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 It is very well suited for reviewing client proposals, model portfolios and analyzing underlying holdings within various funds and portfolios. Envestnet also creates very clean client reports that are easy to read and understand. We also like Envestnet's proposal tool and have used the various proposal functions and reports when pitching new business.
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 Fund analytics. Portfolio construction. Sales and trading. 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 Online interface. Slow load up times. Clunky process of searching for funds. 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 Envestnet’s platform is very clean and user friendly. They have continued to provide software and platform updates and are open to client feedback and critiques. The portfolio analysis tool is a lot cleaner and more professional compared to other tools like
Morningstar Direct and assetmark. Their fund universe is very extensive and with the additions of CITs we’ve been able to leverage the tool more effectively
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 Increased revenue. Increased client service metrics. Better fund analysis approach. Read full review ScreenShots