Portfolio Management

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.

Key Capabilities

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Manage all products, strategies and asset classes on a single platform

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Support multi-manager or team-managed funds, global asset allocation, and wealth products (SMA, UMA, UMH)

Checklist

Monitor multiple portfolios in user-defined views and conduct “what-if” analysis to determine risk impact

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Rebalance portfolios to align positions, generate cash instructions for asset allocation, or adjust new cash inflows

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Create trades using indices; stock/category level models; cash investing, raising or switching; weight or duration targets

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Assess profit & loss in real-time via market data or pricing feeds

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.

Video Award Winner:

Telly Awards Silver Winner 2022

Portfolio and Risk Partner Ecosystem

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Looking for a Unified Portfolio & Risk Analytics Solution?

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