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Products-Charles River Development

Unlocking Efficiency and Transparency with Charles River Asset & ESG Management for Private Markets

Enhanced Asset Monitoring and Transparency

Asset management within private market institutional investors can often be challenging due to the complexity of data collection and reporting processes. Charles River for Private Markets addresses these issues by providing a centralized dashboard for monitoring assets in real-time. This transparency allows investors to quickly identify areas that require attention, ensuring compliance and efficient decision-making.

Data Management Support for Improved Insights

One of the key features of Charles River's solution is the consolidation and normalization of investment data into a unified platform. By breaking down data silos and integrating various data sources, investors can gain faster and more insightful information, leading to improved response times to investor queries. This centralization streamlines the process, making it easier to manage information from different sources.

Solving Data Challenges with Dedicated Services

Managing complex and scattered data poses significant challenges for private market investors. Charles River's Asset & ESG Management solution offers dedicated Data Management Services to address these issues. From normalizing data to managing data collection processes, the team provides comprehensive support to ensure data quality and scalability. By offering dynamic reports and configurable workflows, investors can enhance their decision-making capabilities.

Key Capabilities for Efficient Data Management

The Asset & ESG Management framework by Charles River provides essential capabilities to overcome private market data management challenges. With full transparency into investment performance, investors can identify areas for improvement in real-time. Additionally, the solution enables efficient communication of global ESG performance, streamlining reporting processes. By avoiding business disruptions and ensuring data accuracy, investors can make informed decisions with confidence.

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.

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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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