Charles River, a front- and middle-office investment management solution provider, reports that EAM Investors is live on the Charles River data service for batch reference and issuer data, real-time pricing, a new security set-up, and constituent-level benchmark data. EAM, which characterizes itself as a majority-employee-owned, institutionally focused investment boutique, has implemented the private cloud-based Charles… Read More >>
Charles River Offers Compliance in a Cloud
Charles River, an enterprise-wide front- and middle-office investment management systems provider, has launched its cloud-based Charles River Compliance as a Service (Charles River CaaS). Charles River CaaS, intended for asset managers, “integrates software, data, and services in a hosted environment,” the vendor says. Its solution helps firms better fulfill their investment compliance requirements, improve compliance… Read More >>
Charles River Offers SEF Support
Charles River, an investment management software vendor, reports that it has enhanced electronic trading support for swap instruments by integrating workflows to swap execution facilities (SEFs) with its investment management solution (IMS). “This integration helps clients comply with mandatory Dodd-Frank requirements to trade eligible OTC derivatives on a SEF,” Charles River says in a statement,… Read More >>
Case Study: Delaware Investments and the Cloud
Philadelphia-based global asset manager Delaware Investments is a firm believer that vendors can generally do a better job of hosting and managing the systems they create than internal IT and operations staffs. That is the main reason Delaware Investments opted for a private cloud, enterprise-wide implementation of the Investment Management Solution (IMS) system from Charles… Read More >>
IBOR Support Coming for CRD’s IMS as CME to Launch in Europe
Charles River Embraces IBOR; Gains Client in Luxembourg Charles River Development (CRD) is integrating support for investment book of record (IBOR) in version 9.2 of the its Investment Management Solution (IMS) flagship order management system, following completion of beta testing with global client partners, officials say. The company describes its IBOR support as a… Read More >>
Scotiabank Deploys Fenergo Onboarding as Brazilian Asset Manager to Use Eze OMS
Scotiabank Deploys Fenergo Onboarding Solution Toronto-based Scotiabank is using Fenergo’s Regulatory Onboarding solution for its global banking and markets division, officials say. The deployment is intended to help the bank automate, streamline and standardize regulatory onboarding processes, data and documentation across six business segments. The implementation also supports Scotiabank’s centralized know your customer and anti-money-laundering… Read More >>
CFTC Appoints an Acting Chairman as Numerix Hires from Wolters Kluwer
CFTC Appoints Wetjen as Acting Chairman CFTC commissioners have unanimously voted Mark P. Wetjen, a CFTC commissioner whose major focus has been on swaps trading reform, to serve as acting chairman after incumbent Chairman Gary Gensler’s expected departure early next year, say CFTC officials.Wetjen became a commissioner on October 25, 2011, officials say. Before… Read More >>
Omgeo Picks an Industry Relations Director as London to Lose 13K Jobs
Omgeo Picks a Director of Industry Relations Post-trade services provider Omgeo has named Jeff Kiley to be director of industry relations for the Americas in a role that will focus on partnering with the industry for increased efficiency and reduced risk initiatives for market participants.A 25-year industry veteran, Kiley was most recently vice president and… Read More >>
