Charles River Investment Management Solution

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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.

Charles River is a fully owned subsidiary of State Street. The combination of State Street and Charles River enables the industry’s first-ever global interoperable platform connecting the front, middle and back office, State Street’s Alpha. Supported by deep enterprise data management, State Street's Alpha will accelerate investment workflows, provide advanced data aggregation, analytics and compliance tools, and connect and exchange data with other industry platforms and providers.

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

Key Benefits

The Charles River IMS streamlines and simplify the investment process through the following:

  1. A single, enterprise platform that improves productivity and scales
  2. A solution that offers standardization and best practices, yet is flexible and can be configured
  3. Integrated data and data services that provdies a ‘single source of truth’
  4. A solution delivered ‘as a Service’