Charles River Portfolio Management & Risk Analytics Review
Rating: 10 out of 10
January 27, 2023
AL
Vetted Review
Verified User
1 year of experience
We run a project for a family office envolved in asset management of high net worth individuals residing in US. The scope of project considers switch to unified trading and analytical tool for portfolio management and systematic rebalancing of portfolio of US stocks. We are considering next to launch of our Amazon Quicksight analytics data management tools to switch from several trading platforms with no definite segregation for back to front operations to use unified Charles River Portfolio Management & Risk Analytics account to manage our shareholder investment activity. The Charles River Portfolio Management & Risk Analytics is primarly focused on bonds trading which fits our current strategy to use automated approach and rely on large and respected custodian account so we are waiting our successfull account transfer.
- 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)
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
- Systematic: Charles River Portfolio Management & Risk Analytics is respectable custodian
- Trading: we want to focus more on bonds
- Trading: 1-10% of portfolion for exotic instruments like CDS, metal SWAPS
- Third party coonectivity to book keeping
- Available for API integrations
- Cloud Based
- 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
- Interactive Brokers, Active Trader Pro (Fidelity Investments) and E*TRADE
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.
Yes
We are considering move from our multiple account to a single one within superior custodian. We use Interactive Brokers and several european banks proprietory platforms, but the Charles River Portfolio Management & Risk Analytics will get in all for us in one place.
- Product Reputation
- Other
Moving assents to custodian with most reputation and stable law system. Charles River Portfolio Management & Risk Analytics will get us more focused on bonds and interest rate instruments.
We would love to qualify and completele integrate of Charles River Portfolio Management & Risk Analytics in later stages of our integration project.