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Products-Charles River Development

Maximizing Investment Performance with Charles River IMS

End-to-End Investment Lifecycle Support

The Charles River Investment Management Solution (Charles River IMS) offered by Charles River Development is a comprehensive platform that automates front and middle office processes for buy-side firms. This solution is pivotal in providing accurate and timely investment decision support for institutional and wealth managers, alternative investment firms, insurers, and asset owners. By utilizing Charles River IMS, clients can streamline operations, reduce risk, and improve reliability in their investment processes. One of the key strengths of Charles River IMS is its ability to support the entire investment lifecycle on a single platform, covering portfolio and risk management, trading, and post-trade settlement, with integrated compliance management throughout. Additionally, the platform includes an Investment Book of Record (IBOR) that furnishes real-time cash and position data, along with Charles River's Enterprise Data Management solution (EDM) to enhance data accuracy, consistency, and completeness.

Charles River Cloud Services

Charles River IMS leverages the Microsoft Azure cloud infrastructure to deliver a platform that facilitates quicker investment decisions and ensures compliance with regulatory requirements. The cloud-based solution is designed to scale seamlessly to support both organic growth and business expansion through acquisitions. By operating in a secure cloud environment with proactive threat monitoring and simplified disaster recovery capabilities, investment managers can focus on delivering exceptional products and services to their clients without being burdened by infrastructure concerns.

One Platform for Multiple Business Lines

Charles River IMS is a versatile platform that caters to a wide spectrum of financial products, ranging from basic asset class-specific to complex multi-asset products. The robust capabilities of Charles River IMS are well-suited to meet the diverse and demanding requirements of institutional asset managers, banks, wealth managers, hedge funds, pensions, and insurers. One of the significant advantages of utilizing Charles River IMS is the ability to manage multiple business lines on a unified platform, allowing firms to leverage synergies, enhance risk management practices, and reduce the time and cost involved in launching innovative products to market.

Empowering Financial Management with Charles River Development Technical Support Resources

Enhanced Technical Support for Seamless Operations

Charles River Development (CRD) offers a robust suite of technical support resources aimed at empowering financial management institutions with the tools they need to ensure seamless operations. Whether you are a seasoned professional or new to the industry, CRD's technical support caters to your unique requirements. The support team is dedicated to providing timely assistance, resolving issues efficiently, and maximizing the functionality of CRD's solutions for your organization's benefit.

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Revolutionizing Middle Office Operations with Charles River Investment Management Solution

Introduction to Charles River IMS

Charles River Investment Management Solution (Charles River IMS) stands out as a comprehensive middle office solution that offers significant advantages over traditional outsourcing options. By providing a complete set of middle office capabilities, including investment accounting, cash management, position and collateral management, as well as post-trade processing and settlement, Charles River IMS empowers financial firms to efficiently handle complex operations in-house.

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State Street Global Privacy Notice

Introduction

State Street is dedicated to safeguarding your personal information in compliance with privacy laws. This Global Privacy Notice outlines how State Street Corporation and its subsidiaries handle, process, and protect your Personal Data. The notice applies to data collected online, offline, or during events and interactions with State Street.

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Enhancing Investment Management with Charles River's Portfolio Management Solution

Efficient Portfolio Management

Charles River Development offers a comprehensive portfolio management solution that empowers investment managers to effectively handle exposures, understand holdings, and evaluate the impact of asset allocation decisions. The centralized portfolio management workbench integrates intuitive data visualization with analytics and risk metrics, providing a user-friendly interface for portfolio managers to streamline their workflow. This enables better communication with compliance officers, risk managers, and traders, fostering collaboration and enhancing decision-making processes.

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Maximizing Investment Management Success with Charles River Development Implementation & Consulting Services

Implementation Services for Seamless Deployment

Charles River's implementation experts provide clients with a structured approach to achieve successful cloud-based deployment of the Charles River Investment Management Solution. By conducting a thorough assessment of the client's current situation, including data requirements, workflow considerations, 3rd party integration needs, geographic distribution, and existing system technology, the implementation team ensures a smooth transition. Working closely with the client, the team defines an implementation framework and tailors a project plan for optimal results, ensuring high-quality outcomes delivered in a timely manner.

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