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Charles River and MSCI to provide differentiated risk and portfolio analytics

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Charles River Development is collaborating with MSCI to integrate MSCI Analytics capabilities with Charles River Investment Management Solution (Charles River IMS).

Charles River clients will be able to use MSCI’s portfolio and risk analytics, enabling access to MSCI’s industry-leading capabilities and content in multiple asset class factor modelling, stress-testing, statistical analysis (VaR), and optimisation. In addition, MSCI Analytics clients can now use Charles River IMS as their single source for portfolio and data modelling needs.
MSCI Analytics provide investment and risk professionals with a common language for identifying and communicating the sources of market, credit, liquidity and counterparty risk across multiple asset classes. Combined with Charles River’s portfolio management, risk and attribution capabilities, MSCI Analytics will enable asset managers and hedge funds to generate timelier risk forecasts, construct more robust portfolios, and develop and manage smart beta and risk parity products. This offers enhanced capabilities to perform in-depth equity, fixed income, and alternative asset class portfolio construction and attribution, allowing asset owners greater visibility into their asset allocation decisions and outsourced manager risk and performance profiles.
“Our partnership with MSCI provides beneficial capabilities for our mutual clients,” says John Plansky (pictured), CEO Charles River. “Adding new and differentiated analytical capabilities to the Charles River platform will help clients adapt to changing market conditions, investor preferences and regulatory mandates. Establishing relationships with leading analytics providers, such as MSCI, offers investment managers the greatest choice of portfolio, risk and attribution capabilities on a single platform.”
“The ability to seamlessly access MSCI’s entire analytics suite directly from the Charles River platform streamlines the development and deployment of new investment vehicles and strategies across asset classes. It will also simplify workflows and improve communication, operational efficiency and collaboration between the front and middle offices across the entire investment process,” says Jorge Mina, Head of Analytics at MSCI. “These capabilities, combined with the ability for clients to seamlessly access MSCI services directly with data from Charles River IMS, make this partnership with Charles River IMS a powerful combination.”

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