Charles River Development says NWQ Investment Management Company, an affiliate of Nuveen Investments, has implemented the Charles River Investment Management System (Charles River IMS) to support its equity, fixed income, and balanced portfolio strategies.
NWQ manages more than $20 billion in assets for corporate and multi-employer plans, public entities, endowments, foundations, and high net worth individuals.
Charles River IMS has helped NWQ streamline its entire trade-cycle process, from “what if” analysis and portfolio rebalancing, straight through to electronic order execution and trade settlement connectivity.
During the implementation process, NWQ utilized Charles River IMS’s standard interfaces to Omgeo’s OASYS trade allocation and acceptance service and the FIN accounting system. NWQ is also using Charles River IMS’ embedded FIX engine to send and receive FIX-based trade messages.
“Charles River IMS combines an integrated trading and compliance platform that supports NWQ’s robust growth, especially in institutional relationships, with the flexibility we need,” says Kirk Allen, head trader at NWQ.