Portfolio Management and Risk Analytics
Agile portfolio management at scale
Drive efficiency and scale by combining modern investment workflows and fit-for-purpose solutions in real-time.
Easily analyze positions, risk and performance
Empower portfolio managers to act quickly and decisively by getting information fast. Analyze positions, risk and performance on a dynamic, multi-asset portfolio management system.
Data fragmentation and latency impede managing risk across multi-asset portfolios. Aggregate key data sets and make informed decisions. Identify risk, evaluate whether those risks are compensated, and leverage advanced analytics to uncover hidden exposures. With insight, confidently construct portfolios.
300
Approximately 300 investment managers across 30 countries around the world trade on Charles River.
$1T
A top Global Asset Manager improved scale by managing $1T+ AUM of its multi-asset portfolios on Charles River
Turn investment decisions into returns
Streamline decisions on a front to back investment platform
Improve decision making and maximize risk-adjusted returns by combining impactful analysis tools with actionable analytics. Then monitor how those decisions progress from trade initiation through settlement. On Charles River, portfolio decisions are streamlined across the investment process, from front to back office on our multi-asset investment management platform.
An agile portfolio management system
Gain deep, real-time insights into portfolio composition, risk and exposures through curated visualizations.
✔ Visualize portfolios, risk and performance
✔ Slice and dice portfolios
✔ What if / scenario analysis
✔ Flexible account filters
✔ Multi-portfolio reporting
Design and optimize portfolios that align with investment objectives.
✔Optimize portfolios against benchmarks and models
✔ETF Basket trade workflow
✔Build and manage models
✔Leverage internal and external benchmarks
✔Create and maintain benchmark blends / carve outs
✔New asset addition
Translate investment strategy ideas into actionable trades.
✔ Create idea lists & park as needed
✔ Check scenarios against compliance and risk
✔ Understand cashflow impacts and prepare
✔ Rebalance portfolios
Gain deeper insights by analyzing portfolio risk, exposures and performance trends over time.
✔ Analyze portfolio risk beyond a point-in-time
✔ Trend analysis that travels through time
✔ Streamline analysis and reporting with centralized, fit for purpose data
Gain deep, real-time insights into portfolio composition, risk and exposures across asset classes.
✔ Direct document extraction
✔ Dashboards
✔ Ad-hoc analysis
✔ Drill-down capabilities
✔ Dynamic filtering
Easily analyze risk and performance across portfolios
Understand potential volatility, factor exposures and tail risk when making decisions.
✔ Single Security Analytics
✔ Single Security Analytics (with partners)
✔ Factor-based Risk decomposition
✔ VaR
✔ Liquidity Risk
Explain returns and validate strategy with high-quality performance calculations streamlined across the investment lifecycle.
✔ Attribution for equity portfolios
✔ Attribution for fixed income/multi-asset portfolios (with partners)
✔ Compositing Functionality
Predict and quantify how portfolios will respond to changing conditions.
✔ Stress testing
✔ What If
✔ Order Modeling
✔ Time Series Analysis & Reporting
✔ Factor vs. Economic
Unified, accurate and timely view of portfolio risk that consolidates data from multiple sources.
✔ Analytics relative to different pricing sources
✔ Marrying price/FX/Analytic links
✔ Fund level defaults to pair with benchmark data
✔ Liability-Driven Investments
Celebrating excellence in portfolio management
See why portfolio managers trust Charles River to drive efficiency and scale.
Client Success
A global asset manager entered the ETF market by launching 4 new ETFs on Charles River.
Managing Multi-asset Portfolios in Charles River IMS
Portfolio ManagementManaging Multi-asset Portfolios in Charles River IMS
Portfolio ManagementModern tech powers multi-asset investing across public + private markets, enabling data management, collaboration, and scalable ecosystems.
Explore Our Partner Network
MSCI
Axioma
RIMES
Opturo
Jacobi
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