CHARLES RIVER PORTFOLIO MANAGEMENT AND RISK ANALYTICS provides critical insight into investment risks, opportunities, and performance for institutional asset managers. It combines all of the necessary portfolio management software capabilities, data, analytics, and benchmarks portfolio managers need to construct and manage large multi-asset portfolios on one platform.
The solution provides asset managers with:
- Portfolio construction and analysis
- Ex-ante risk modeling and ex-post risk measurement
- Scenario and trend analysis
- Performance measurement and attribution
ALL PORTFOLIO AND RISK ESSENTIALS ON ONE PLATFORM – Charles River Portfolio Analytics eliminates the need for disparate risk, performance, and portfolio management systems. Managed data and native analytics ensure that investment decisions are based on timely and accurate information. A shared, firm-wide view of portfolio exposures and holdings promotes collaboration and helps portfolio managers respond faster to market opportunities.
CONSTRUCT, ANALYZE AND OPTIMIZE MULTI-ASSET PORTFOLIOS – Centralized portfolio management capabilities help firms to manage all products and asset classes on one platform and construct portfolios that align with investment objectives. Portfolio managers can understand the most complex compliance and risk guidelines and easily analyze the impact of investment decisions on their portfolios.
MEASURE, MANAGE AND MONITOR RISK – Charles River provides the front and middle office with a consistent enterprise-wide view of portfolio, market, and sector risk. Firms can calculate, manage, and monitor risk across the entire investment lifecycle, directly from a central workspace. Risk forecasts based on VaR and ex-ante tracking error are supported. Buy-side risk managers can design and run stress tests based on historical events or hypothetical shocks using scenario analysis.
Factor models are changing the way investment managers construct portfolios and analyze portfolio risk. Many firms have turned to a factor-based approach because it removes the artificial constraints of asset class definitions, helping managers focus on risk drivers across their entire portfolio.
Read the Insight >
Factor models are changing the way investment managers construct portfolios and analyze portfolio risk. Many firms have turned to a factor-based approach because it removes the artificial constraints of asset class definitions, helping managers focus on risk drivers across their entire portfolio. Read the Insight >
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