The Tradetech Daily

Charles River Investment Management Solution

Charles River Investment Management Solution

Charles River Investment Management Solution (IMS) is a complete, private cloud solution that automates front- and middle-office investment management functions on a single platform. In addition to native transaction cost analysis (TCA) capabilities, powered by SJ Levinson, Charles River offers integration to ITG, Abel/Noser, Elkins McSherry, UBS, Morgan Stanley, Nomura and others.

Asset classes and markets

TCA products and services cover international
equities in 70+ markets.

Transaction data

Transaction data includes portfolio manager orders,
blocked desk trades, broker releases and fills. TCA capability is embedded in
the Charles River IMS and so has access to all order data.


Charles River IMS offers 77 canned benchmarks with
the ability to customise.

Reporting options

Reporting options include; ad hoc reporting on any
current data view, canned reports in Excel/Word/PDF including performance
monitoring, profile, broker comparison and compliance. A report builder allows
clients to construct reports containing all graphics and data including pivot
tables and grouping.

Reports can be run one-off or scheduled daily, weekly,
monthly and quarterly, with clients selecting the detail level they require.

Pre-trade analysis

Charles River IMS is shipped with an analytics
blotter, offering all key fundamental analytics. Traders and portfolio managers
can track trade performance throughout the trade life-cycle. The service offers
integration to third-party providers for pre-trade market impact, cost and
post-trade reporting and analysis.

Future plans

Charles River is embedding SJL’s advanced pre- and post-trade TCA directly into Charles River IMS. This provides traders and portfolio managers with critical analysis to help improve investment decisions and ultimately reduce trading costs by measuring investment strategies and broker performance more effectively in one system.