Charles River Portfolio Management & Risk Analytics Review
We run a project for a family office envolved in asset management of high net worth individuals residing in US. The scope of project …
Overview
What is Charles River IMS?
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.…
Recent Reviews
Pricing
N/A
Unavailable
What is Charles River IMS?
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…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
5 people also want pricing
Alternatives Pricing
What is Covercy?
Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.
What is Shrimpy?
Shrimpy, headquartered in Santa Clara, is a social trading platform for cryptocurrency. It is presented as a simple way to manage a portfolio by automating the user's trading strategy.
Product Details
- About
- Tech Details
What is Charles River IMS?
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.
Charles River IMS supports the entire investment lifecycle on a single platform, from portfolio and risk management through trading and post-trade settlement, with integrated compliance management throughout. An Investment Book of Record (IBOR) provides real-time cash and position data and Charles River’s Enterprise Data Management solution (EDM) helps firms improve the accuracy, consistency and completeness of their reference, analytics, pricing, and benchmark data.
Charles River IMS Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Comparisons
Compare with
Reviews and Ratings
(4)Reviews
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
January 27, 2023
Charles River Portfolio Management & Risk Analytics Review
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)
- 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.