Investment Portfolio Management and Risk Analytics

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Investment Portfolio Management and Risk Analytics help enable institutional asset managers to construct and manage large multi-asset portfolios on one platform, by providing the required capabilities, data, analytics and benchmarks. The Charles River Investment Management Solution helps asset managers gain timely insight into investment risks, opportunities and performance.

A Complete Solution for Portfolio Managers

Read our Portfolio Management & Risk Analytics Brochure to learn more about our end-to-end solution for institutional asset managers.

Additional Brochures & Insights:

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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.

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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 >

Looking for a unified Portfolio Management & Risk Analytics solution?

Portfolio Management & Risk Analytics

Portfolio Management Capabilities

Performance Measurement, Attribution, Risk (PMAR)

Risk Management and Measurement

Understand Risks and Discover Opportunities Across Asset Classes

The Charles River Investment Management Solution is a complete front and middle office solution for managing large institutional portfolios. The platform provides extensive analytics and instrument support across all asset classes and geographies, including derivatives, structured products and alternatives. Firms can implement and support a broad range of investment products and strategies on Charles River IMS, including absolute return, balanced and target date funds, as well as risk parity and smart beta products.

Equities

Multi-Asset

Fixed Income

New Trends in Institutional Portfolio Management

Panelists from Citisoft and Northfield Information Systems explore how buy-side technology helps firms identify, measure and reduce risk across asset classes, and gain a consistent view of performance and risk. The latest technology enables asset managers to create portfolios that deliver more return for each level of risk, while incorporating each manager’s preferences and investment style.

Watch the panel discussion >

Consolidated Risk, Analytics, and Performance Attribution

Charles River Product Directors and Partners discuss how asset managers use the Charles River Investment Management Solution to automate and streamline their investment process. Centralized capabilities provide a consolidated and comprehensive view of holdings and exposures, allowing managers to respond faster to market opportunities and risks. Firms can incorporate third party risk models, analytics and data sources to support the unique requirements of their front office.