Investment managers must meet increasingly rigorous requirements for risk-related reporting and increased transparency from regulators and investors. Portfolio managers and analysts depend on a clear understanding of risk factors in order to produce consistent risk-adjusted returns and identify new investment opportunities while compliance officers and senior management require an enterprise-wide view of risk. Many firms are challenged by disparate risk and compliance systems, inaccurate, or missing data feeds, and an overreliance on spreadsheets to analyze and monitor risk. This creates inconsistent risk assessments across the front and middle office that can result in regulatory sanctions and subpar investment returns.
Portfolio Management and Risk Analytics in Charles River
The Charles River Investment Management Solution (Charles River IMS) provides buy-side investment managers with a complete view of portfolio, market, and sector risk as an integral part of their investment processes and workflows. Portfolio managers can analyze, manage, and monitor risk across the entire investment lifecycle from a single platform. Charles River’s best-practice risk management and compliance workflows help firms comply with the latest industry regulations and provide their investors with detailed visibility into investment decisions.
Delivered as a service with integrated reference, position and pricing data, Charles River IMS provides a complete risk and compliance solution that includes risk measurement and management, stress testing and trend analysis, and risk and compliance monitoring.
Brochures and Data Sheets
Latest Insights
Speaking of Alpha: A Holistic Approach to Managing Benchmark and Index Data
Speaking of Alpha: Helping Asset Allocators Become Data-Driven Organizations
Sanctions Screening in APAC Capital Markets
The Path to Direct Indexing in Canada: Opportunities and Considerations
Portfolio and Risk Partner Ecosystem
MSCI
FactSet
Qontigo
FINCAD
Liquidnet Investment Analytics
Webinars: Focusing on Portfolio Management & Risk Analytics
Portfolio, Risk & Attribution Workflows for Munis Leveraging MSCI Analytics
A discussion and demonstrate portfolio and risk workflows in Charles River IMS using the MSCI Municipal Bond Factor Model.
Leveraging Qontigo’s Axioma MAC Risk Model in Charles River
A discussion and demo on MAC portfolio and risk workflows in Charles River IMS using sample excerpts from the Axioma MAC Factor Risk Model.
Applying MSCI’s Fixed Income Performance Attribution in Charles River
Charles River and MSCI discuss and demo applications of MSCI’s Fixed Income Performance Attribution model in Charles River.
Using Axioma Risk Analytics for Scenario Analysis
A demo of scenario analysis in Charles River IMS using Axioma to Understand the impact of rate hikes, currency moves and other factors on portfolios.
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