Charles River IMS

What Charles River IMS is

Charles River IMS is a cloud-based, multi-asset investment management platform that brings portfolio management, risk analytics, trading, post-trade settlement, compliance, and managed data together. Portfolio managers can examine positions, risk, and performance using filters, pivots, scenario analysis, and what-if simulations. Construction tools support optimization against benchmarks and models, model management, benchmark blends, and ETF basket workflows. Risk capabilities include single-security analytics, factor-based risk decomposition, value at risk, liquidity risk, stress testing, and scenario analysis. Charles River says its analytics span more than 200 asset types across public, private, and over-the-counter markets. The platform also includes allocation analysis, performance reporting, and tax-lot tracking. Public APIs connect with custodians, algorithm providers, accounting and post-trade systems, and regulatory reporting utilities. It runs on Microsoft Azure and is described as an open-architecture platform. Pricing is available by contacting Charles River. The company identifies investment and wealth managers, asset owners, and insurers as users, and offers global 24/7 support and training.