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Investment Portfolio Management and Risk Analytics

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Featured Data Sheet:

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Managing Bank Loans in Charles River IMS
Read our data sheet to learn more about how Charles River IMS provides a single front to back platform for managing the bank loan trade lifecycle.

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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.

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.

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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 >

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