Charles River IMS vs. Clearwater Analytics

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.

Incentivized

If your company has multiple investment accounts Clearwater is a great choice to consolidate month end reporting.

Incentivized

• 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)

Incentivized

• 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

Incentivized

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.

Incentivized

• 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

Incentivized