Charles River IMS Wins Best Buy-Side Portfolio Management System at the Waters Rankings Awards 2019
July 11 2019 - 9:00AM
Business Wire
Charles River, a State Street Company and provider of the
Charles River Investment Management Solution (Charles River IMS),
has been recognized as the “Best Buy-Side Portfolio Management
System” at this year’s Waters Rankings awards. These annual awards
promote leading vendors in their area of expertise and are selected
exclusively by WatersTechnology readers, which span a range of buy-
and sell-side investment professionals.
Charles River IMS is a highly scalable, multi-asset portfolio
management solution that enables asset managers to support large
and complex institutional portfolios. A shared view of portfolio
exposures and holdings promotes collaboration and helps firms
respond faster to market opportunities. Portfolio managers can
monitor performance and attribution, conduct historical trend
analysis, and analyze multiple scenarios incorporating compliance
limits to determine portfolio impact. The Charles River IMS
platform supports internal and third-party factor models, data and
analytics, enabling firms to meet their unique investment
demands.
“The world’s leading investment firms, wealth managers and hedge
funds use Charles River IMS to manage their investment process,
from portfolio construction and risk analytics through to
post-trade and compliance,” said John Plansky, CEO, Charles River.
“This latest award recognizes the commitment we’ve made to our
clients, underpinned by Charles River’s significant ongoing
investment in R&D and the build-out of our third-party provider
ecosystem.”
Charles River IMS has won several awards this year for portfolio
management, compliance and trading, including FinTech
Breakthrough’s “Best Institutional Investment Platform” and Fund
Technology’s “Best Trading Platform – Overall.”
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About Charles River, a State Street Company Charles River
Development, a State Street Company, 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 (SaaS) is designed to automate and simplify
investment management on a single platform – from portfolio
management and risk analytics through trading and post-trade
settlement, with integrated compliance and managed data throughout.
Headquartered in Burlington, Massachusetts, we support clients
globally with more than 750 employees in 11 regional offices. For
more information, please visit www.crd.com.
*As of April 2019
About State Street Corporation
State Street Corporation (NYSE: STT) is one of the world's
leading providers of financial services to institutional investors,
including investment servicing, investment management and
investment research and trading. With $32.6 trillion in assets
under custody and administration and $2.8 trillion* in assets under
management as of March 31, 2019, State Street operates globally in
more than 100 geographic markets and employs approximately 40,000
worldwide. For more information, visit State Street's website at
www.statestreet.com.
*Assets under management include the assets of the SPDR® Gold
ETF and the SPDR® Long Dollar Gold Trust ETF (approximately $33
billion as of March 31, 2019), for which State Street Global
Advisors Funds Distributors, LLC (SSGA FD) serves as marketing
agent; SSGA FD and State Street Global Advisors are affiliated.
State Street Corporation One Lincoln Street, Boston, MA
02111-2900.
© 2019 State Street Corporation - All Rights Reserved
2631219.1.1.AM.
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version on businesswire.com: https://www.businesswire.com/news/home/20190711005208/en/
Mary Masi-Phelps, Charles River Development, +1 781-425-6155,
marymasiphelps@crd.com
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