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Products-Charles River Development

Ensuring Data Privacy and Transparency with Charles River Development

Understanding Personal Data Collection

Charles River Development, under its Global Privacy Notice, outlines the various categories of Personal Data it may collect from individuals. This includes Identity information such as names and identifiers, Demographic information like age and gender, Contact information such as addresses and emails, Biometric information, and more. By detailing these categories, Charles River Development aims to provide transparency about the data it gathers.

Methods of Data Collection

The company employs multiple methods to collect Personal Data. This can occur through direct interactions with individuals, documentations provided by clients, website or mobile application activities, affiliate and third-party service providers, and publicly available sources. Additionally, automated technologies like cookies are used to gather technical data. These diverse collection methods ensure that Charles River Development obtains a comprehensive view of individuals' data.

Handling Sensitive Personal Data

Recognizing the sensitivity of certain data, Charles River Development acknowledges the importance of protecting Sensitive Personal Data. This includes information related to racial or ethnic origin, health, biometrics, and more. The company adheres to laws and regulations that mandate special safeguards for this type of data. For instance, any collection, usage, or processing of Sensitive Personal Data or criminal records is only done when legally permissible, such as for compliance with Anti-Money Laundering laws.

Purposeful Use of Personal Data

Charles River Development utilizes Personal Data for specific purposes, ensuring that it aligns with legal requirements and individuals' consent. These purposes include fulfilling contractual obligations, meeting legal obligations like reporting to authorities, responding to law enforcement requests, and serving legitimate interests. By clearly stating the reasons for data usage, the company emphasizes accountability and clarity in its operations.

Empowering Private Market Investors with Valuation & Scenario Management Solutions

Harnessing Forward-Looking Insights and Workflows

Private market investors often grapple with questions regarding asset valuations and potential impacts of market fluctuations. Charles River Development offers a comprehensive solution for Private Markets that allows investors to streamline their valuation processes. By seamlessly connecting Excel spreadsheets, investors can conduct valuations at scale and perform custom scenario analyses across funds and assets. The innovative ModelSync technology facilitates a smooth valuation workflow, enabling portfolio managers to aggregate financial data effectively. Through Charles River's solution, investors can produce interactive dashboards and visual insights to gain valuable and timely information for making informed investment decisions.

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Empowering Private Market Investment Decisions with Charles River Development

Solving Complex Data Challenges for Private Markets

Charles River for Private Markets, formerly known as Mercatus, offers an advanced investment management solution tailored for institutions venturing into Private Credit, Private Equity, Real Estate, Infrastructure, and Funds. The platform is cloud-based, providing the necessary flexibility and centralization for handling investment data efficiently. In the private markets realm, data management can be intricate - often residing in various spreadsheets and disconnected systems, making it resource-intensive and error-prone to extract valuable insights for decision-making. Charles River for Private Markets simplifies this by consolidating all data, ensuring transparency and data quality from fund to asset levels. The solution seamlessly integrates data, people, and processes, facilitating smoother operations scalability. Its frameworks address key data challenges in Deal Management, Portfolio Monitoring, Asset and ESG Management, and Valuation Management.

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Seizing the T+1 Opportunity with Charles River Development

Unlocking Growth with T+1 Settlement Cycle

The transition to a T+1 settlement cycle in the US, Canada, and Mexico presents investment managers with a unique opportunity to enhance their organizational growth by implementing various process improvements. Embracing automation is the initial step towards facilitating internal workflow enhancements necessary for compliance with T+1 regulations. Leveraging technology-driven solutions provided by third-party vendors can further streamline efficiencies across trading operations, ensuring better risk management and addressing funding challenges inherent in a shorter settlement cycle. By implementing these systems and processes, organizations can not only mitigate risks but also strengthen client service offerings.

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Unlocking Private Market Insights with Charles River Portfolio Monitoring

Consolidating and Normalizing Investment Data

Investing in Private Markets can be challenging due to disconnected data sources and inflexible systems. Charles River's Portfolio Monitoring solution helps by consolidating data from various sources, such as fund administrators and spreadsheets. This allows for better data quality, custom calculations, workflow, and reporting, freeing up resources for strategic decision-making.

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Empowering Investment Managers with Charles River's Cloud-Based Investment Management Solution

Performance and Scale

Charles River's Investment Management Solution (IMS) built on a cloud-based open architecture platform offers exceptional performance and scalability. The platform can efficiently handle large transaction volumes without compromising speed or reliability. Utilizing predictive and prescriptive analytics, Charles River IMS ensures high availability and resilience across all functions even during volatile market conditions. On-demand provisioning empowers users to preview and test new capabilities seamlessly, enhancing agility. The scalability feature supports business growth into new geographies, asset classes, and expansions through acquisitions.

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