Investment Portfolio Management and Risk Analytics

Information Center

Investment Portfolio Management and Risk Analytics enables 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.

Unconstrained Product Innovation: How Buyside Firms are Delivering Client Focused Products Faster

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

Join Charles River to understand how investment technology is evolving to meet the needs of fund managers, address growing regulatory mandates and support innovative new products. Investment firms are under pressure to innovate, driven by margin compression, greater regulatory scrutiny and growing client demands for differentiated products and strategies.

Looking for a unified Portfolio Management & Risk Analytics solution? Contact us.

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.

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.