TrustRadius

Barra Portfolio Manager vs. Charles River IMS

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Barra Portfolio Manager
Score 0.0 out of 10
N/A
MSCI, headquartered in New York, offers Barra Portfolio Manager, a cloud-based equity investment and portfolio management application, supporting attribution and what-if analysis, strategy research, reporting, and other features.N/A
Charles River IMS
Score 8.7 out of 10
N/A
The Charles River Investment Management Solution (Charles River IMS) automates front and middle office processes for buy-side firms. The solution helps enable accurate and timely investment decision support for institutional and wealth managers, alternative investment firms, insurers and asset owners. Charles River IMS helps clients streamline operations, reduce risk, and improve reliability.N/A
Pricing
Barra Portfolio ManagerCharles River IMS
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Barra Portfolio ManagerCharles River IMS
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details——
More Pricing Information
User Ratings
Barra Portfolio ManagerCharles River IMS
Likelihood to Recommend
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Barra Portfolio ManagerCharles River IMS
Likelihood to Recommend
MSCI
No answers on this topic
State Street
If your are large asset management company focused mostly on interest rate products and you are large institutional trader your way is the use of Charles River Portfolio Management & Risk Analytics account which is most reputable custodian institution which offers superior tool for bonds trading - Charles River IMS. Charles River Portfolio Management & Risk Analytics is focused on large bond traders, so is not offered for small hedge funds. It is not appropriate if you are small account holder and focused more on stock market offerings, margin trading and less focused on custodian reputation. There is no separate risk module for trading group risk management.
Andrey Lokshin | TrustRadius Reviewer
Andrey Lokshin
Senior Financial Analyst
Read full review
Pros
MSCI
No answers on this topic
State Street
  • Focused on bonds
  • Risk approache based on counterparties risk measurement
  • Buid in scenario strategies and testing
  • CDS are available for trading (exlusive offering)
  • Portfolio construction
  • Yield analytics
  • Exotics: SWAPs, SWAPtions
  • Sophisticated options analytics
  • Currency forwards (exclusive offering)
Andrey Lokshin | TrustRadius Reviewer
Andrey Lokshin
Senior Financial Analyst
Read full review
Cons
MSCI
No answers on this topic
State Street
  • Equities - microstructure to consider detection of iceberg orders
  • Build in algos for large trades execution
  • Corporate or Banking level platform - not focused on mid sized business
  • SAP connectivity
  • Only Charles River Portfolio Management & Risk Analytics accounts
  • No trading group accounts capabilities
  • Needs arbitrage trading algo: spread, statistical, merger for stocks
Andrey Lokshin | TrustRadius Reviewer
Andrey Lokshin
Senior Financial Analyst
Read full review
Alternatives Considered
MSCI
No answers on this topic
State Street
Charles River Portfolio Management & Risk Analytics is a state of the art company which owns state of the art products Charles River Portfolio Management & Risk Analytics. If you are considering long term value, capital preservation strategy and pension funds management that is the right choice if holdien one account versus several to get systematic diversification. You can run even department of banks treasury with use of Charles River Portfolio Management & Risk Analytics. So good but focused on large investors needs and diversification focus.
Andrey Lokshin | TrustRadius Reviewer
Andrey Lokshin
Senior Financial Analyst
Read full review
Return on Investment
MSCI
No answers on this topic
State Street
  • Neutral. We are in system migration process.
  • We expect to get our P&L less volatile (+/- 5%). More international bonds in a mix
  • Top custodian is our first priority
Andrey Lokshin | TrustRadius Reviewer
Andrey Lokshin
Senior Financial Analyst
Read full review
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