Charles River’s portfolio management capabilities allow investment managers to view exposures and holdings, understand the impact of asset allocation and de-risking decisions, and construct portfolios that align with investment mandates.
Its centralized portfolio management workbench combines intuitive, spreadsheet-like data visualization and aggregation capabilities with analytics and risk metrics. The readily familiar interface helps portfolio managers work more productively and improve communication with compliance officers, risk managers, and traders.
Exception-based workflows and extensive automation help portfolio managers focus on value-added activities. Integrated compliance capabilities across the investment life cycle help enable managers to quickly understand even the most constraining compliance and risk guidelines and readily adjust proposed allocations. Managers can work on groups of portfolios, track orders on the trading desk, and monitor and manage cash in a single window.
Webinar: Managing multi-asset portfolios at scale with Charles River IMS
Multi-asset portfolios are increasingly complex, combining public and private assets, which makes efficient portfolio and trade lifecycle workflows essential for understanding current and historical positioning.
Explore how Charles River IMS enables leading investment firms to manage multi-asset portfolios at scale through a single, integrated front-to-back platform, and highlight the critical role of enterprise data management (EDM) and the investment book of record (IBOR) in delivering intraday cash, positions, pricing, and reference data to support informed decision-making.
Key Capabilities
Manage all products, strategies and asset classes on a single platform
Support multi-manager or team-managed funds, global asset allocation, and wealth products (SMA, UMA, UMH)
Monitor multiple portfolios in user-defined views and conduct “what-if” analysis to determine risk impact
Rebalance portfolios to align positions, generate cash instructions for asset allocation, or adjust new cash inflows
Create trades using indices; stock/category level models; cash investing, raising or switching; weight or duration targets
Assess profit & loss in real-time via market data or pricing feeds
Portfolio Management and Risk Analytics in Charles River
Charles River Investment Management Solution (Charles River IMS) provides firms with a complete solution for portfolio construction and optimization, risk forecasting, performance attribution and scenario analysis. Clients can access their preferred internal and third-party analytics, data and models directly from Charles River to accommodate the bespoke demands of their product and asset mix.
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Explore Our Partner Network
MSCI
Axioma
RIMES
Opturo
Jacobi
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