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et_pb_parallax_css" style="background-image: linear-gradient( 90deg, #020b5b 0%, rgba(2,11,91,0.6) 100% );" ></span></span> <section class="et_pb_module et_pb_fullwidth_header et_pb_fullwidth_header_0 et_pb_text_align_left et_pb_bg_layout_dark"> <div class="et_pb_fullwidth_header_container left"> <div class="header-content-container center"> <div class="header-content"> <h1 class="et_pb_module_header">Portfolio Management</h1> <div class="et_pb_header_content_wrapper"></div> </div> </div> </div> <div class="et_pb_fullwidth_header_overlay"></div> <div class="et_pb_fullwidth_header_scroll"></div> </section><section class="et_pb_module et_pb_fullwidth_header et_pb_fullwidth_header_1 et_pb_text_align_left et_pb_bg_layout_dark"> <div class="et_pb_fullwidth_header_container left"> <div class="header-content-container center"> <div class="header-content"> <div class="et_pb_header_content_wrapper"></div> <a class="et_pb_button et_pb_more_button et_pb_button_one" href="#video" data-icon="">Watch Video</a><a class="et_pb_button et_pb_more_button et_pb_button_two" href="#form" data-icon="">Learn More</a> </div> </div> </div> <div class="et_pb_fullwidth_header_overlay"></div> <div class="et_pb_fullwidth_header_scroll"></div> </section> </div><div class="et_pb_section et_pb_section_1 et_section_regular" > <div class="et_pb_row et_pb_row_0"> <div class="et_pb_column et_pb_column_3_5 et_pb_column_0 et_pb_css_mix_blend_mode_passthrough"> <div class="et_pb_with_border et_pb_module et_pb_text et_pb_text_0 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><h5>Charles River’s portfolio management capabilities allow investment managers to view exposures and holdings, understand the impact of asset allocation and de-risking decisions, and construct portfolios that align with investment mandates.</h5> <p>Its centralized portfolio management workbench combines intuitive, spreadsheet-like data visualization and aggregation capabilities with analytics and <a href="/solutions/risk-analytics" target="_blank" rel="noopener">risk metrics</a>. The readily familiar interface helps portfolio managers work more productively and improve communication with compliance officers, risk managers, and traders.</p> <p>Exception-based workflows and extensive automation help portfolio managers focus on value-added activities. Integrated compliance capabilities across the investment life cycle help enable managers to quickly understand even the most constraining compliance and risk guidelines and readily adjust proposed allocations. Managers can work on groups of portfolios, track orders on the trading desk, and monitor and manage cash in a single window.</p></div> </div> </div><div class="et_pb_column et_pb_column_2_5 et_pb_column_1 et_pb_css_mix_blend_mode_passthrough et-last-child"> <div class="et_pb_with_border et_pb_module et_pb_text et_pb_text_2 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><h4>Discover More:</h4> <p><a href="/solutions/risk-analytics">Risk Analytics</a></p> <p><a href="/solutions/charles-river-performance/">Performance Measurement & Attribution</a></p> <p><a href="/esg">ESG Capabilities</a></p></div> </div><div class="et_pb_with_border et_pb_module et_pb_text et_pb_text_3 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><p style="text-align: center;"><a href="/insights/"><picture decoding="async" class="alignnone wp-image-35495"> <source type="image/webp" srcset="https://www.crd.com/wp-content/uploads/2023/10/SSC_Sharepoint_Icons_CompetitorIntelligence-300x300.png.webp"/> <img decoding="async" src="https://www.crd.com/wp-content/uploads/2023/10/SSC_Sharepoint_Icons_CompetitorIntelligence-300x300.png" alt="Ultramarine Icon" width="100" height="100"/> </picture> </a></p> <h3 style="text-align: center;"><a href="/insights">Latest Insights</a></h3> <p><a href="/insights/investment-and-superannuation/" target="_blank" rel="noopener">Investment and Superannuation: Meeting the Needs of Tomorrow’s Savers</a></p> <p><a href="/insights/unlocking-the-data-dividend/" target="_blank" rel="noopener">Unlocking the Data Dividend: How Investment Firms Can Navigate Change and Innovation</a></p> <p><a href="/insights/smartsourcing-creating-dynamic-operating-models/" target="_blank" rel="noopener">Smartsourcing – Creating Dynamic Operating Models</a></p> <p><a href="/insights/from-revolution-to-evolution/" target="_blank" rel="noopener">From Revolution to Evolution: Building the Next-gen Operating Model</a></p> <p><a href="/insights/seizing-the-tplus1-opportunity/" target="_blank" rel="noopener">Seizing the T+1 Opportunity</a></p> <p><a href="/insights/achieving-data-quality-with-ai/">Achieving a New Standard in Data Quality with AI</a></p> <p><a href="/insights/" target="_blank" rel="noopener"><strong>VIEW ALL</strong></a></p> </div> </div> </div> </div> </div><div class="et_pb_section et_pb_section_2 et_pb_with_background et_section_regular" > <div class="et_pb_row et_pb_row_1"> <div class="et_pb_column et_pb_column_4_4 et_pb_column_2 et_pb_css_mix_blend_mode_passthrough et-last-child"> <div class="et_pb_with_border et_pb_module et_pb_text et_pb_text_4 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><h2>Key Capabilities</h2></div> </div> </div> </div><div class="et_pb_row et_pb_row_2"> <div class="et_pb_column et_pb_column_1_6 et_pb_column_3 et_pb_css_mix_blend_mode_passthrough"> <div class="et_pb_module et_pb_image et_pb_image_0"> <span class="et_pb_image_wrap "><img fetchpriority="high" decoding="async" width="480" height="480" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20480%20480'%3E%3C/svg%3E" alt="Ultramarine Icon" title="State_Street_Icon_480x480_Event Resources_Icon" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2023/10/State_Street_Icon_480x480_Event-Resources_Icon.png 480w, https://www.crd.com/wp-content/uploads/2023/10/State_Street_Icon_480x480_Event-Resources_Icon-300x300.png 300w, https://www.crd.com/wp-content/uploads/2023/10/State_Street_Icon_480x480_Event-Resources_Icon-150x150.png 150w, https://www.crd.com/wp-content/uploads/2023/10/State_Street_Icon_480x480_Event-Resources_Icon-400x400.png 400w" data-lazy-sizes="(max-width: 480px) 100vw, 480px" class="wp-image-35488" data-lazy-src="https://www.crd.com/wp-content/uploads/2023/10/State_Street_Icon_480x480_Event-Resources_Icon.png" /><noscript><img fetchpriority="high" decoding="async" width="480" height="480" src="https://www.crd.com/wp-content/uploads/2023/10/State_Street_Icon_480x480_Event-Resources_Icon.png" alt="Ultramarine Icon" title="State_Street_Icon_480x480_Event Resources_Icon" srcset="https://www.crd.com/wp-content/uploads/2023/10/State_Street_Icon_480x480_Event-Resources_Icon.png 480w, https://www.crd.com/wp-content/uploads/2023/10/State_Street_Icon_480x480_Event-Resources_Icon-300x300.png 300w, https://www.crd.com/wp-content/uploads/2023/10/State_Street_Icon_480x480_Event-Resources_Icon-150x150.png 150w, https://www.crd.com/wp-content/uploads/2023/10/State_Street_Icon_480x480_Event-Resources_Icon-400x400.png 400w" sizes="(max-width: 480px) 100vw, 480px" class="wp-image-35488" /></noscript></span> </div><div class="et_pb_module et_pb_text et_pb_text_5 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><p style="text-align: center;">Manage all products, strategies and asset classes on a single platform</p></div> </div> </div><div class="et_pb_column et_pb_column_1_6 et_pb_column_4 et_pb_css_mix_blend_mode_passthrough"> <div class="et_pb_module et_pb_image et_pb_image_1"> <span class="et_pb_image_wrap "><img decoding="async" width="480" height="480" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20480%20480'%3E%3C/svg%3E" alt="Ultramarine Icon" title="Icon_480x480_rgb_Ultramarine_Diversity" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Diversity.png 480w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Diversity-300x300.png 300w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Diversity-150x150.png 150w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Diversity-400x400.png 400w" data-lazy-sizes="(max-width: 480px) 100vw, 480px" class="wp-image-35582" data-lazy-src="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Diversity.png" /><noscript><img decoding="async" width="480" height="480" src="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Diversity.png" alt="Ultramarine Icon" title="Icon_480x480_rgb_Ultramarine_Diversity" srcset="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Diversity.png 480w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Diversity-300x300.png 300w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Diversity-150x150.png 150w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Diversity-400x400.png 400w" sizes="(max-width: 480px) 100vw, 480px" class="wp-image-35582" /></noscript></span> </div><div class="et_pb_module et_pb_text et_pb_text_6 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><p style="text-align: center;">Support multi-manager or team-managed funds, global asset allocation, and wealth products (SMA, UMA, UMH)</p></div> </div> </div><div class="et_pb_column et_pb_column_1_6 et_pb_column_5 et_pb_css_mix_blend_mode_passthrough"> <div class="et_pb_module et_pb_image et_pb_image_2"> <span class="et_pb_image_wrap "><img decoding="async" width="480" height="480" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20480%20480'%3E%3C/svg%3E" alt="Checklist" title="SSC_Sharepoint_Icons_PrimaryResearch" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2023/11/SSC_Sharepoint_Icons_PrimaryResearch.png 480w, https://www.crd.com/wp-content/uploads/2023/11/SSC_Sharepoint_Icons_PrimaryResearch-300x300.png 300w, https://www.crd.com/wp-content/uploads/2023/11/SSC_Sharepoint_Icons_PrimaryResearch-150x150.png 150w, https://www.crd.com/wp-content/uploads/2023/11/SSC_Sharepoint_Icons_PrimaryResearch-400x400.png 400w" data-lazy-sizes="(max-width: 480px) 100vw, 480px" class="wp-image-35824" data-lazy-src="https://www.crd.com/wp-content/uploads/2023/11/SSC_Sharepoint_Icons_PrimaryResearch.png" /><noscript><img decoding="async" width="480" height="480" src="https://www.crd.com/wp-content/uploads/2023/11/SSC_Sharepoint_Icons_PrimaryResearch.png" alt="Checklist" title="SSC_Sharepoint_Icons_PrimaryResearch" srcset="https://www.crd.com/wp-content/uploads/2023/11/SSC_Sharepoint_Icons_PrimaryResearch.png 480w, https://www.crd.com/wp-content/uploads/2023/11/SSC_Sharepoint_Icons_PrimaryResearch-300x300.png 300w, https://www.crd.com/wp-content/uploads/2023/11/SSC_Sharepoint_Icons_PrimaryResearch-150x150.png 150w, https://www.crd.com/wp-content/uploads/2023/11/SSC_Sharepoint_Icons_PrimaryResearch-400x400.png 400w" sizes="(max-width: 480px) 100vw, 480px" class="wp-image-35824" /></noscript></span> </div><div class="et_pb_module et_pb_text et_pb_text_7 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><p style="text-align: center;">Monitor multiple portfolios in user-defined views and conduct “what-if” analysis to determine risk impact</p></div> </div> </div><div class="et_pb_column et_pb_column_1_6 et_pb_column_6 et_pb_css_mix_blend_mode_passthrough"> <div class="et_pb_module et_pb_image et_pb_image_3"> <span class="et_pb_image_wrap "><img decoding="async" width="480" height="480" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20480%20480'%3E%3C/svg%3E" alt="Ultramarine Icon" title="Icon_480x480_rgb_Ultramarine_Insurance_02" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Insurance_02.png 480w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Insurance_02-300x300.png 300w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Insurance_02-150x150.png 150w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Insurance_02-400x400.png 400w" data-lazy-sizes="(max-width: 480px) 100vw, 480px" class="wp-image-35573" data-lazy-src="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Insurance_02.png" /><noscript><img decoding="async" width="480" height="480" src="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Insurance_02.png" alt="Ultramarine Icon" title="Icon_480x480_rgb_Ultramarine_Insurance_02" srcset="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Insurance_02.png 480w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Insurance_02-300x300.png 300w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Insurance_02-150x150.png 150w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Insurance_02-400x400.png 400w" sizes="(max-width: 480px) 100vw, 480px" class="wp-image-35573" /></noscript></span> </div><div class="et_pb_module et_pb_text et_pb_text_8 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><p style="text-align: center;">Rebalance portfolios to align positions, generate cash instructions for asset allocation, or adjust new cash inflows</p></div> </div> </div><div class="et_pb_column et_pb_column_1_6 et_pb_column_7 et_pb_css_mix_blend_mode_passthrough"> <div class="et_pb_module et_pb_image et_pb_image_4"> <span class="et_pb_image_wrap "><img decoding="async" width="480" height="480" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20480%20480'%3E%3C/svg%3E" alt="Ultramarine Icon" title="Icon_480x480_rgb_Ultramarine_GlobalLink" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_GlobalLink.png 480w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_GlobalLink-300x300.png 300w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_GlobalLink-150x150.png 150w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_GlobalLink-400x400.png 400w" data-lazy-sizes="(max-width: 480px) 100vw, 480px" class="wp-image-35574" data-lazy-src="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_GlobalLink.png" /><noscript><img decoding="async" width="480" height="480" src="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_GlobalLink.png" alt="Ultramarine Icon" title="Icon_480x480_rgb_Ultramarine_GlobalLink" srcset="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_GlobalLink.png 480w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_GlobalLink-300x300.png 300w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_GlobalLink-150x150.png 150w, https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_GlobalLink-400x400.png 400w" sizes="(max-width: 480px) 100vw, 480px" class="wp-image-35574" /></noscript></span> </div><div class="et_pb_module et_pb_text et_pb_text_9 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><p style="text-align: center;">Create trades using indices; stock/category level models; cash investing, raising or switching; weight or duration targets</p></div> </div> </div><div class="et_pb_column et_pb_column_1_6 et_pb_column_8 et_pb_css_mix_blend_mode_passthrough et-last-child"> <div class="et_pb_module et_pb_image et_pb_image_5"> <span class="et_pb_image_wrap "><img decoding="async" width="480" height="480" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20480%20480'%3E%3C/svg%3E" alt="Ultramarine Icon" title="Icon_480x480_rgb_Ultramarine_Gen_Business_01" class="wp-image-35469" data-lazy-src="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Gen_Business_01.svg" /><noscript><img decoding="async" width="480" height="480" src="https://www.crd.com/wp-content/uploads/2023/10/Icon_480x480_rgb_Ultramarine_Gen_Business_01.svg" alt="Ultramarine Icon" title="Icon_480x480_rgb_Ultramarine_Gen_Business_01" class="wp-image-35469" /></noscript></span> </div><div class="et_pb_module et_pb_text et_pb_text_10 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><p style="text-align: center;">Assess profit & loss in real-time via market data or pricing feeds</p></div> </div> </div> </div> </div><div id="video" class="et_pb_section et_pb_section_3 anchor-fix et_pb_with_background et_section_regular" > <div class="et_pb_row et_pb_row_3"> <div class="et_pb_column et_pb_column_4_4 et_pb_column_9 et_pb_css_mix_blend_mode_passthrough et-last-child"> <div class="et_pb_module et_pb_text et_pb_text_11 et_pb_text_align_left et_pb_bg_layout_dark"> <div class="et_pb_text_inner"><h2><a href="/solutions/portfolio-management" target="_blank" rel="noopener">Portfolio Management</a> and <a href="/solutions/risk-analytics" target="_blank" rel="noopener">Risk Analytics</a> in Charles River</h2></div> </div> </div> </div><div class="et_pb_row et_pb_row_4"> <div class="et_pb_column et_pb_column_2_3 et_pb_column_10 et_pb_css_mix_blend_mode_passthrough"> <div class="et_pb_with_border et_pb_module et_pb_code et_pb_code_0"> <div class="et_pb_code_inner"><div style="position: relative; display: block;"> <div style="padding-top: 56.25%;"><iframe style="position: absolute; top: 0px; right: 0px; bottom: 0px; left: 0px; width: 100%; height: 100%;" src="https://players.brightcove.net/2240426212001/BLcgyLulh_default/index.html?videoId=6305281880112" allowfullscreen="allowfullscreen"></iframe></div> </div> </div> </div> </div><div class="et_pb_column et_pb_column_1_3 et_pb_column_11 et_pb_css_mix_blend_mode_passthrough et-last-child"> <div class="et_pb_module et_pb_text et_pb_text_12 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><p>Charles River Investment Management Solution (<a href="/solutions/charles-river-ims/">Charles River IMS</a>) provides firms with a complete solution for portfolio construction and optimization, risk forecasting, performance attribution and scenario analysis. Clients can access their preferred internal and third-party analytics, data and models directly from Charles River to accommodate the bespoke demands of their product and asset mix.</p> <p><strong>Video Award Winner:</strong></p></div> </div><div class="et_pb_module et_pb_image et_pb_image_6"> <a href="https://www.tellyawards.com/winners/2022/non-broadcast/general-corporate-image/portfolio-and-risk-video/270705/" target="_blank"><span class="et_pb_image_wrap "><picture decoding="async" title="Winners_Badges_silver_winner" class="wp-image-32716"> <source type="image/webp" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2022/08/Winners_Badges_silver_winner.png.webp 327w, https://www.crd.com/wp-content/uploads/2022/08/Winners_Badges_silver_winner-300x165.png.webp 300w" sizes="(max-width: 327px) 100vw, 327px"/> <img decoding="async" width="327" height="180" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20327%20180'%3E%3C/svg%3E" alt="Telly Awards Silver Winner 2022" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2022/08/Winners_Badges_silver_winner.png 327w, https://www.crd.com/wp-content/uploads/2022/08/Winners_Badges_silver_winner-300x165.png 300w" data-lazy-sizes="(max-width: 327px) 100vw, 327px" data-lazy-src="https://www.crd.com/wp-content/uploads/2022/08/Winners_Badges_silver_winner.png"/><noscript><img decoding="async" width="327" height="180" src="https://www.crd.com/wp-content/uploads/2022/08/Winners_Badges_silver_winner.png" alt="Telly Awards Silver Winner 2022" srcset="https://www.crd.com/wp-content/uploads/2022/08/Winners_Badges_silver_winner.png 327w, https://www.crd.com/wp-content/uploads/2022/08/Winners_Badges_silver_winner-300x165.png 300w" sizes="(max-width: 327px) 100vw, 327px"/></noscript> </picture> </span></a> </div> </div> </div> </div><div class="et_pb_section et_pb_section_5 gradient-overlay et_pb_section_parallax et_pb_with_background et_section_regular" > <span class="et_parallax_bg_wrap"><span data-bg="https://www.crd.com/wp-content/uploads/2021/02/Graph-Dot-Particles_Bckground.jpg" class="et_parallax_bg et_pb_parallax_css rocket-lazyload" style="" ></span><span class="et_parallax_gradient et_pb_parallax_css" style="background-image: linear-gradient( 90deg, #020b5b 0%, rgba(2,11,91,0.6) 100% );" ></span></span> <div class="et_pb_row et_pb_row_5"> <div class="et_pb_column et_pb_column_4_4 et_pb_column_12 et_pb_css_mix_blend_mode_passthrough et-last-child"> <div class="et_pb_with_border et_pb_module et_pb_text et_pb_text_13 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><h2>Portfolio and Risk Partner Ecosystem</h2></div> </div><div class="et_pb_module et_pb_code et_pb_code_1"> <div class="et_pb_code_inner"><div id="awsm-team-28241" class="awsm-grid-wrapper"> <div class="awsm-modal"> <div class="awsm-grid-modal awsm-grid modal-style style-1 grid-5-col "> <div id="awsm-member-28241-26507" class="awsm-grid-card awsm-team-item awsm-scale-anm awsm-all awsm-156 awsm-169"> <span id="tigger-style-28241-26507" class="awsm-team-link-control awsm-modal-trigger awsm-modal-trigger-26507" data-trigger="#modal-style-28241-26507"> <figure> <picture decoding="async" class="attachment-awsm_team size-awsm_team wp-post-image"> <source type="image/webp" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2021/03/Partner-MSCI.jpg.webp"/> <img decoding="async" width="350" height="125" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20350%20125'%3E%3C/svg%3E" alt="MSCI Logo" data-lazy-src="https://www.crd.com/wp-content/uploads/2021/03/Partner-MSCI.jpg"/><noscript><img decoding="async" width="350" height="125" src="https://www.crd.com/wp-content/uploads/2021/03/Partner-MSCI.jpg" alt="MSCI Logo"/></noscript> </picture> <figcaption> <div class="awsm-personal-info"><span>Portfolio & Risk Analytics</span><h3>MSCI</h3></div> </figcaption> </figure> </span> </div> <div id="awsm-member-28241-32522" class="awsm-grid-card awsm-team-item awsm-scale-anm awsm-all awsm-160 awsm-156 awsm-169"> <span id="tigger-style-28241-32522" class="awsm-team-link-control awsm-modal-trigger awsm-modal-trigger-32522" data-trigger="#modal-style-28241-32522"> <figure> <picture decoding="async" class="attachment-awsm_team size-awsm_team wp-post-image"> <source type="image/webp" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2022/07/Partner-FactSet.jpg.webp"/> <img decoding="async" width="350" height="125" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20350%20125'%3E%3C/svg%3E" alt="FactSet Logo" data-lazy-src="https://www.crd.com/wp-content/uploads/2022/07/Partner-FactSet.jpg"/><noscript><img decoding="async" width="350" height="125" src="https://www.crd.com/wp-content/uploads/2022/07/Partner-FactSet.jpg" alt="FactSet Logo"/></noscript> </picture> <figcaption> <div class="awsm-personal-info"><span>Data</span><h3>FactSet</h3></div> </figcaption> </figure> </span> </div> <div id="awsm-member-28241-26547" class="awsm-grid-card awsm-team-item awsm-scale-anm awsm-all awsm-156 awsm-169 awsm-178"> <span id="tigger-style-28241-26547" class="awsm-team-link-control awsm-modal-trigger awsm-modal-trigger-26547" data-trigger="#modal-style-28241-26547"> <figure> <picture decoding="async" class="attachment-awsm_team size-awsm_team wp-post-image"> <source type="image/webp" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2021/03/Partner-AXIOMA-3.png.webp"/> <img decoding="async" width="350" height="125" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20350%20125'%3E%3C/svg%3E" alt="Axioma by SimCorp Logo" data-lazy-src="https://www.crd.com/wp-content/uploads/2021/03/Partner-AXIOMA-3.png"/><noscript><img decoding="async" width="350" height="125" src="https://www.crd.com/wp-content/uploads/2021/03/Partner-AXIOMA-3.png" alt="Axioma by SimCorp Logo"/></noscript> </picture> <figcaption> <div class="awsm-personal-info"><span>Portfolio & Risk Analytics</span><h3>Axioma</h3></div> </figcaption> </figure> </span> </div> <div id="awsm-member-28241-26509" class="awsm-grid-card awsm-team-item awsm-scale-anm awsm-all awsm-156"> <span id="tigger-style-28241-26509" class="awsm-team-link-control awsm-modal-trigger awsm-modal-trigger-26509" data-trigger="#modal-style-28241-26509"> <figure> <picture decoding="async" class="attachment-awsm_team size-awsm_team wp-post-image"> <source type="image/webp" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2024/06/Partner-Numerix_Logo_Black.jpg.webp"/> <img decoding="async" width="350" height="125" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20350%20125'%3E%3C/svg%3E" alt="Numerix Logo" data-lazy-src="https://www.crd.com/wp-content/uploads/2024/06/Partner-Numerix_Logo_Black.jpg"/><noscript><img decoding="async" width="350" height="125" src="https://www.crd.com/wp-content/uploads/2024/06/Partner-Numerix_Logo_Black.jpg" alt="Numerix Logo"/></noscript> </picture> <figcaption> <div class="awsm-personal-info"><span>Portfolio & Risk Analytics</span><h3>Numerix</h3></div> </figcaption> </figure> </span> </div> <div id="awsm-member-28241-26520" class="awsm-grid-card awsm-team-item awsm-scale-anm awsm-all awsm-160 awsm-157 awsm-156 awsm-189 awsm-159"> <span id="tigger-style-28241-26520" class="awsm-team-link-control awsm-modal-trigger awsm-modal-trigger-26520" data-trigger="#modal-style-28241-26520"> <figure> <picture decoding="async" class="attachment-awsm_team size-awsm_team wp-post-image"> <source type="image/webp" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2021/03/Partner-Liquidnet-FullColor.png.webp"/> <img decoding="async" width="350" height="125" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20350%20125'%3E%3C/svg%3E" alt="Liquidnet Logo" data-lazy-src="https://www.crd.com/wp-content/uploads/2021/03/Partner-Liquidnet-FullColor.png"/><noscript><img decoding="async" width="350" height="125" src="https://www.crd.com/wp-content/uploads/2021/03/Partner-Liquidnet-FullColor.png" alt="Liquidnet Logo"/></noscript> </picture> <figcaption> <div class="awsm-personal-info"><span>Data & Analytics</span><h3>Liquidnet Investment Analytics</h3></div> </figcaption> </figure> </span> </div> </div> <div class="awsm-modal-items modal-style style-1 grid-5-col "> <span class="awsm-team-link-control awsm-modal-close"></span> <div class="awsm-modal-items-main"> <span class="awsm-team-link-control awsm-nav-item awsm-nav-left"></span> <div id="modal-style-28241-26507" class="awsm-modal-item awsm-scale-anm awsm-modal-hidden awsm-all awsm-156 awsm-169 " data-info="26507"> <div id="awsm-member-info-28241-26507" class="awsm-modal-content"> <div class="awsm-modal-content-main"> <div class="awsm-image-main"> <picture decoding="async" class="attachment-awsm_team size-awsm_team wp-post-image"> <source type="image/webp" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2021/03/Partner-MSCI.jpg.webp"/> <img decoding="async" width="350" height="125" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20350%20125'%3E%3C/svg%3E" alt="MSCI Logo" data-lazy-src="https://www.crd.com/wp-content/uploads/2021/03/Partner-MSCI.jpg"/><noscript><img decoding="async" width="350" height="125" src="https://www.crd.com/wp-content/uploads/2021/03/Partner-MSCI.jpg" alt="MSCI Logo"/></noscript> </picture> </div> <div class="awsm-modal-details"> <div class="awsm-modal-content-inner"> <h3>Portfolio & Risk Analytics</h3><h2>MSCI</h2><p><strong><a href="https://event.on24.com/wcc/r/4705200/9F69747128F8EAA733D0AE6ECAC4BDE2?partnerref=webpmmsci" target="_blank" rel="noopener"><span style="color: #001aff;">WATCH OUR FEATURED WEBINAR: Managing Fixed Income Portfolios Efficiently</span></a></strong></p> <p><span style="color: #001aff;"><a style="color: #001aff;" href="https://info.crd.com/CRD-MSCI" target="_blank" rel="noopener"><strong>VIEW OUR DATASHEET: MSCI Portfolio and Risk Analytics in Charles River IMS</strong></a></span></p> <p><strong><a href="/insights/msci-fixed-income-models-in-charles-river-ims" target="_blank" rel="noopener"><span style="color: #001aff;">READ OUR INSIGHT: Leveraging MSCI Fixed Income Models & Analytics</span></a></strong></p> <p><span style="color: #001aff;"><a style="color: #001aff;" href="/news/video-library/empowering-institutional-investors-with-differentiated-multi-asset-analytics-and-data/"><span style="color: #001aff7;"><strong>WATCH OUR PARTNER VIDEO: Empowering Institutional Investors with Differentiated Multi-Asset Analytics and Data </strong></span></a></span></p> <p><strong><a href="/news/press-releases/2019/charles-river-and-msci-to-provide-differentiated-risk-and-portfolio-analytics/" target="_blank" rel="noopener"><span style="color: #001aff;">READ THE PRESS RELEASE</span></a></strong></p> <p><span style="font-size: 10pt;"> MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. Learn more: <span style="color: #001aff;"><strong><a style="color: #001aff;" href="http://www.msci.com/" target="_blank" rel="noopener">www.msci.com</a></strong></span>.</span></p> <p> </p> <div class="awsm-social-icons"><span><a href="https://www.linkedin.com/company/msci-inc/" target="_blank"><i class="awsm-icon-linkedin" aria-hidden="true"></i></a></span><span><a href="https://twitter.com/MSCI_Inc" target="_blank"><i class="awsm-icon-twitter" aria-hidden="true"></i></a></span><span><a href="https://www.youtube.com/user/MSCIChannel" target="_blank"><i class="awsm-icon-youtube" aria-hidden="true"></i></a></span></div> </div> </div> </div> </div> </div> <div id="modal-style-28241-32522" class="awsm-modal-item awsm-scale-anm awsm-modal-hidden awsm-all awsm-160 awsm-156 awsm-169 " data-info="32522"> <div id="awsm-member-info-28241-32522" class="awsm-modal-content"> <div class="awsm-modal-content-main"> <div class="awsm-image-main"> <picture decoding="async" class="attachment-awsm_team size-awsm_team wp-post-image"> <source type="image/webp" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2022/07/Partner-FactSet.jpg.webp"/> <img decoding="async" width="350" height="125" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20350%20125'%3E%3C/svg%3E" alt="FactSet Logo" data-lazy-src="https://www.crd.com/wp-content/uploads/2022/07/Partner-FactSet.jpg"/><noscript><img decoding="async" width="350" height="125" src="https://www.crd.com/wp-content/uploads/2022/07/Partner-FactSet.jpg" alt="FactSet Logo"/></noscript> </picture> </div> <div class="awsm-modal-details"> <div class="awsm-modal-content-inner"> <h3>Data</h3><h2>FactSet</h2><p><span style="color: #001aff;"><strong><a style="color: #001aff;" href="/insights/factset-and-state-street-alpha" target="_blank" rel="noopener">READ OUR INSIGHT: FactSet and State Street Alpha – Maximizing the Value of Investment Data</a></strong></span></p> <p><span style="color: #001aff;"><strong><a style="color: #001aff;" href="/news/video-library/state-street-alpha-factset" target="_blank" rel="noopener">VIEW PARTNERSHIP VIDEO: Leveraging Differentiated Data & Portfolio Analytics</a></strong></span></p> <p><span style="color: #001aff;"><strong><a style="color: #001aff;" href="https://newsroom.statestreet.com/press-releases/press-release-details/2022/State-Street-and-FactSet-Partner-to-Streamline-Data-Flows-Across-Front-Middle-Back-Office-07-06-2022/default.aspx" target="_blank" rel="noopener">READ THE PRESS RELEASE</a></strong></span></p> <p>FactSet (NYSE: FDS | NASDAQ: FDS) delivers superior content, analytics, and flexible technology to help more than 170,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We’re proud to have been recognized with multiple awards for our analytical and data-driven solutions, with the distinction of having been recently added to the S&P 500 and repeatedly scored 100 by the Human Rights Campaign® Corporate Equality Index for our LGBTQ+ inclusive policies and practices. Subscribe to our thought leadership blog to get fresh insight delivered daily at <a href="https://insight.factset.com/" target="_blank" rel="noopener"><span style="color: #03acd7;"><strong><span style="color: #001aff;">insight.factset.com</span></strong></span></a>. Learn more at <span style="color: #001aff;"><a style="color: #001aff;" href="https://www.factset.com/" target="_blank" rel="noopener"><strong>factset.com</strong></a></span></p> <p> </p> <div class="awsm-social-icons"><span><a href="https://www.linkedin.com/company/factset/" target="_blank"><i class="awsm-icon-linkedin" aria-hidden="true"></i></a></span><span><a href="https://twitter.com/FactSet" target="_blank"><i class="awsm-icon-twitter" aria-hidden="true"></i></a></span><span><a href="https://www.facebook.com/FactSet" target="_blank"><i class="awsm-icon-facebook" aria-hidden="true"></i></a></span><span><a href="https://www.instagram.com/factsetresearchsystems/" target="_blank"><i class="awsm-icon-instagram" aria-hidden="true"></i></a></span></div> </div> </div> </div> </div> </div> <div id="modal-style-28241-26547" class="awsm-modal-item awsm-scale-anm awsm-modal-hidden awsm-all awsm-156 awsm-169 awsm-178 " data-info="26547"> <div id="awsm-member-info-28241-26547" class="awsm-modal-content"> <div class="awsm-modal-content-main"> <div class="awsm-image-main"> <picture decoding="async" class="attachment-awsm_team size-awsm_team wp-post-image"> <source type="image/webp" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2021/03/Partner-AXIOMA-3.png.webp"/> <img decoding="async" width="350" height="125" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20350%20125'%3E%3C/svg%3E" alt="Axioma by SimCorp Logo" data-lazy-src="https://www.crd.com/wp-content/uploads/2021/03/Partner-AXIOMA-3.png"/><noscript><img decoding="async" width="350" height="125" src="https://www.crd.com/wp-content/uploads/2021/03/Partner-AXIOMA-3.png" alt="Axioma by SimCorp Logo"/></noscript> </picture> </div> <div class="awsm-modal-details"> <div class="awsm-modal-content-inner"> <h3>Portfolio & Risk Analytics</h3><h2>Axioma</h2><p><span style="color: #001aff;"><a style="color: #001aff;" href="https://info.crd.com/CRD-Axioma" target="_blank" rel="noopener"><strong>READ OUR DATA SHEET</strong></a></span></p> <p><span style="font-size: 10pt;">SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side. Founded in 1971, with more than 3,000 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world’s top 100 financial companies through its integrated platform, services, and partner ecosystem. </span><span style="font-size: 10pt;">Learn more: <a href="https://www.simcorp.com/solutions/point-solutions/axioma-risk" target="_blank" rel="noopener"><strong><span style="color: #001aff;">simcorp.com</span></strong></a></span>.</p> <p><span style="font-size: 10pt;">The Axioma analytics suite provides portfolio construction and risk management solutions to a global client base which includes asset managers, asset owners, hedge funds and wealth managers. The offering comprises an advanced financial optimizer, a comprehensive suite of factor risk models, performance attribution, backtesting and stress testing tools. </span></p> <p> </p> <div class="awsm-social-icons"><span><a href="https://www.linkedin.com/company/axioma-inc/" target="_blank"><i class="awsm-icon-linkedin" aria-hidden="true"></i></a></span></div> </div> </div> </div> </div> </div> <div id="modal-style-28241-26509" class="awsm-modal-item awsm-scale-anm awsm-modal-hidden awsm-all awsm-156 " data-info="26509"> <div id="awsm-member-info-28241-26509" class="awsm-modal-content"> <div class="awsm-modal-content-main"> <div class="awsm-image-main"> <picture decoding="async" class="attachment-awsm_team size-awsm_team wp-post-image"> <source type="image/webp" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2024/06/Partner-Numerix_Logo_Black.jpg.webp"/> <img decoding="async" width="350" height="125" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20350%20125'%3E%3C/svg%3E" alt="Numerix Logo" data-lazy-src="https://www.crd.com/wp-content/uploads/2024/06/Partner-Numerix_Logo_Black.jpg"/><noscript><img decoding="async" width="350" height="125" src="https://www.crd.com/wp-content/uploads/2024/06/Partner-Numerix_Logo_Black.jpg" alt="Numerix Logo"/></noscript> </picture> </div> <div class="awsm-modal-details"> <div class="awsm-modal-content-inner"> <h3>Portfolio & Risk Analytics</h3><h2>Numerix</h2><p><span style="font-size: 10pt;"> Since our founding in 1996, Numerix has been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics, and software that redefines pricing and risk management in the financial markets. With the strategic acquisitions of FINCAD and PolyPaths, Numerix has further strengthened its leadership position, empowering financial institutions worldwide to transform risk into opportunities with confidence.</span></p> <p><span style="font-size: 10pt;"> Numerix is headquartered in New York City with offices around the world in major financial centers which allows for immediate access to the latest trends, innovations, and thought leaders in the industry. This extensive network across the Americas, EMEA and Asia-Pacific enables Numerix to offer localized support and services to its diverse clientele while drawing on global insights and expertise. Learn more: <a href="https://www.numerix.com/" target="_blank" rel="noopener"><span style="color: #001aff;"><strong>numerix.com</strong></span></a>.</span></p> <p> </p> <div class="awsm-social-icons"><span><a href="https://www.linkedin.com/company/numerix" target="_blank"><i class="awsm-icon-linkedin" aria-hidden="true"></i></a></span><span><a href="http://twitter.com/nxanalytics" target="_blank"><i class="awsm-icon-twitter" aria-hidden="true"></i></a></span><span><a href="https://www.youtube.com/@numerixanalytics" target="_blank"><i class="awsm-icon-youtube" aria-hidden="true"></i></a></span></div> </div> </div> </div> </div> </div> <div id="modal-style-28241-26520" class="awsm-modal-item awsm-scale-anm awsm-modal-hidden awsm-all awsm-160 awsm-157 awsm-156 awsm-189 awsm-159 " data-info="26520"> <div id="awsm-member-info-28241-26520" class="awsm-modal-content"> <div class="awsm-modal-content-main"> <div class="awsm-image-main"> <picture decoding="async" class="attachment-awsm_team size-awsm_team wp-post-image"> <source type="image/webp" data-lazy-srcset="https://www.crd.com/wp-content/uploads/2021/03/Partner-Liquidnet-FullColor.png.webp"/> <img decoding="async" width="350" height="125" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20350%20125'%3E%3C/svg%3E" alt="Liquidnet Logo" data-lazy-src="https://www.crd.com/wp-content/uploads/2021/03/Partner-Liquidnet-FullColor.png"/><noscript><img decoding="async" width="350" height="125" src="https://www.crd.com/wp-content/uploads/2021/03/Partner-Liquidnet-FullColor.png" alt="Liquidnet Logo"/></noscript> </picture> </div> <div class="awsm-modal-details"> <div class="awsm-modal-content-inner"> <h3>Data & Analytics</h3><h2>Liquidnet Investment Analytics</h2><p><a style="color: #001aff;" href="https://info.crd.com/CRD-Liquidnet" target="_blank" rel="noopener"><strong>VIEW OUR DATASHEET</strong></a></p> <p><a style="color: #001aff;" href="https://www.businesswire.com/news/home/20220201005115/en/Liquidnet-elevates-Primary-Markets-Workflow-from-Portfolio-Managers-to-Syndicate-in-a-single-%E2%80%98click%E2%80%99" target="_blank" rel="noopener"><strong>READ OUR 2022 PRESS RELEASE</strong></a><br /> <span style="color: #001aff7;"><a style="color: #001aff;" href="/news/press-releases/2019/Charles-River-and-Liquidnet-Expand-Multi-Asset-Capabilities" target="_blank" rel="noopener"><strong>READ OUR 2019 PRESS RELEASE</strong></a></span></p> <p><span style="font-size: 10pt;">Investment Analytics (IA) is Liquidnet’s solutions business that provides tools to investments teams to help them make decisions and build conviction. Our IA solutions combine innovative AI technologies, such as machine learning and natural language processing, with a wide array of data and content, designed to help decision-making, workflow efficiency, and performance. 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