Likelihood to Recommend 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.
Read full review Financial planning provides clients with benchmarks for achieving their financial goals regardless of whether their needs are simple or complex. The client portal allows clients to access their data through an efficient and transparent process, which helps strengthen the relationship between client and firm. The account aggregation software gives clients a complete picture of all transactions and details.
Read full review Pros 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) Read full review Account Aggregation Investment Goals Social Security Analyzer Read full review Cons 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 Read full review More concise reports Better account aggregation software Better communication with staff on updates Read full review Alternatives Considered 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.
Read full review Better dashboard for Advisors to uncover insights and new investment possibilities and monitor investment allocation strategies that take actions to improve clients' retirement success. The system allows the firm to be more intuitive with integrations, providing the firm the ability to work more efficiently with less downtime compared to the other systems we evaluated
Read full review Return on Investment 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 Read full review Client referrals Clients willing to invest new money Stronger bond between client and firm Read full review ScreenShots