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: Are you making the most of the business-critical structured data stored in your mainframes?

Fewer than 30% of companies think that they can fully tap into their mainframe data even though complete, accurate and real-time data is key to business decision-making, compliance, modernisation and innovation. For many in financial markets, integrating data across the enterprise and making it available and actionable to everyone who needs it is extremely difficult....

BLOG

Regulations in the Balance as Institutions Remain Sustainability-Focussed: ESG Summit London Review

Despite a perception that ESG is in retreat around the world, financial institutions continue to take the issue very seriously as a matter of risk management, a trend that continues to exert an influence on the data demands of organisations. It isn’t even the compliance imperatives of organisations operating in heavily regulated parts of the...

EVENT

TradingTech Briefing New York

Our TradingTech Briefing in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

Regulatory Data Handbook 2022/2023 – Tenth Edition

Welcome to the tenth edition of A-Team Group’s Regulatory Data Handbook, a publication that has tracked new regulations, amendments, implementation and data management requirements as regulatory change has impacted global capital markets participants over the past 10 years. This edition of the handbook includes new regulations and highlights some of the major regulatory interventions challenging...