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Hong Kong’s Value Partners Group Live on Charles River’s Centralized Post-Trade Solution

Hong Kong’s Value Partners Group is supporting business expansion beyond Asia by automating front-and middle-office activities with the Charles River Investment Management Solution (Charles River IMS). A client since 2015, Value Partners recently went live on Charles River’s Post-Trade solution across its equities, fixed income, FX and derivatives operations. The firm now has a single investment management platform with centralized confirmation, trade matching and settlement instruction capabilities.

“The implementation of Charles River has significantly increased our ability to monitor and control trading activity,” said Tim Bruce, Managing Director of Information Technology, Value Partners. “We are well positioned to increase operational efficiencies, and integrate with other third-party services that we were unable to leverage in the past.”

Charles River automates the post-trade process for Value Partners:

  • Minimizes allocation errors by communicating electronically with brokers
  • Reduces failed trades by automatically matching and confirming blocks and allocations
  • Increases efficiency by routing orders and allocations directly to counterparties in real-time
  • Satisfies regulatory mandates with OTC clearing workflows and audit trails
  • Automatically creates ISO 15022 messages for notifying custodians
  • Matches and affirms local trades with any destination

“Our integrated solution meets the unique needs of local asset managers in Asia-Pacific and worldwide,” said Cameron Field, Managing Director-APAC, Charles River. “We give firms like Value Partners the capabilities and scale to support growth, while reducing operational risks and costs.”

Value Partners is one of Asia’s largest independent asset management firms that seeks to offer world-class investment services and products. Assets under management of the firm were US$13.2 billion as of 31 December 2016. Since its establishment in 1993, the firm has been a dedicated value investor in Asia and the world. In November 2007, Value Partners Group became the first asset management firm listed on the Main Board of the Hong Kong Stock Exchange (Stock code: 806 HK). In addition to its Hong Kong headquarters, the firm operates in Shanghai, Beijing, Taiwan, Singapore, United Kingdom and Chengdu. Value Partners’ investment strategies cover absolute return long biased, fixed income, multi asset, alternative, relative return and thematic for institutional and individual clients in Asia Pacific, Europe and the United States. The Group also offers exchange-traded funds under the brand of Value ETF. 

Charles River enables sound and efficient investing across all asset classes. Over 350 firms worldwide use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our SaaS-based solution automates and simplifies investment management on a single platform – from portfolio decision support and risk management through trading and post-trade settlement, with integrated risk and compliance throughout. Headquartered in Burlington, Massachusetts, we support clients globally with over 750 employees in 11 regional offices.