Institutional Asset and Fund Management
Charles River’s seamless integration with internal and external systems helps Institutional Asset and Fund Managers deliver competitive returns for institutional investors.
- Import or create indices, benchmarks and single- or multi-tier models for fund characteristics and analytic comparison
- Calculate and monitor pre-/post-trade exposure to any asset class, including derivatives
- Ensure enterprise-wide, real-time pre-trade, in-trade (at any stage of the trade cycle) and post-trade compliance
- Support GIPS composites for performance reporting
- Construct and implement investment models across one or many investment teams
- Monitor and comply with a wide variety of country-specific regulatory guidelines
- Automatically rebalance index tracker funds and thousands of accounts to ensure they are within fund parameters
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