Charles River provides a comprehensive solution with portfolio management, trading, and compliance capabilities for over-the-counter (OTC) and exchange-trade derivatives.
Integrated Portfolio Management Capabilities
Charles River’s Manager Workbench enables portfolio managers to view and act on risk exposure across listed and OTC derivatives. Advanced views can provide leg-level detail on swap risk exposure and look-through capability to basket and index constituents.
Extensive Compliance Monitoring Capabilities
Charles River Compliance enables compliance officers to manage risk associated with the complex requirements of the OTC derivative market. Charles River provides a framework to test gross and net exposure, global counterparty exposure, coverage, diversification and the application of netting and hedging considerations. With the evolution of the global regulatory environment, Charles River Compliance supports the recognition of centrally cleared instruments and allows for the creation of custom exposure calculations.
Trade Risk Tools
Charles River IMS provides innovative tools that enable traders to clearly identify when a trade must follow particular regulatory requirements or necessary agreements are not in place.
Latest Insights
Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS
“Rightsourcing” APAC Asset Owner Operating Models
Reimagining Buy-Side Data Management
Platforms, Ecosystems and Interoperability: A New Paradigm for Investment Managers
“Anecdata” – What Traders Know, and How to Make Trade Automation Intelligent
Brochures and Data Sheets