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A-Team Insight Blogs

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

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.”

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