Multi-Asset

Charles River Development WebinarManaging Funds by Strategy:
Decoupling from the Back Office

June 6, 2018
9:00 – 9:30 AM (EST)    I    2:00 PM – 2:30 PM (BST)
Event Website

Join Charles River for a panel discussion to understand how investment technology is evolving to help fund managers combat margin compression, address growing regulatory mandates and support innovative new products. By decoupling their investment process from back office accounting systems, firms obtain an investment-centric view of their portfolios that enables innovation and reduces manual workflows.

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

Supporting Multi-Asset Product Management with Cloud-based Technology and Workflow AutomationSupporting Multi-Asset Product Management with Cloud-based Technology & Workflow Automation

Buy-side firms are launching new multi-asset and smart beta products, driven by margin compression and competition from low-fee passive products. Dan Daum, Director of Sales, Charles River Development, and Dayle Scher, Senior Analyst, TABB Group, discuss how cloud-based technology, workflow automation, and systems consolidation – across asset classes and the investment lifecycle – support these innovative new product offerings.

Watch the Video >

Supporting Multi-Asset Product Management with Cloud-based Technology and Workflow Automation

Supporting Multi-Asset Product Management with Cloud-based Technology & Workflow Automation

Buy-side firms are launching new multi-asset and smart beta products, driven by margin compression and competition from low-fee passive products. Dan Daum, Director of Sales, Charles River Development, and Dayle Scher, Senior Analyst, TABB Group, discuss how cloud-based technology, workflow automation, and systems consolidation – across asset classes and the investment lifecycle – support these innovative new product offerings.

Watch the Video >