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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Bloomberg Terminal

    Score8.3 out of 10
    N/ASitting on the desks of 325,000 of the world’s most influential decision makers, the Bloomberg Terminal is a modern icon of financial markets. Launched in 1981, long before PCs and the internet became ubiquitous, the Bloomberg Terminal connected market participants to data, analytics and information-delivery service.N/A

    Charles River IMS

    Score9 out of 10
    N/AThe Charles River Investment Management Solution (Charles River IMS) automates front and middle office processes for buy-side firms. The solution helps enable accurate and timely investment decision support for institutional and wealth managers, alternative investment firms, insurers and asset owners. Charles River IMS helps clients streamline operations, reduce risk, and improve reliability.N/A
    Pricing
    Bloomberg TerminalCharles River IMS
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Bloomberg TerminalCharles River IMS
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    Bloomberg TerminalCharles River IMS
    Considered Both Products
    Bloomberg
    No answer on this topic
    State Street
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    No answers on this topic
    Delivers good value for the price
    80%
    Delivers good value for the price
    4 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Features
    Bloomberg TerminalCharles River IMS
    Financial Research
    Comparison of Financial Research features of Bloomberg Terminal and Charles River IMS
    Feature
    Bloomberg Terminal
    6.7
    4 Ratings
    9% below category average
    Charles River IMS
    -
    Ratings
    Private Company Data4.84 Ratings00 Ratings
    Industry-Specific Information7.84 Ratings00 Ratings
    Independent Research Access6.24 Ratings00 Ratings
    M&A Analysis5.73 Ratings00 Ratings
    Supply Chain Data6.34 Ratings00 Ratings
    ESG Data6.33 Ratings00 Ratings
    Credit Ratings Reports7.33 Ratings00 Ratings
    Macroeconomic News8.73 Ratings00 Ratings
    Search Tools7.24 Ratings00 Ratings
    Best Alternatives
    Bloomberg TerminalCharles River IMS
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    S&P Capital IQ
    Score7.5 out of 10
    No answers on this topic
    Enterprises
    S&P Capital IQ
    Score7.5 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Bloomberg TerminalCharles River IMS
    Likelihood to Recommend
    8.3
    (5 ratings)
    10.0
    (1 ratings)
    Usability
    7.3
    (4 ratings)
    -
    (0 ratings)
    User Testimonials
    Bloomberg TerminalCharles River IMS
    Likelihood to Recommend
    Bloomberg
    Well-suited as a monitoring tool for market prices, economic indicators, and news. Less appropriate for fundamental research and analysis. Other tools, such as AlphaSense and Visible Alpha, are better/more user-friendly for research usage or manipulation of financial statements, either because the platform itself is easier to use or because the Excel add-in function is simpler, less confusing.
    Incentivized
    Read full review
    State Street
    If your are large asset management company focused mostly on interest rate products and you are large institutional trader your way is the use of Charles River Portfolio Management & Risk Analytics account which is most reputable custodian institution which offers superior tool for bonds trading - Charles River IMS. Charles River Portfolio Management & Risk Analytics is focused on large bond traders, so is not offered for small hedge funds. It is not appropriate if you are small account holder and focused more on stock market offerings, margin trading and less focused on custodian reputation. There is no separate risk module for trading group risk management.
    Incentivized
    Read full review
    Pros
    Bloomberg
    • EMSX
    • Graph
    • port
    Incentivized
    Read full review
    State Street
    • Focused on bonds
    • Risk approache based on counterparties risk measurement
    • Buid in scenario strategies and testing
    • CDS are available for trading (exlusive offering)
    • Portfolio construction
    • Yield analytics
    • Exotics: SWAPs, SWAPtions
    • Sophisticated options analytics
    • Currency forwards (exclusive offering)
    Incentivized
    Read full review
    Cons
    Bloomberg
    • Limiting data use
    • Cost of Bloomberg Terminal
    • New user on-boarding
    Incentivized
    Read full review
    State Street
    • Equities - microstructure to consider detection of iceberg orders
    • Build in algos for large trades execution
    • Corporate or Banking level platform - not focused on mid sized business
    • SAP connectivity
    • Only Charles River Portfolio Management & Risk Analytics accounts
    • No trading group accounts capabilities
    • Needs arbitrage trading algo: spread, statistical, merger for stocks
    Incentivized
    Read full review
    Usability
    Bloomberg
    Easy to use but need to know commands
    Incentivized
    Read full review
    State Street
    No answers on this topic
    Alternatives Considered
    Bloomberg
    While there are a lot of competitive services in the marketplace, each good in its own right, the Bloomberg Terminal is considered the top product. It has key fast information and can help individuals make fast decisions. It also has a top-tier support desk that can answer questions for you and teach you functionality to apply to your role
    Incentivized
    Read full review
    State Street
    Charles River Portfolio Management & Risk Analytics is a state of the art company which owns state of the art products Charles River Portfolio Management & Risk Analytics. If you are considering long term value, capital preservation strategy and pension funds management that is the right choice if holdien one account versus several to get systematic diversification. You can run even department of banks treasury with use of Charles River Portfolio Management & Risk Analytics. So good but focused on large investors needs and diversification focus.
    Incentivized
    Read full review
    Return on Investment
    Bloomberg
    • The terminal is an important part of our research process. We use the supply chain function for example when researching new companies.
    • The terminal allows us to have a quick overview of past performance for stocks during earnings season (ERN function).
    • The terminal is very good at synthesizing the main industry indicators in the Bloomberg Intelligence functions for each industry.
    Incentivized
    Read full review
    State Street
    • Neutral. We are in system migration process.
    • We expect to get our P&L less volatile (+/- 5%). More international bonds in a mix
    • Top custodian is our first priority
    Incentivized
    Read full review
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