Charles River’s Clients in APAC

Charles River is proud to serve over 50  buy side clients in the APAC region. We meet the needs of investment firms around the world through our global support structure of local offices, staffed with multi-lingual experts who understand local requirements and provide on-the-ground support. Our APAC clients span across over 10 countries and the breadth of buy side investment management from institutional asset managers, to boutique hedge funds and wealth managers.

• Aberdeen Asset Management: Singapore, Sydney, and Thailand
• Ayudhya Fund Management Co., Ltd: Thailand
• BT Funds Management/Westpac: Australia
• CIMB Principal Asset Management Berhad: Malaysia
• ING: Multiple locations across Asia Pacific
• LG Investment Group: Australia
• Prudential Asset Management: Multiple locations across Asia Pacific
• Schroders Investment Management: Multiple locations across Asia Pacific
• Telstra Super: Australia
• Tyndall Investment Management: Australia

Trend watch: APAC

Growth in derivatives investments is driving the need for increased automation for buy side operations; complex instruments require sophisticated technologies for trading and portfolio management. Along with regulatory developments, particularly in Japan and Australia, we have seen increased demand for more robust pre- and post- trade compliance tools.

An increased focus on best execution, along with more asset managers wishing to trade electronically with global brokers and specialized trade execution venues has led to the rapid adoption of FIX in the APAC region.

Australia, the world’s sixth-largest superannuation market, has recently seen more and more Superfund managers seeking to benefit their organizations and their clients by bringing fund management in-house. Charles River helps clients with the many challenges they face in this market, such as complying with new regulations for new investment classes and consolidating fund views from several external portfolios.

APAC: Local markets drive our development

Charles River has had extensive success in localizing the Charles River Investment Management System for specific markets around the globe and has provided firms such as Tyndall Investment Management with a product to satisfy all of their local requirements.
 
From Thai bonds to Australia’s superannuation funds, our system manages the most complex and diverse instruments to suit the needs of diverse APAC markets; some examples are:  

• Instrument support: full multi-currency capabilities across all asset classes and complex APAC investment products such as Thai, Australian and Korean bonds.
• Language support: local languages incorporated into a user interface, e.g. Japanese characterization.
• Compliance support: comprehensive regulatory coverage via standard rule libraries for APAC markets such as:
• Australia: Substantial Holdings
• Hong Kong: Securities and Future Commission (SFC) and Mandatory Provident Fund Schemes Authority (MPF)
• Japan: Investment Trust Association (ITA)
• Singapore: Monetary Authority of Singapore Collective Investment Schemes (CIS) and Central Provident Fund Board (CPF)
• Electronic trading support:
• embedded APAC algorithms available from the Charles River IMS desktop, such as ITG, UBS, Leham Brothers, Macquarie Securities etc.
• access to local execution venues such as Yieldbroker, IRESS, Liquidnet, TradeWeb and MarketAxess among others 
• Market data vendors: integration with Charles River IMS to provide real-time views of portfolio and trading activities, e.g. Japanese equity operations.
• Open Integration Framework: modern alternatives for integration with local third party systems including: Barra, Bonanza, HiPortfolio, Thomson PORTIA® and many more.

For more information about Charles River IMS, click here.

Local Commitment and Expertise

Charles River established the first global order management system vendor office in the APAC region in 2004. Now with over 50 employees, 40% of whom are dedicated to client implementation in the region, we have successfully completed 50 client projects in over 10 countries.

Charles River also provides 24/7 “follow the sun” technical and product support through our team of multilingual professionals, fluent in languages such as in English, Mandarin and Japanese. In Asia Pacific, bilingual Japanese/English and Mandarin/English support staff, based in our Singapore and Tokyo offices, respectively, are available during business hours.

Contact your local team

Charles River maintains offices in Melbourne, Singapore, Tokyo and a presence in Sydney.