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Portfolio Management & Risk Analytics

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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:

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.

Building Smarter Portfolios Using Factor Models Across the Investment ProcessBuilding Smarter Portfolios Using Factor Models Across the Investment Process

As institutional portfolios grow in size and complexity, factor models play increasingly important and versatile roles across the buy-side investment process. Join Dan diBartolomeo, President of Northfield Information Systems and Katya Taycher, Director of Product Management at Charles River for a panel discussion on how firms are using factor models to improve risk and portfolio management decision making, support innovative investment products, and enable their technology platform to support timelier insight into risks and opportunities.

Watch the Video >

Building Smarter Portfolios Using Factor Models Across the Investment Process

Building Smarter Portfolios Using Factor Models Across the Investment Process

As institutional portfolios grow in size and complexity, factor models play increasingly important and versatile roles across the buy-side investment process. Join Dan diBartolomeo, President of Northfield Information Systems and Katya Taycher, Director of Product Management at Charles River for a panel discussion on how firms are using factor models to improve risk and portfolio management decision making, support innovative investment products, and enable their technology platform to support timelier insight into risks and opportunities.

Watch the Video >

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