Equities View our BrochureView our Datasheet Charles River Investment Management Solution (Charles River IMS) supports the entire equity investment process, from portfolio construction and risk analysis to position management and post-trade processing. Charles River’s combined order and execution management system (OEMS) eliminates the need for separate execution management systems, which helps traders work more productively. Traders can manage trade execution strategies, streamline complex workflows into “one-click” execution, and monitor market data and active orders. Full integration with portfolio management functions enables better communication between traders and managers. Equity Portfolio Managers and Traders Can: Implement active and passive investment strategies using centralized asset allocation and security selection capabilities for top-down and bottom-up portfolio management Fulfill organizational and fund mandates by rebalancing portfolios or utilizing cash invest/divest capabilities to align positions with their respective model or index Efficiently manage holdings by targeting one country, region, currency, industry/sector and market cap Create, place, and execute orders in one OEMS with integrated market data and charting Make more informed order execution and routing decisions using embedded Transaction Cost Analysis Focus trader attention on more complex, less liquid orders by utilizing automated smart order routing for low touch orders Eliminate disparate portfolio management, risk, performance, and middle-office platforms by managing all products and asset classes on Charles River IMS Latest Insights Platforms and Partnerships: Helping Investment Managers Keep Pace with Growing Complexity The Evolution of ESG from Funds to Custom Portfolios Meet Mercatus: The Latest Addition to the Charles River Development Family Speaking of Alpha: Shaping the Future of Data Management Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS Speaking of Alpha: Evolution of Outsourced Data Management The Evolving Fixed Income Trading Landscape: Leveraging Connectivity, Interoperability and Automation Brochures and Data Sheets Charles River IMS: Portfolio Management & Risk Analytics Charles River IMS: Fixed Income Charles River Trader Charles River Inventory Hub Streamlining Front Office Technology Liability Driven Investing (LDI) Managing Bank Loans Over-the-Counter (OTC) Derivatives Trade Settlement Transaction Cost Analysis Charles River Manager Workbench Transaction Cost Analysis (TCA) Sitemap Careers About Us Contact Us © 2003 - 2021 Charles River Systems, Inc. Use of this site constitutes acceptance of our Privacy Statement and Terms & Conditions.