Industry Publications Archives | Charles River Development

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The New OTC Challenge: Optimizing Collateral Management in the Front and Middle Office

Collateralized OTC derivatives transactions help firms reduce credit risk when dealing with smaller, less capitalized counterparties, during periods of market shocks, and when holding long-dated positions. However, managing, monitoring and optimizing collateral places...

Creating Efficiencies and Reducing Operational Risk with an Investment Book of Record (IBOR)

An increasingly critical middle office function is delivering accurate and timely position data to the front office and ensuring redundancy with outsourced back-office services. This article discusses the operational, regulatory and competitive drivers for automated...

Rethinking the Middle Office: Solving Buy-side Challenges with Financial Technology

The buy-side middle office is undergoing significant change, as new regulations, increased use of OTC derivatives and fee compression force firms to reevaluate their existing staffing, workflows and technology. This Insight explores those changes, and discusses how a...

Designing Smart Beta Portfolios (PART 2): The Role of Factor Models and Technology Considerations

Charles River recently discussed how Smart Beta products can improve portfolio diversification, minimise undesirable correlation risk, and deliver better risk-adjusted performance. This article continues the discussion, focusing on the pivotal role of factor models in...

Designing Smart Beta Portfolios (PART 1): Challenges and Considerations

Increasingly popular Smart Beta products provide investment managers and asset owners with conveniently packaged exposure to a number of factors. Risk factors are granular attributes of one or more asset classes that explain risk and return. Read Part 2 –...

MiFID II Transaction Reporting Challenges for the Buy-Side

TABB Forum selected our article on MiFID II as one of the top articles of 2017. We discuss the key role that technology plays in helping buy-side firms achieve compliance with the regulation’s extensive trade and transaction reporting requirements. Technology...

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