.crd.com.

Recommended Reading: Morgan Stanley Investment Banking Internship

About State Street Corporation

State Street Corporation is one of the world’s leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $43.3 trillion in assets under custody and/or administration and $3.9 trillion* in assets under management as of September 30, 2021, State Street operates globally in more than 100 geographic markets and employs approximately 39,000 worldwide. For more information, visit State Street’s website at www.statestreet.com.

State Street Corporation, One Lincoln St, Boston MA 02111

Find us on

Efg Asset Management Selects Charles River Ims To Support Expansion Of Fund Management Operations

EFG Asset Management, a division of the Zurich based EFG

EFG Asset Management, a division of the Zurich based EFG International, has selected the Charles River Investment Management System Version 9.1 to automate its European asset management processes in Geneva, London and Paris. More than 30 EFG users will benefit from advanced performance measurement and attribution, portfolio and order management, and real-time compliance monitoring for all asset classes on a single platform. EFG has also selected the fully-integrated Charles River Network for real-time global electronic trading via FIX . Charles Rivers 24×7 FIX Network Services will provide EFG with complete FIX software administration, connectivity management and support.

In addition to portfolio management and trade order management, EFG will leverage Charles River Performance, Version 9.1s new integrated performance measurement, attribution and performance risk module.

In Europe, Charles River maintains regional offices in London and Paris, a local presence in Frankfurt, sales and service partners in South Africa and Dubai. Charles River serves over 300 buy-side clients worldwide, including 80 firms across 17 European countries. In Switzerland, Charles River currently serves seven of the countrys leading asset and wealth managers.

Recommended Reading: Investment Property Home Loan Rates

List Of Charles River Ims Customers

Write a Review for the Charles River IMS

Charles River Development may contact you regarding your request

Since 2010, our global team of researchers has been studying Charles River IMS customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Charles River IMSPortfolio and Investment Management

Charles River Investment Management Solution Integrates Chartiq For Trade Decision Support

Charles River Risk Managment Part 1: Measuring and Managing Risk

The Charles River Investment Management Solution now integrates with ChartIQ, enabling Charles River to provide institutional traders with visualisation tools that deliver greater insight into data affecting investment decisions.

These capabilities help traders conduct pre-trade technical analysis, gauge in-trade market impact and better understand post-trade execution quality.

Charles River IMS combines an order management system with multi-asset execution capabilities, creating a consolidated order and execution management system . By integrating with solution providers like ChartIQ, the OEMS enables traders to work more productively at generating alpha, managing risk and helping inform their firms strategic investment decisions.

ChartIQs extensive visualisation and integration capabilities work with Charles River IMS to offer institutional traders new analytics accessible directly from the OEMS, says Spiros Giannaros, President, Charles River. Leveraging ChartIQs innovative software framework further empowers our engineering teams with best-of-breed development tools. In turn, our clients gain new capabilities to better inform their trading and de-risking decisions across asset classes.

Read Also: Cbiz Investment Advisory Services Llc

Charles River Rolls Out Upgraded Investment Management System

Tom Burroughes, Deputy Editor, London ,27 June 2008

Charles River Development, a US-headquartered provider of financial software and services to the global investment management industry, has released Version 8.2 of the Charles River Investment Management System, which is its front- and middle-office software suite for buy-side firms.

After a series of tests, the system introduces significant enhancements and new functions for managing and trading derivatives and fixed income instruments.

“Version 8.2 is an ‘end-to-end solution’ for listed and OTC derivatives,” said Peter Lambertus, president and chief executive, Charles River Development. “Our over 30 clients who participated in our beta programme validated that Version 8.2 improves their derivatives trading workflows – from portfolio analytics through trade capture and settlement.”

Version 8.2, developed with significant client input, supports a broad array of complex rate and credit derivatives instruments, including: CDS Index Tranches, Basis Swaps and Overnight Index Swaps, among others. It also completes Charles River’s integration with the FINCAD analytics engine, providing enhanced coverage for fixed income securities of varying coupons payments, including: 28-, 81- or 181-day, as well as expanded day count basis for business days/252, and NL.365.

Charles Rivers Cloud Services

The Charles River Investment Management Solution is delivered through the Microsoft® Azure cloud. Charles River IMS 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.

Recommended Reading: 13 Investment Blunders To Avoid

The Charles River Investment Management Solution

Charles River IMS supports the entire investment lifecycle on a single platform from portfolio management/decision support activities through trading/post-trade settlement with integrated compliance throughout. Charles River IMS is a single highly-performant/multi-asset OEMS platform combining full order/execution management capabilities. Built-in Investment Book of Record capabilities improve front-office efficiency/accuracy by removing dependence on back-office data feeds. Up-to-date performance measurement/attribution analysis and integrated risk management and scenarios analysis enrich portfolio management.

Categories

Charles River Investment Management System Ensures Compliance For Shari’ah

Vendor Systems  SIAL TP

Best-of-Breed Technology Offers Simplified Rule Building and Monitoring

The Islamic finance industry, with assets estimated at over $750 billion, is one of the fastest growing in the world, due in part to increased acceptance of Islamic funds, also known as Shariah or Syariah funds. These alternative investments, which must conform to Islamic law, are attracting investors from around the globe. According to Charles River Development , an award-winning provider of innovative financial systems and services, technology is playing a key role in helping global investment professionals create and manage the compliance aspects of these and other ethically-based funds.

Also Check: S& p 500 Invest Now

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.

Tradetech Awards Charles River Investment Management System Best Buy

Integrated Software Suite is Recognized Leader in Satisfaction, Cost Efficiency, Reliability and Speed

Charles River Development, a provider of financial software and services to the global investment community, today announced that its Charles River Investment Management System received the TradeTech 2007 award for Best Buy-Side Order Management System.

In selecting Charles River for this award, TradeTech applied the same quantifiable measures that investment management firms use to evaluate business-critical front- and middle-office systems, said Peter Lambertus, President and CEO, Charles River Development. Were honoured to receive this award which further validates Charles River as the pre-eminent global investment management system provider. We support 250 clients in 30 countries with comprehensive and innovative products and services that enhance their business and that of their customers.

Charles River IMS supports all asset classes, including SWAPs and other derivatives, options, foreign exchange, fixed income and equities, and features comprehensive tools for portfolio management, order management, trade execution, compliance monitoring, and trade settlement. The system addresses country-specific regulation and investment requirements. Rules configuration and pre-trade compliance monitoring is simplified and fast. The system includes a global rule library featuring 1,000+ rules covering 20+ countries.

Recommended Reading: Advantages Of Investing In Gold

Charles River Investment Management Solution Now Client

BOSTON—-Charles River Development, a State Street Company, today announced that its strategic cloud solution, Charles River Investment Management Solution , has achieved platform and operational readiness on Microsoft Azure. The offering utilizes Microsofts scale and security capabilities to provide investment firms with a platform that enables innovation and helps clients mitigate risk. Charles River has initiated the migration of new and existing SaaS clients onto the new Azure infrastructure.

In todays environment of unprecedented market volatility, margin pressures, and increased competition, cloud-based solutions offer the resilience, scalability, and performance that investment firms need as a foundation for innovation and growth, said Spiros Giannaros, President of Charles River. Microsoft Azure will provide additional capabilities to service our customers and new opportunities to integrate in our customers cloud solutions. This is central to our strategy to provide global scale as an enterprise investment management solution provider.

Charles River IMS serves as the front and middle office component of State Street Alpha, which provides investment managers, hedge funds, asset owners and insurers with a complete front to back solution for risk management, portfolio construction, trading, compliance, post-trade and back office services.

About Charles River, a State Street Company

About State Street Corporation

3036337.2.1.AM.RTL

Waddell & Reed Live On Charles River Investment Management System

Charles River Investment Management Solution – video overview

Charles River Development , an award-winning provider of financial software and services to the global investment management community, today announced that Waddell & Reed Investment Management Company and its affiliates, which combined have $47.6 billion in assets under management, are live on the Charles River Investment Management System and Charles Rivers Application Management solution. Over 60 Waddell & Reed users now benefit from enhanced decision support, streamlined trade order management, and real-time, pre-trade compliance monitoring on a single integrated platform. Waddell & Reed also leverages the broker-neutral Charles River Network and FIX Administration for real-time global electronic trading via FIX. Waddell & Reed has seamless access to 50 of its preferred broke r-dealer destinations via the network, and plans to increase connectivity to 100 sell-side providers in the near future.

Waddell & Reed is using Charles Rivers Application Management outsourced solution, based on clients unique needs. Waddell & Reed receives 24×7 application management and support, including alert notification, performance monitoring and tuning and user administration.

Also Check: Can I Take A Heloc On An Investment Property

Charles River Investment Management System Upgrade & New Reporting System

The Problem:

Vontobel Asset Management, a NY City based investment adviser, manages global and US long-only equity portfolios. The firm invests in growth-stocks of companies across all market capitalizations with a focus on quality growth companies.

Vontobel needed to migrate to a more current version of the CRIMS platform. This upgrade also impacted an associated portfolio management and compliance reporting processes. The firm had made prior attempts to complete the upgrade but changes to the CRIMS software precluded using the existing approach and CRD consultants had encountered challenges in meeting Vontobels specific requirements natively within the CRIMS application.The key objectives of the project included:

  • Migrating the firm to the latest version of CRIMS
  • Effectively supporting an aggressive migration schedule
  • Creating an automated reporting solution

What We Did:

  • Provided project leadership for the migration, test planning and migration
  • Successfully completed the upgrade in 3 months
  • Designed and built the new reporting system.

The features of the new reporting system included:

  • Enterprise grade reporting solution that leveraged
  • Microsoft SQL Server Integration Services
  • Microsoft SQL Server Reporting Services
  • Custom Data Integration & Transformation process to manage
  • Position Data
  • Custom Reporting Solution to automatically
  • Consolidate Position Data
  • Create Portfolio and Portfolio Group Reports
  • Organize and distribute reports to multiple user groups

The Results:

Qic Implements Charles River Investment Management System To Support $29 Billion Fund Management Operations

SYDNEY, 9:00 AM, 29 October, 2003 Charles River Development today announced that QIC, one of Australias largest wholesale funds managers with over $29 billion funds under management, is implementing the Charles River Investment Management System to support its global equity, fixed interest, foreign exchange, and derivative investment operations.

Charles River is a leading provider of financial software and consulting services to the global investment management, banking, pension, and insurance industries. Charles River IMS is an integrated front and middle office software suite for portfolio management , order management and trading , and real-time compliance .

QIC selected a phased implementation approach. The firm has completed the Charles River Compliance implementation and began conducting compliance monitoring across all asset classes as of September 1, 2003. The Charles River Manager and Charles River Trader components will be released across the organization in phases by asset class beginning with fixed interest trading in late November 2003.

The compliance phase of the implementation included interfaces from Eagle Investment Systems PACE data warehouse so that QIC can import position, security, classification, rating, and other data into Charles River IMS.

You May Like: Il& fs Investment Managers Ltd Share Price

Charles River Ims Wins Best Buy

LONDON—-Nov 15, 2018–Charles River, a State Street Company and provider of the Charles River Investment Management Solution , has won Best Buy-Side OMS at the 2018 Buy-Side Technology Awards. The awards aim to recognise the leading technologies and vendors in their area of expertise and are judged by buy-side focused technology consultants and WatersTechnologys journalists.

Charles River IMS leverages the capabilities of an OMS and an EMS , creating a single integrated Order and Execution Management System . Traders can work more productively by eliminating multiple interfaces and streamlining complex workflows that are inherent with separate systems, and having a combined OEMS can also help reduce the potential for trading errors.


  • Macy’s, Dollar Tree rise Nutanix, Medtronic fall

  • We are continually updating our technology to enhance trade decision support and help investment managers improve execution quality as the market and regulatory landscape evolves, said Gavin Lavelle, Managing Director EMEA, Charles River. The combined OEMS enables traders to focus on trades requiring high-touch and let automation handle the low-touch trades.

    Charles River has won several awards for portfolio management, compliance and trading, the most recent being the Best Buy-Side OMS at the Waters Ranking Awards in New York.

    Investing involves risk including the risk of loss of principal.

    2312271.1.1.GBL.RTL

    CONTACT: Helen Traverso, +44 7747 174620

    Share post:

    Popular

    More like this
    Related

    Selling Investment Property Capital Gains

    Offset Gains...

    Best Way To Invest In Startups

    What Is...

    Best Investment Companies For Beginners

    Stash: Best...