Total Portfolio View
Charles River IMS offers asset owners a comprehensive view of their public and private investments and exposures, both internally and externally managed. This unified platform allows managers to access investable cash efficiently, make well-informed allocation decisions, and hedge effectively. Additionally, organizations operating globally benefit from a consistent, 24/7 portfolio view, aiding in strategic decision-making across different time zones.
Private Markets
For asset owners looking to delve into private markets, Charles River provides a specialized solution for managing critical data, valuations, and scenarios at scale. Through this platform, investment firms can monitor portfolios in real-time, manage deals transparently, maintain accurate valuations, and effectively navigate private equity, credit, real estate, and infrastructure investments. The inclusion of asset and ESG management ensures a holistic approach to private market investments.
Centralized Portfolio Analytics
Central to Charles River IMS is the centralized portfolio analytics feature that combines portfolio and risk management, scenario analysis, and performance measurement in a single workspace. Portfolio managers gain actionable insights into exposures, positions, and orders, facilitating informed decision-making and risk management strategies. This consolidated view enhances operational efficiency and streamlines portfolio analysis processes.
Risk Management and Compliance
With a focus on risk management, Charles River IMS empowers asset owners with tools to anticipate and address potential risk events. By enabling rigorous stress tests and 'what-if' analysis, risk analysts and portfolio managers can evaluate the impact of asset allocation decisions and trades on overall risk exposure. The platform also features automated compliance and risk monitoring, ensuring adherence to regulations and client mandates across the investment lifecycle.
Order and Execution Management
Asset owners benefit from the multi-asset order and execution management capabilities of Charles River IMS, enhancing trade execution efficiency and providing access to global liquidity providers. This comprehensive view of orders throughout the trade lifecycle allows portfolio managers, risk officers, and traders to collaborate effectively and optimize trading strategies. By streamlining order management, the platform boosts operational agility and responsiveness.
Performance Reporting and Transparency
Charles River IMS offers extensive performance measurement, attribution, and risk reporting tools to enhance transparency and communication within asset owner organizations. Managers can effectively communicate detailed investment results to various stakeholders, including investment committees, trustees, and regulators. By providing detailed insights into portfolio performance, the platform fosters accountability and strengthens trust with key stakeholders.
Configurability and Scalability
The configurable and scalable architecture of Charles River IMS allows asset owners to tailor the platform to their specific needs, including integrating bespoke risk models and analytics. This flexibility enables seamless integration with back-office systems and third-party providers, enhancing operational efficiency. Furthermore, the cloud-based operating model ensures up-to-date technology, robust security, and 24/7 availability, supporting asset owners in adapting to evolving market needs.