Charles River Investment Management Solution

Celent will help qualify your requirements and introduce you to the vendor
Spotted a missing vendor? Use this form to alert a vendor to the Celent service
Create a vendor selection project & run comparison reports
Register to access this feature
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.


The Charles River Investment Management Solution (Charles River IMS) automates front- and middle-office investment management functions across global business lines, asset classes and currencies on a single platform. Tightly-integrated capabilities support portfolio management, performance and risk, compliance monitoring, order and execution management, and post-trade processing. Charles River’s operating model includes enterprise software, data, application management, hosting and FIX network to improve investment professional productivity, control risk and lower technology costs. The solution streamlines workflows across a common platform, accurately-maps and manages data, standardizes interfaces, and simplifies day-to-day system management and upgrades.

Key Features

  • Flexible, spreadsheet like modeling/portfolio construction tool to minimize Excel use
  • Integrated performance, attribution and ex-post risk
  • One platform for multi-asset order and execution management
  • Direct access to hundreds of brokers and liquidity destinations
  • Reference, analytic and benchmark data
  • Real-time pricing, exchange data and new security setup
  • Compliance monitoring across the trade lifecycle
  • Central and local post-trade matching and settlement
  • Independent Investment Book of Record (IBOR)
  • Configurability eliminates customization

Product/Service details

Geographic Availability
Europe, Europe, Middle East, Middle East, North America, North America
Asset Class Coverage
Bonds, Bonds, Commodities & Energy, Commodities & Energy, Equities, Equities, Foreign Exchange (FX), Foreign Exchange (FX), Futures, Options and other Derivatives, Futures, Options and other Derivatives, Money Markets, Money Markets, Structured Products, Structured Products