About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Phatra Securities Public Company Limited Selects the Charles River IMS to Manage Private Funds in Thailand

Subscribe to our newsletter

Charles River Development, a front- and middle-office investment management solutions provider, today announced that Phatra Securities Public Company Limited, one of Thailand’s leading securities companies for institutions and high-net-worth individuals, has selected the Charles River Investment Management System to support its new project to establish a private fund department in Bangkok. Phatra’s users will benefit from real-time portfolio management, order and execution management, compliance, and performance measurement, attribution and risk across domestic fixed income, money market and equity instruments.

“We chose Charles River IMS because of its powerful portfolio management solutions, global capabilities and readiness to support specific Thai requirements,” said Yuthapol Laplamool, head of private fund department at Phatra. “A key differentiator was the company’s ability to provide us with advice on both local and global best practices for the configuration of our workflows, including the automation of our cash flow forecast reporting. Charles River will help us ensure that we have complete transparency and compliance for the funds we manage.”

“Charles River’s highly-scalable solution will allow Phatra to support increasing trade volumes, meet Thai SEC rule requirements and individual client compliance limits across its private fund group,” said Cameron Field, managing director Asia-Pacific, Charles River Development. “We have an established history of providing Thai investment managers with products and services to meet their business initiatives and ensure compliant workflows throughout the trade lifecycle.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: An update on data standards and global identifiers

Data standards and global identifiers have been parts of capital markets’ practices for many years, and more are being developed, reviewed and shaped as the industry acknowledges their role in streamlining data management, reducing risk, improving transparency, and achieving compliance. This webinar will discuss data standards and identifiers in play, as well as those in...

BLOG

DSB Combines UPI and OTC ISIN Data in User Acceptance Testing Environment

The Derivatives Service Bureau (DSB) has extended Unique Product Identifier (UPI) User Acceptance Testing (UAT) into the OTC ISIN UAT environment, enabling OTC ISIN users to start testing combined OTC ISIN and UPI workflows. Users of the OTC ISIN UAT environment can develop and test changes to systems to incorporate the UPI as part of...

EVENT

ESG Data & Tech Summit London

The ESG Data & Tech Summit will explore challenges around assembling and evaluating ESG data for reporting and the impact of regulatory measures and industry collaboration on transparency and standardisation efforts. Expert speakers will address how the evolving market infrastructure is developing and the role of new technologies and alternative data in improving insight and filling data gaps.

GUIDE

The Reference Data Utility Handbook

The potential of a reference data utility model has been discussed for many years, and while early implementations failed to gain traction, the model has now come of age as financial institutions look for new data management models that can solve the challenges of operational cost reduction, improved data quality and regulatory compliance. The multi-tenanted...