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Charles River Investment Management Solution

Charles River IMS automates front and middle office investment management functions for buy-side 

firms in the institutional asset and fund management, private wealth, alternative investments, insurance, 

banking and pension markets. Charles River helps clients make better investment decisions, streamline 

operations and reduce risk.

In an environment of 

ever-changing markets, 

competitive and regulatory 

pressures, Charles River 

continues to invest heavily 

in R&D to help clients:

• Grow and retain assets 

through continuous 

innovation

• Diversify and expand 

products and geographic 

coverage

• Keep up with regulatory 

requirements

Charles River has distilled the best practices 

from a diverse, global client base and 

incorporated them into the Charles River 

Investment Management Solution (Charles 

River IMS). With a long term view and singular 

focus on the front and middle office, Charles 

River has helped large and small firms achieve:

• Better informed investment decisions

• An enterprise-wide view of investments 

and exposures

• Accurate, timely and consistent data across 

the investment process

• Consolidation of disparate point solutions on 

a single platform

Investment firms in more 

than 40 countries use 

Charles River IMS to 

manage more than US$25 

Trillion in assets in the 

institutional investment, 

wealth management and 

hedge fund industries. 

Clients rely on Charles 

River to:

• Improve trade execution

• Monitor & reduce risk

• Simplify & streamline 

operations

For 20+ Years Today Tomorrow

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End-to-End Investment Lifecycle Support 

Charles River IMS supports the entire investment lifecycle on one platform, 

from portfolio management and risk analytics to trading and post-trade 

settlement, with the broadest available asset class coverage and integrated 

compliance throughout.

An Investment Book of Record (IBOR) further improves efficiency and accuracy 

by removing dependence on back-office data feeds. Charles River’s Enterprise 

Data Management (EDM) capabilities help firms improve the consistency and 

completeness of their reference, analytics, pricing, and benchmark data.

Software as a Service (SaaS) Deployment

Charles River IMS is delivered as a hosted service, with integrated data 

and end user support, enabling clients to access the latest functionality faster, improve data quality, and streamline 

operations. This simplified Software as a Service (SaaS) operating model helps clients respond more quickly to business, 

investor and regulatory demands. This increases end user satisfaction, ensures more predictable costs, and helps 

improve reliability.

The SaaS-based offering includes seamless upgrades and 24/7, follow-the-sun support provided by Charles River’s 

in-house support staff. Most importantly, Charles River provides the proper foundation for the investment process by 

providing, validating and managing all necessary data.

One Platform for Multiple Business Lines

Charles River IMS combines best of breed components in a platform that meets the diverse and demanding 

requirements of buy-side firms, including:

• Institutional asset and fund managers • Private banks and wealth managers

• Alternative investment managers and hedge funds • Pensions and insurers

Best practice workflows help improve staff productivity, and a highly scalable and configurable open architecture 

enables clients to consolidate multiple business lines on a single platform. Charles River IMS supports the full 

spectrum of financial product offerings, from basic asset class-specific products to solution oriented and complex 

multi-asset products.

Anytime, Anywhere Access

Charles River provides flexible end user deployment options and 

easily scales to support thousands of users. In addition to desktop 

deployment, a configurable browser-based dashboard allows financial 

advisors to quickly personalize information for managing complex 

accounts and high-touch client relationships. Advisors and client-facing 

users can make in-person meetings more interactive by using tablets 

as graphical reporting and presentation tools. Charles River’s mobile 

app provides remote access and gives users a “big picture” view into 

Charles River IMS when away from the office. 

Key Advantages

• Make better investment 

decisions

• Improve trade execution

• Streamline middle office 

operations

• Reduce cost, risk & complexity

• Increase end user 

productivity & satisfaction 

• Launch new products faster 

Charles River offers seamless browser-based and mobile 

device access to portfolios, exposures and trades, and 

desktop deployment for enterprise workflows.

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Institutional Asset & Fund Management 

By managing separate funds and investment products on a single enterprise 

solution, firms are able to automate their investment process, streamline 

workflows and reduce the points of integration that contribute to 

inefficiencies and errors:

Improve decision making with centralized portfolio construction, 

management and analysis

Increase trader productivity with a single order and execution management 

system

Access risk management, scenario analysis, and attribution directly from the portfolio management workspace

Automate compliance checking throughout the investment lifecycle

Wealth Management

Charles River provides institutional capabilities that support discretionary and non-discretionary private wealth product 

lines, enhance client interactions, and efficiently manage large volumes of accounts and trades: 

Speed introduction of new products with built-in 

support for all asset classes, including unit trusts, ETFs, 

futures, options and fixed income

Support region-specific frameworks and products, 

such as SMA, UMA, UMH, Rep as Manager, and Mutual 

Fund Wraps

Effectively implement investment strategies using 

characteristic-based allocation models and custom 

benchmark portfolios 

Ensure tax-efficient portfolios and tax optimization 

across households

Maintain a holistic view of family assets, including 

household and multi-generation views 

Improve throughput by rebalancing high volumes of 

separately managed, unified and household accounts 

Enrich client presentations with graphical reports on 

mobile devices

Alternative Investment Management & Hedge Funds

Charles River’s enterprise solution meets the requirements of both large and small organizations, enabling alternative 

investment managers to: 

Create and manage multiple strategies and 

sub-strategies with institutional capabilities across all 

asset classes, including derivatives & FX 

Minimize ramp-up time with out-of-the-box templates 

for quick set-up and flexible configuration of user 

interfaces and workflows

Support active management styles with portfolio 

analytics and execution capabilities, providing a global 

view of investment performance and risk, and the ability 

to monitor P&L in real time

Alleviate staffing and infrastructure pressures with a 

turnkey solution that simplifies day-to-day operations 

and scales with business needs

Streamline regulatory obligations such as global 

shareholder disclosure (GSD) reporting with automated 

compliance checking and built-in libraries

Key Advantages

• Grow & retain assets

• Diversify products

• Expand geographies

• Keep up with regulatory 

requirements

• Simplify systems & operations

• Reduce risk & cost

Market Segments

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Data Services & Support

Investment management systems consume enormous quantities of data, and ensuring consistent data quality is one of 

the biggest challenges for buy-side firms. Managing ever-growing data volumes across instrument types is an industrywide problem that is compounded by frequent changes and quality issues with data providers. Charles River alleviates data 

problems by providing an all-inclusive data solution incorporating:

The Charles River Data Service using best of breed 

providers, that maps and enriches reference and realtime data, and supports new security setup 

Certified interfaces that work out-of-the-box and are 

continuously maintained and managed by Charles River 

to Bloomberg, Thomson Reuters, and IDC.

An Investment Book of Record (IBOR) to ensure an 

accurate view of positions and cash throughout the 

trading day

Additional providers based on asset class with 

standardized integration and support (e.g., FinCAD 

analytics) and mortgage pre-payment models

Enterprise Data Management (EDM) facilities to 

manage, monitor and promote gold copy data within 

Charles River IMS and to other systems

A data management service to ensure a high quality 

security master 

Charles River helps reduce data costs, technical issues and administrative headaches by managing the entire data process for 

clients, aggregating all necessary data and incorporating it directly into the Charles River IMS for over a thousand data fields. 

SaaS-based Delivery

Charles River keeps software current by managing regular upgrades and 

ensuring optimal application performance and reliability. Application specialists 

manage Charles River IMS according to best practices, and provide application 

and integration expertise that is difficult for firms to build and maintain in-house. 

A Simplified Operating Model

SaaS-based deployment provides clients with significantly faster access to new capabilities and ensures the 

necessary data for Charles River IMS. Clients can leverage the economy of scale in Charles River’s global 

support teams and the expertise that comes from supporting a diverse client base. Having a single point of 

contact for software, hardware, data and connectivity saves time and improves accountability.

FIX Connectivity

Charles River’s broker-neutral financial network supports global electronic trading via FIX with access to over 600 

global liquidity venues. Full integration facilitates direct access between buy-side clients, sell-side brokers and trading 

venues to simplify operations and improve trading reliability. Charles River provides complete FIX administration, 

connectivity management and support. Continuous testing, certification and monitoring of sell-side end points 

increases service levels and end user satisfaction. 

Compliance Advisory Services

Charles River’s compliance services team provides a level of knowledge and 

depth of skills difficult to maintain with in-house staff alone. Compliance 

Advisory Services act as an extension of the client’s compliance organization to 

ensure that their compliance rules and workflows are efficient, follow accepted 

best practices and align with client mandates and regulatory requirements. 

Key Advantages

•Up-to-date software and 

technology 

• Better data quality & accuracy

• Improve day-to-day operations

• Minimize staff requirements & 

training

• Lower technology costs

• ISO 27001 security certified 

globally

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With Charles River’s centralized workspace, portfolio managers can easily view their accounts, drill down to holdings, and display multiple concurrent views 

of the same accounts. 

Fixed Income

Charles River IMS provides portfolio analysis tools and analytics for standard and emerging corporate bond markets, 

a comprehensive set of government bond types from more than 50 countries, plus fixed income derivatives, including 

interest rate and credit default swaps, forwards, futures and options. Fixed income views can group portfolios by 

multiple classifications, including sectors, ratings, issuers and duration bands, with flexible drill-down, enabling 

portfolio managers to:

Evaluate portfolio strategies by conducting benchmark comparisons and dispersion analysis

Manage risk leveraging Charles River’s powerful built-in analytics tools and third-party sources for exposure 

management, sensitivities, risk analytics, stress testing, ex-post risk, Value-at-Risk (VaR) and ex-ante risk

Understand portfolio-level impact before generating orders by proposing on either a “what if” or “generic” basis

Portfolio Management 

Charles River IMS provides extensive portfolio management and 

analytics for fixed income, equity, FX and derivatives on one 

platform with integrated data. Data visualization and aggregation 

capabilities and best practice workflows provide portfolio 

managers with a readily familiar tool that is easy to use and frees 

them from dependency on spreadsheets. Integrated performance 

measurement and risk management provide real time visibility into 

performance and risk exposure. Scenario analysis and advanced 

analytical capabilities help portfolio managers understand 

investment risks.

Key Capabilities

• Portfolio construction

• Asset allocation & rebalancing

• Ex-ante risk

• Value-at-Risk (VaR)

• Scenario analysis

• Ex-post risk

• Performance measurement & 

attribution

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Equity 

Charles River’s portfolio analysis tools support equities and equity 

derivatives, including futures, options, and total return swaps. Portfolio 

managers can implement active and passive investment strategies using 

asset allocation and security selection tools. Workflows can be optimized 

for one or many portfolios using customizable views to:

Efficiently manage holdings by targeting on country, region, currency, 

industry/sector, and market capitalization roll-ups

Fulfill organizational and fund mandates by rebalancing portfolios 

or utilizing cash invest/divest capabilities to align positions with their 

respective model or index

Determine risk impact of potential orders by conducting hypothetical “what-if” analysis

Optimize operations by automatically factoring client-specific restrictions into all order generation activities

Advanced Capabilities

• Strategy/model management

• Currency overlay management 

& hedging 

• Instrument exposure 

look-through

• Investment Book of Record for 

accurate holdings information

Flexible tools enable portfolio 

managers to classify their holdings 

and implement investment 

decisions for one or many portfolios, 

align positions with benchmarks or 

models, and monitor the status of 

orders across the trading desk.

Comprehensive multi-currency and 

FX support help portfolio managers 

manage currency exposure across 

global portfolios.

Foreign Exchange

Full multi-currency support allows portfolio managers to view any portfolio in any currency, using real-time FX rates, 

enabling them to:

Effectively manage and hedge currency risk with currency overlay 

Quickly assess FX/hedging needs with currency-based settlement day forecasting and flexible viewing options (by 

asset currency, currency clusters, across portfolios, etc.)

Fine-tune currency exposure by consolidating/rolling forward positions

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Make more informed decisions by viewing key rate 

durations and sensitivities to other analytical factors for 

the entire portfolio and benchmark, calculated natively 

Stress-test portfolios by specifying interest rate and 

credit scenarios; view effects on the portfolio and 

benchmark for portfolio fair value, yield, duration and 

other analytics

Centralize risk management via seamless integration 

with Charles River’s compliance functions automates risk 

monitoring across the enterprise 

Increase visibility of ex-post and ex-ante risk metrics

including risk contribution and attribution for tracking 

error, volatility, variance, information ratio, beta; 

summary risk measures include Jensen’s alpha, Sharpe 

ratio, Treynor ratio, Sortino ratio, downside risk and 

others; calculate Value-at-Risk (VaR) using historical 

simulation, as well as ex-ante volatility and tracking 

error (TE) using Charles River’s statistical factor model 

or a third party factor model

With Charles River IMS, risk measurement and modeling become 

an integral part of daily portfolio management activities, using 

the same data and metrics as quants and risk analysts. 

Flexible scenario definitions help investment managers analyze 

the full spectrum of conditions and stress events as defined by 

regulators or anticipated by portfolio managers.

Risk Management & Scenario Analysis

Integrated risk management and scenario analysis functions enable firms to meet client and regulatory 

demands for greater transparency and stricter guidelines throughout the investment process. Charles 

River IMS provides portfolio managers, risk managers and compliance officers with curve-based analytic 

measures, ex-post and ex-ante risk metrics, accessible directly from portfolio management workflows 

and reports. 

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Eliminate standalone systems with fixed income and 

equity performance and attribution on a consolidated 

platform

Provide context for decision making by analyzing 

results directly within the portfolio management 

workspace or via reports

Streamline workflows with “look-through” calculation 

down to the individual security level and dynamic 

recalculation of results when methodologies and 

classifications are changed on the fly

Reflect investment objectives and/or strategies using 

custom blended benchmarks

Automatically reconcile performance contribution, 

attribution and ex-post risk data by eliminating multiple 

data feeds from disparate systems

Reduce “noise” and inaccuracies by easily restating 

performance data (price changes, corporate actions, 

etc.) 

Automate GIPS support with rules to maintain GIPS 

composite memberships; standard reports include firm 

and composite disclosures

Configurable workbench views consolidate 

performance contribution, attribution and ex-post 

risk results for portfolio managers.

Performance reports provide detailed breakdowns 

of performance figures and summarize results 

in bar or trend charts that can be viewed from 

Charles River IMS or a web browser.

Performance Measurement & Attribution

Charles River IMS enriches the portfolio management process with up-to-date performance 

measurement and attribution analysis (PMA) and facilitates GIPS compliance, without the need to 

integrate a standalone PMA system. Users can directly access all return, contribution, attribution and 

risk data for each portfolio, for a variety of timeframes and user-defined classification levels. Charles 

River reference and pricing data reduces operational complexity and helps ensure a consistent view of 

performance and attribution across the firm. Users can also perform backward-looking performance 

analyses for any historical time period or account using multiple search criteria.

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Charles River’s configurable 

trading blotter automates 

manual processes with 

integrated quoting and built-in 

access to trading platforms.

Trading & Execution

With Charles River’s combined order and execution management system 

(OEMS), traders can work more productively by creating, placing and 

executing orders in one trading blotter. Traders can manage trade execution 

strategies, streamline complex workflows into “one-click” execution, act on 

an entire program as if acting on a single order, and monitor market data and 

active orders. Full integration with portfolio management functions enables 

better communication between traders and managers. Interfaces with sellside and execution venues support cross-asset class coverage.

Charles River’s trading blotter offers numerous advantages over 

discrete order and execution systems. Traders can work more efficiently by eliminating multiple 

interfaces, fragmented workflows and order staging problems inherent in utilizing separate order and 

execution platforms. Traders no longer have to switch between systems or re-key critical information, 

which saves time and reduces errors. Benefits beyond the trading desk include improved compliance and 

auditing, and greater collaboration between traders and portfolio managers.

Fixed Income

Charles River IMS improves trader decision making with quick and efficient workflows and built-in quote management. 

Traders can find liquidity and negotiate with counterparties, monitor the market, and execute both cash and derivative 

trades, with: 

Comprehensive asset class support including 

government, investment grade, high yield, municipal, 

structured, inflation-linked, emerging market debt, TBA, 

and listed and OTC derivatives

Accurate and up-to-date security information, 

including benchmarks and curves, with tight integration 

to fixed income market data providers 

Integration with leading fixed income ECNs, allowing 

traders to stage orders and receive completed trade 

details after execution

Advanced trading capabilities including generic order 

handling, multiple-quote support, streamlined booking 

of complex swaps, trading on price, yield, spread, swap 

rate and deal spread

Key Capabilities

• Order & execution 

management 

• Data charting & 

visualization

• Trading analytics & 

transaction cost analysis 

(TCA)

• Broker & commission 

management

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Foreign Exchange 

Charles River’s automated FX capabilities help investment managers 

hedge out currency exposure and risk, and reduce the cost of 

settlement for cross-border trading. Charles River enables firms to 

manage their own FX trades with a highly efficient workflow that 

easily links FX trades back to the original equity, fixed income or 

derivative trade, and ultimately reduces costs with:

Charles River brings together the tools 

and data traders need to effectively 

implement trading strategies. 

Equity

Equity traders require quick access to all relevant data and liquidity. Charles River’s intuitive trading blotter 

encompasses all the key workflows for equity cash and equity derivative orders, including:

Easy access to fundamental trading analytics at all stages of the trade lifecycle, with integrated transaction cost 

analysis (TCA) from order generation through execution

Support for multiple trading methods and strategies including program trading, single name trading, algorithmic 

trading, DMA trading and spread trading

Freedom to focus attention on more complex, less liquid orders by utilizing 

automated smart order routing for low touch orders

Integrated critical market data and charting, including real-time level I and 

level II exchange data, price history, news, watchlists, time and sales, and venue analysis

Built-in access to liquidity with a broker-neutral FIX network, providing connectivity 

to more than 600 trading destinations and ability to quickly add new destinations

Key Capabilities

• Real-time market 

data

• Automated smart 

order routing

• Program/list trading

• Algo trading

• Multi-leg spread 

trading

• DMA trading 

• Venue analysis 

• Pre- & post-trade TCA

Fully automated settlement and hedging trades based on predefined settlement and hedging rules 

Complete transparency into portfolio cash through full integration 

to cash flow forecast 

Direct access to multiple liquidity destinations including bank 

direct, ECNs and bank algorithms

Streamlined access to the best rate 

through streaming quotes (RFQ/RFS) 

Best execution analysis and reporting, 

including the ability to store historical quotes 

Charles River helps traders achieve 

best execution by gathering 

multiple quotes and automatically 

identifying the best rate. 

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Rich repository of compliance 

rules and advanced rule-building 

tools provide diverse instrument 

and regulatory support.

Key Capabilities

• Compliance monitoring over 

investment lifecycle

• Comprehensive rule libraries

• Rule building & testing

• Model compliance

• Advisory & Global Shareholder 

Disclosure Services

• “As of” compliance

• Derivative exposure calculations

• Calculation builder

• Integrated VaR monitoring

• “Four Eyes” test authorization

Reduce intra-day risk by validating compliance at any stage of the trade 

lifecycle: pre-trade, in-trade, post-execution, end-of-day/post-trade 

Streamline portfolio management workflows by incorporating 

compliance rules into “what-if” analysis

Optimize compliance monitoring by prioritizing and filtering alerts

Easily trace violations and perform historical trend analysis through “As 

of” compliance reporting 

Supply regulators and auditors with end-to-end audit trails and extensive 

trade compliance reporting

Improve responsiveness to alerts and warnings via browser or mobile 

device

Stay current with best practices, client mandates and regulatory 

requirements by leveraging Charles River’s Compliance Rule Advisory 

Service and Global Shareholder Disclosure Service 

Compliance

Charles River helps clients meet increasing regulatory obligations with centralized compliance monitoring 

and management capabilities, and advisory services that utilize a comprehensive library of built-in rules for 

worldwide regulatory requirements and mandates, including US SEC 1940 Act and Rule 2a-7, UCITS and 

ESMA, MiFID II, Dodd-Frank, KAGB, global shareholder disclosure (GSD) regulations and others. Charles 

River IMS automates the compliance workflow and provides advanced compliance rule building, testing 

and maintenance, customizable reporting and a complete audit history, including the ability to:

Charles River 

automates 

compliance 

validation and 

monitors risk 

across the trade 

life cycle.

Comprehensive reporting 

tools, including historical trend 

analysis and “As of” reporting, 

provide documentation needed 

for regulatory or audit inquiries.

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Middle Office

Investment Book of Record (IBOR)

Charles River’s Investment Book of Record provides traders and portfolio 

managers with an accurate and real-time view of positions and cash. 

IBOR provides an investment-centric view of positions that reduces trade 

errors and time spent manually reconciling position data.

Charles River increases confidence in investment decisions by providing consistent position 

data and actionable analytics throughout the investment process. IBOR makes position 

data available to downstream systems including reporting, performance attribution and 

risk management, enabling them to access the same view of positions in real time.

Incorporating IBOR in Charles River IMS enables organizations to decouple the front and back office, and helps firms that 

do not have an accounting system and rely solely on feeds from custodians and prime brokers. It also benefits wealth 

managers who need to consolidate positions from multiple accounting systems, or control tax lot tagging for newer multisleeve or multi-strategy products. Charles River’s IBOR solution allows users to:

Improve accuracy and reduce end-of-day processing 

time by eliminating dependency on back office data 

Reduce the possibility of trading errors and compliance 

violations by ensuring that managers are trading on 

complete information 

Help portfolio managers remain fully invested by 

providing accurate intraday cash balance information 

Increase transparency and improve record keeping by 

incorporating external transactions that affect positions

Key Capabilities

• Audit trail of transactions 

and positions

• Exception based position 

reconciliation

• Supports mandatory 

& voluntary corporate 

actions

• Full security lifecycle 

support

Expedite settlement by routing individual trades and allocations in real-time to 

facilitate same-day matching and confirmation 

Reduce failed trades and settlement issues with consistent views of post-trade 

activity and data

Manage “by exception” with personalized views and alerts that save time and speed 

up corrective intervention

Charles River IMS automatically routes transaction details and ensures central or local matching with flexible exception 

management and configurable, rule-based local tolerance matching. Built-in interfaces include:

• Omgeo OASYS, CTM & TradeSuite • MarkitSERV swap clearing • FIX 4.2 or 4.4 allocation workflow

• Local match/affirm with any destination • ISO 15022/SWIFT for custodian notification

Post-Trade Matching, Confirmation & Settlement

Charles River automates the post-trade process and provides centralized 

confirmation, trade matching and settlement instruction workflows. For 

each transaction, dealers and traders, portfolio managers, compliance, 

and operations personnel have the same real-time view of all post-trade 

processing activity and data. The resulting low-touch settlement process 

minimizes manual steps and enables investment managers to:

Key Capabilities

• Collateral Management

• Block & allocation 

matching

• Accounting import/

exports

• OTC clearing

• Reconciliation

• Automated straight 

through processing

• Exception management

• SWIFT communication 

with custodians

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Central Overlay

Exception-based workflows for identifying accounts requiring attention

Highly performant managed account overlay functionality

Meets the demanding requirements of high-volume sponsor firms with millions of accounts

Wealth Management

Charles River offers financial advisors, private banks and wealth 

managers a comprehensive and fully integrated solution that 

eliminates the need for multiple systems. Solution capabilities 

include mobile and browser based access, highly performant 

central overlay, multi-custodial position management, detailed 

performance analysis, and a communication hub. 

Central overlay capabilities facilitate highly scalable management 

of SMA/UMA products and tax-based trading.

Anywhere / Anytime Access

Browser-based access to portfolio management tools integrated with an order management system for financial 

advisors, executives and compliance officers 

Tablet and phone access to key account information improves engagement with high-touch client relationships 

Allows advisors to quickly personalize information for managing complex accounts and client relationships 

Increased mobility makes advisors more productive and minimizes lost opportunities for engagement with prospects

Key Advantages

• Manage all discretionary and 

non-discretionary products on 

one platform

• Automate and streamline 

communication with sponsors

• Speed time to market for 

innovative product offerings

• Streamlined deployment 

of advisor-driven strategies 

with centralized portfolio 

management

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Review and manage positions and tax lots from 

the position management dashboard.

Wealth Hub

Enables wealth managers to automate and streamline communication with sponsors 

Simple, dashboard based communications

Secure, single-click account and model updates to all applicable sponsors 

Streamlines operations by eliminating the need to learn and interact with multiple sponsor platforms 

Replaces email exchanges and provides more reliable, auditable transmission of data 

Allows managers to offer services to a larger number of sponsors 

Helps eliminate low value, error prone manual workflows 

Supports model management, account requests, order workflows and receiving positions and tax lot data from 

sponsors

Multi-Custodial Position Management and Reconciliation

Provides real-time position management for large volumes of accounts and positions 

Critical for managers running sub-advised mandates

Provides an investment-centric view of positions

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Charles River enables sound and efficient investing across all asset classes. Investment firms in more than 40 

countries use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, 

wealth management and hedge fund industries. Our Software as a Service-based solution automates and 

simplifies investment management on a single platform – from portfolio decision support and risk management 

through trading and post-trade settlement, with integrated risk and compliance throughout. Headquartered in 

Burlington, Massachusetts, we support clients globally with more than 750 employees in 11 regional offices. 

WWW.CRD.COM

Institutional II Insurers II Pensions

Hedge Funds II Private Banking/Wealth

Front & Middle Office Solution

Portfolio Management & Risk Analytics

Order & Execution Management

Compliance II Investment Book of Record

SaaS Deployment II Integrated Data

Indianapolis

London

Melbourne

New York

Singapore

Tokyo

Toronto

Boston 

Beijing 

Dublin

Hong Kong

LOCATIONS

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