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Exploring the Changing Portfolio Risk Analytics Landscape

Charles River asked industry thought leaders to discuss key challenges facing multi-asset portfolio managers and the role technology plays in helping firms address them.

Panelists included Dan diBartolomeo, President and Founder of Northfield Information Services and  Patrick Kirchner, Managing Consultant of Citisoft.

Part 1 -Three Risks Facing Buy-Side Firms

Several trends are forcing buy-side firms to rethink their operating models and front office technology options. Charles River asked panelists to share their thoughts on how record low interest rates, increasing regulatory focus on portfolio risk management, and technology vendor consolidation are impacting asset managers.

Part 2 – Factor-based Investing

Institutional and retail investors are increasingly favoring factor model based smart beta and risk parity products over higher fee, actively managed funds. In this segment, panelists examine the importance of factor models, and technology requirements for supporting passively managed investment products.

About the Panelists:

Dan diBartolomeo
Founder and President, Northfield Information Services, Inc.

Dan diBartolomeo Founded Northfield Information Services, Inc. in 1985 and serves as its President. Before starting Northfield, Mr. diBartolomeo served as Director of Research of a New York investment firm, where he was responsible for investment strategy and equity, fixed-income, and derivatives research. In addition, he serves on the Board of Directors of the Chicago Quantitative Alliance and the advisory board of the International Association of Financial Engineers.

Patrick Kirchner
Director, Citisoft

Patrick has over 14 years of experience working with some of the world’s largest investment managers. He has led and participated in a full complement of consulting services from Strategic Assessment & Roadmap exercises, through Evaluation & Selection of industry leading enterprise software, and complex, multi-site implementations. Patrick’s experience crosses multiple product classes and functional areas of expertise. Prior to Citisoft, he was an Implementation Analyst for a large asset manager.