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On the recordRead 8 Oct 202619 facts
Charles River IMS
Charles River IMS · Burlington, Massachusetts, USA
Plans and prices
Charles River IMS
Priced on request
Pricing available by contacting Charles River
Read 8 Oct 2026 · crd.com
On the record
- Allocation analysis
- Yescrd.com · read 20 Sep 2026
- APIs
- Public APIs let clients interface with custodians, algorithm providers, accounting and post-trade systems, and regulatory reporting utilities.crd.com · read 8 Oct 2026
- Asset coverage
- Charles River says its analytics span over 200 asset types across public, private, and over-the-counter markets.crd.com · read 8 Oct 2026
- Asset class coverage
- multi_asset_alternativescrd.com · read 20 Sep 2026
- Cloud platform
- Charles River IMS uses Microsoft Azure and is described as a cloud-based, open-architecture platform.crd.com · read 8 Oct 2026
- Integrations
- The portfolio page features MSCI, Axioma, RIMES, Opturo, and Jacobi as partners for portfolio and risk analytics, data, performance analytics, or portfolio management.crd.com · read 8 Oct 2026
- Intended users
- The company identifies investment and wealth managers, asset owners, and insurers as users of Charles River IMS.crd.com · read 8 Oct 2026
- Performance reporting
- Yescrd.com · read 20 Sep 2026
- Portfolio analysis
- Portfolio managers can analyze and visualize positions, risk, and performance with filters, pivots, scenario analysis, and what-if simulations.crd.com · read 8 Oct 2026
- Portfolio construction
- The portfolio tools support optimization against benchmarks and models, model management, benchmark blends, and ETF basket workflows.crd.com · read 8 Oct 2026
- Pricing availability
- The portfolio page invites prospects to request a demo and brochure but does not publish Charles River IMS pricing.crd.com · read 8 Oct 2026
- Product
- Charles River IMS is a cloud-based, multi-asset investment management platform that connects portfolio management, risk analytics, trading, post-trade settlement, compliance, and managed data.crd.com · read 8 Oct 2026
- Risk analysis
- Yescrd.com · read 20 Sep 2026
- Risk analytics
- The page lists single-security analytics, factor-based risk decomposition, value at risk, liquidity risk, stress testing, and scenario analysis.crd.com · read 8 Oct 2026
- Security
- The company says the platform has robust security infrastructure backed by State Street; its site displays an ISO 27001 service mark.crd.com · read 8 Oct 2026
- Support
- Charles River says it offers clients 24/7 support globally.crd.com · read 8 Oct 2026
- Tax-lot tracking
- Yescrd.com · read 20 Sep 2026
- Training
- Charles River offers expert-led training and structured learning paths, with customized training available at client sites.crd.com · read 8 Oct 2026
