Multi-Asset

Multi-asset products and strategies are experiencing significant growth as investment managers seek to diversify their offerings and differentiate their value proposition to asset owners. Firms can implement and support all major multi-asset strategies on Charles River IMS, including absolute return, balanced and target date funds, as well as risk parity and smart beta products.

The Charles River IMS is a complete front and middle office solution for managing large multi-asset portfolios. The platform provides extensive analytics and instrument support across all asset classes and geographies, including derivatives, structured products and alternatives. Portfolio managers can construct, optimize and analyze portfolios from a central workspace, with embedded compliance across the investment process. An order and execution management system allows traders to efficiently place and monitor trades using a single blotter for all asset classes, including equities, fixed income, FX and derivatives. Charles River supports portfolio look-through to any level, including fund-of-funds structures commonly used by multi-asset managers.

Multi-asset Investment Managers can:

  • Overcome the limitations of single asset class risk, performance, portfolio management and execution systems by consolidating their entire investment process on Charles River IMS
  • Manage and monitor risk with extensive scenario analysis, ex-ante risk and attribution capabilities
  • Easily incorporate proprietary risk models, analytics and data sources into their investment process
  • Comply with growing regulatory mandates imposed by MiFID II and Dodd Frank that impact multiple asset classes
  • Monitor geography-specific shareholder disclosure reporting requirements
  • Access liquidity and execute trades on hundreds of global execution venues
  • Maintain 24/7 visibility into cash and positions across geographically dispersed trading desks

Building Smarter Portfolios Using Factor Models Across the Investment ProcessBuilding Smarter Portfolios Using Factor Models Across the Investment Process

As institutional portfolios grow in size and complexity, factor models play increasingly important and versatile roles across the buy-side investment process. Join Dan diBartolomeo, President of Northfield Information Systems and Katya Taycher, Director of Product Management at Charles River for a panel discussion on how firms are using factor models to improve risk and portfolio management decision making, support innovative investment products, and enable their technology platform to support timelier insight into risks and opportunities.

Watch the Video >

Building Smarter Portfolios Using Factor Models Across the Investment Process

Building Smarter Portfolios Using Factor Models Across the Investment Process

As institutional portfolios grow in size and complexity, factor models play increasingly important and versatile roles across the buy-side investment process. Join Dan diBartolomeo, President of Northfield Information Systems and Katya Taycher, Director of Product Management at Charles River for a panel discussion on how firms are using factor models to improve risk and portfolio management decision making, support innovative investment products, and enable their technology platform to support timelier insight into risks and opportunities.

Watch the Video >