Blog
Token
About Us
AiDOOS Wiki
Project Cost Estimation

Welcome to Knowledge Base!

KB at your finger tips

This is one stop global knowledge base where you can learn about all the products, solutions and support features.

Categories
All
CRM
Salesforce
ERP
SAP
Storage and Backups
Purestorage Netapp Nutanix
Cloud
AWS
Computing
IBM
Database
MongoDB MySQL PostgreSQL
DevOps
Docker Kubernetes Jenkins GitLab
Mobile
React Native Android
Web
React Angular PHP
Programming
Python
Products
CNC Software (Mastercam) 3D perception 7shifts ABB EV Charging Infrastructure Accelo Aconex (by Oracle) Act-On Actenum Scheduler Actico Compliance Suite ActiveCampaign Adapt Addepar Adobe Captivate Adyen AG Leader Agrivi AgriWebb Agworld Ahrefs Aidoc AIMS360 Akamai Kona Site Defender Algolia Alis by TalentGuard ALLDATA Repair Allscripts Alpaca Trading Altair HyperWorks Altium Designer AMOS Amplitude Anaplan Anessa Biofuel Optimization AppDynamics Applied Epic Applied Materials E3 Aptean ERP Aptean Food & Beverage ERP Aptima Aquatic Informatics’ WaterTrax Arable Arena Solutions PLM Articulate 360 Asana ASML Twinscan Aspen Plus Biochemical Process Modeling Aurora Solar AspenTech APC Athenahealth Atomwise Audiam Audiomovers AspenTech for Refining Autodesk AutoCAD Autosoft AspenTech Pharma Suite Asset Panda Aveva Marine AssetMark Aveva Pipeline Management AVEVA Process Engineering Suite AVEVA Refining Solutions AVEVA Unified Operations Center Avid Media Composer AVL eSuite AWS Ground Station AWS IoT Greengrass Azure IoT Central Azure Space Backbase BatchMaster ERP Benchling Bentley OpenFlows Bentley OpenRoads Bentley OpenUtilities Bentley Systems AssetWise Bentley Systems – OpenRail beonic BevSpot Bigbelly Smart Waste & Recycling System BigCommerce Automotive Bitly Bitmovin Blackbaud BlackBerry AtHoc Blackboard Learn BlackLynx Blend Blue Yonder WMS Bluebeam Revu Bohemia Interactive Simulations (BISim) Bosch Esitronic Diagnostic Bosch IoT Suite Braintree Bright Biomethane Brightpearl Bringg Browzwear Builder Prime Buildertrend BuildTools BWX Technologies' Nuclear Security Cabinet Vision Cadence OrCAD Cadence Virtuoso CAE Canvas LMS Cargowise One Carrier i-Vu CaterZen CattleMax CDK Global Celtx Cerner Pharmacy ChargePoint Cloud Services Charles River Development Check Point CloudGuard Checkout.com Cin7 Circularise Cisco Umbrella Classcraft ClearDATA ClearMetal ClickFunnels ClickUp Climate FieldView Clir Renewables Cloud Lending (Q2 Software) Cobb Accessport ComplianceQuest ComplyAdvantage Conducttr Conservis Continental Connected Vehicle Copper Coupa by LLamasoft CQG Integrated Client Creatio Creatio marketing CropNutrition CrowdStrike Falcon CyberSource Damarel Darktrace Dassault Systèmes CATIA Dassault Systèmes ENOVIA Dataminr DaVinci Resolve DealerSocket DealHub Decisive Farming Deliverect Deltek Costpoint Demandbase Denso EV Thermal Systems DeSL (Digital Enterprise Software) DigitalOcean DJI Ground Station Pro Docebo DrillPlan by Schlumberger DroneDeploy e-Builder Ecochain EcoVadis Edmentum Edsby EFI Live Tuning EFI Optitex EFI PrintSmith Vision Ellie Mae Encompass Ellucian Banner Elucidat Emerson Ovation Emerson Plantweb eMoney Advisor Enact Systems Enfusion Envestnet | Tamarac Epicor ERP Epicor Parts Network Esko ArtiosCAD Esko WebCenter ETQ Reliance QMS Everbridge eVinci™ Micro Reactor by Westinghouse Exostar SCM Fanuc Automation Fanuc Robotics FarmERP FarmLogs FieldAware Finacle Finastra Fusion FinQuery Flatiron Health FoodLogiQ Fortinet FortiGate FourKites Freshworks GDC Technology GE Digital APM GE Digital Plant Applications GE Digital Predix GE Healthcare FlexFactory GE Vernova Genscape Pipeline Solutions Geofeedia GeoSoftware Geotab GEP SMART Gerber Technology GetAccept Gorgias Greenbyte Energy Cloud Greenlight Guru GreenPrinter GreenSlate Guidewire Software Handshake HawkEye 360 Health Catalyst Herdwatch Hexagon Intergraph CAD Hexagon Manufacturing Intelligence Hexagon MSC Software Hexagon PPM Hexagon Safety & Infrastructure Hexcel HexPly Honeywell Enraf Tank Gauging Honeywell Forge Honeywell Forge for Chemicals Honeywell UOP Ecofining Houzz Pro HP Indigo Digital Press HP Tuners VCM Suite HubSpot CRM IBM i2 IBM Watson Health IFS Applications Illuminate Education Imprivata Indra Air Automation InEight Infor CloudSuite Food & Beverage Infor EAM Infor LN Infor WMS Inmarsat Fleet Data Instapage Insurity Intellect QMS Intergraph SmartMarine 3D Intex ERP Intuitive Surgical da Vinci IONOS Ironclad iSpring Suite John Deere Operations Center Johnson Controls Metasys Juro JustFood ERP Kahoot Kahua Kareo KBC Petro-SIM by Yokogawa Keap Kiinaxis RapidResponse Kinaxis RapidResponse Kisters WISKI KLA YieldStar Klaviyo Knewton Alta Kratos OpenSpace KUKA Robotics KUKA Smart Production Kustomer Landr LeadAngel LeanData Lectra Fashion PLM Leidos Integrated ISR Solutions Linode Lithium Balance BMS Lockheed Martin DiamondShield LogicGate Logility LogiNext Mile LuciadLightspeed (Hexagon) Luma Health Mahle Thermal Management Majesco Mallcomm MAM Software Autopart Manhattan TMS Manhattan WMS Mark43 MASS (Cohort plc) MasterControl Manufacturing Excellence MasterControl Quality Excellence Material Exchange McKesson Pharmacy Management MedeAnalytics Medidata Solutions Medtronic CareLink Medtronic Hugo RAS Mentor Graphics (Siemens) MetricStream Microsoft D365 SCM Microsoft Project MilliporeSigma BioContinuum MindTickle Mirakl Mitchell1 ProDemand MODS (Military Operational Decision Support) Moodle Moody’s Analytics Morningstar Direct MRI Facilities Management MuleSoft MyPath Nautilus Labs Navitaire nCino Nearpod Netafim NetApp Netwrix Auditor NextGen Healthcare NICE Actimize NICE Public Safety Nimble Nutshell Nuvation Energy BMS Nuvolo Office Furniture by Haworth Omnisend OneTrust OneWeb Satellite Services Onfleet Optibus Optimizely ONYX InSight Oracle E-Business Suite Oracle FLEXCUBE Oracle TMS Orion Advisor Tech OSISoft PI System Outgrow OVHcloud PagerDuty Palo Alto Networks Cortex XSOAR Palo Alto Networks Prisma Cloud PandaDoc Panorama Education Parrot Analytics Petrel by Schlumberger Philips HealthSuite PipelineManager by Atmos International Pipeliner CRM PitchBook Pix4Dfields Planet Labs Plex Systems PowerSchool PredictHQ Printavo Procore Project44 Proposify Prospera PTC Windchill Quantifi QuarkXPress Quipli Quorum Distribution Software R1 RCM Rackspace Rapyd ReCharge Reynolds and Reynolds Rightsline Riskalyze Roostify Runway ML S&P Capital IQ Sabre AirCentre Safefood 360 Saipher ATC SAP Defense & Security Sapiens CoreSuite Oracle Cloud SCM Oracle NetSuite Plex Manufacturing Cloud QbDVision Ramco Aviation MRO Suite RedTeam SAP EWM SAP Supply Chain Management SAS Analytics Schoology ScreenCloud Sensia Oilfield Monitoring and Control SentinelOne Serpstat Shift Technology Shift72 ShipBob ShipServ Shopify Plus Shopify Plus for Automotive Shotgun (by Autodesk) Siemens Simcenter Signal Sciences SimCentric Technologies SimCorp Dimension SimScale Simutech Multimedia Skedulo SkillMill by Interplay Learning Skyfii SkyWatch EarthCache Slingshot Orbital Smartsheet for Compliance Snapsheet Solutionreach Soyang Europe Green Materials Sparta Systems TrackWise Sphera Sustainability Management Spire Space Services Splunk Enterprise Security Splunk Industrial IoT Square for Retail StormGeo Stratasys 3D Printers Stripe STRIVR StudioBinder SUSE Swissport Symantec Endpoint Security (Broadcom) Synopsys TCAD Syntasa TalentLMS TankVision by Endress+Hauser Teladoc Health Tenable.io Terminus TexGen Thales CipherTrust Thales Manpack EW Suite Thales TopSky-ATC Thinkorswim Thryv Toast POS TotalEnergies Bio Lubricants TraceGains TraceLink Trimble Construction Trove TurnKey Lender Udemy for Business Unbounce Updox Validic Valmet DNA Automation System Varsity Tutors Veeva CRM Veeva MedTech Veeva Quality Veeva Vault Vendasta Veson Nautical IMOS Platform Viewpoint (by Trimble) Vimeo OTT Virbela Vizient VTS VWO Waste Management Open API by AMCS Waystar Wealthfront Wherefour WindRiver Helix Virtualization Platform WoodCAD|CAM Workday Student Worldpay Wrike Xactly Xerox Paper Recycling XOLV Xtime YCharts Yopto Zendesk Marketplace Zoho Zoho Inventory Zonos Zscaler Web-to-Print by Printful Zuppler

Products-Charles River Development

Enhancing Investment Management with Charles River's Portfolio Management Solution

Efficient Portfolio Management

Charles River Development offers a comprehensive portfolio management solution that empowers investment managers to effectively handle exposures, understand holdings, and evaluate the impact of asset allocation decisions. The centralized portfolio management workbench integrates intuitive data visualization with analytics and risk metrics, providing a user-friendly interface for portfolio managers to streamline their workflow. This enables better communication with compliance officers, risk managers, and traders, fostering collaboration and enhancing decision-making processes.

Exception-Based Workflows and Automation

The platform includes exception-based workflows and extensive automation features, enabling portfolio managers to focus on value-added activities rather than administrative tasks. By automating routine processes, managers can optimize their time and concentrate on strategic portfolio management decisions. The integrated compliance capabilities throughout the investment life cycle ensure managers can easily adhere to stringent compliance and risk guidelines, making swift adjustments when necessary.

Key Capabilities of the Solution

Charles River's portfolio management solution offers a range of key capabilities, including managing all products, strategies, and asset classes on a single platform. It supports multi-manager or team-managed funds, global asset allocation, and various wealth products like SMA, UMA, and UMH. Users can monitor multiple portfolios in customized views, conduct 'what-if' analysis to gauge risk impact, rebalance portfolios, and create trades using various models and targets. Real-time profit & loss assessment via market data ensures timely decision-making.

Portfolio Management and Risk Analytics Integration

The Charles River Investment Management Solution (Charles River IMS) offers a holistic approach to portfolio construction, risk forecasting, performance attribution, and scenario analysis. Clients can access internal and third-party analytics, data, and models directly from the platform, facilitating tailored solutions to meet the unique demands of their products and asset mix. The integration with leading analytics partners like MSCI, FactSet, Axioma, and Numerix enhances the depth and breadth of portfolio and risk analytics available.

Conclusion

Charles River's portfolio management solution is a comprehensive tool that empowers investment managers to make informed decisions, optimize portfolios, and mitigate risks effectively. By providing a centralized platform with intuitive features, automation capabilities, and seamless integration with analytics partners, the solution enhances operational efficiency and supports strategic investment management objectives. For investment firms looking to elevate their portfolio management capabilities, Charles River's solution offers a robust framework for success.

Stay Ahead in Today’s Competitive Market!
Unlock your company’s full potential with a Virtual Delivery Center (VDC). Gain specialized expertise, drive seamless operations, and scale effortlessly for long-term success.

Book A Meeting To Setup A VDCovertime

Maximizing Investment Management Success with Charles River Development Implementation & Consulting Services

Implementation Services for Seamless Deployment

Charles River's implementation experts provide clients with a structured approach to achieve successful cloud-based deployment of the Charles River Investment Management Solution. By conducting a thorough assessment of the client's current situation, including data requirements, workflow considerations, 3rd party integration needs, geographic distribution, and existing system technology, the implementation team ensures a smooth transition. Working closely with the client, the team defines an implementation framework and tailors a project plan for optimal results, ensuring high-quality outcomes delivered in a timely manner.

Read article

Empowering Your Team with Charles River Development Educational Services

In-depth Training for Enhanced Expertise

Charles River Development's Educational Services group offers a comprehensive range of courses designed to empower clients with in-house expertise. By participating in these training programs, clients can reduce their dependency on technical support, enhance operating efficiencies, and maximize the return on investment from their Charles River IMS system. These courses are conducted regularly at Charles River's global facilities, equipped with cutting-edge training rooms and technology. Moreover, clients have the option to request customized training sessions at their own premises to cater to their specific needs.

Read article

Unlocking Efficiency and Transparency with Charles River Asset & ESG Management for Private Markets

Enhanced Asset Monitoring and Transparency

Asset management within private market institutional investors can often be challenging due to the complexity of data collection and reporting processes. Charles River for Private Markets addresses these issues by providing a centralized dashboard for monitoring assets in real-time. This transparency allows investors to quickly identify areas that require attention, ensuring compliance and efficient decision-making.

Read article

Ensuring Data Privacy and Transparency with Charles River Development

Understanding Personal Data Collection

Charles River Development, under its Global Privacy Notice, outlines the various categories of Personal Data it may collect from individuals. This includes Identity information such as names and identifiers, Demographic information like age and gender, Contact information such as addresses and emails, Biometric information, and more. By detailing these categories, Charles River Development aims to provide transparency about the data it gathers.

Read article

Empowering Private Market Investors with Valuation & Scenario Management Solutions

Harnessing Forward-Looking Insights and Workflows

Private market investors often grapple with questions regarding asset valuations and potential impacts of market fluctuations. Charles River Development offers a comprehensive solution for Private Markets that allows investors to streamline their valuation processes. By seamlessly connecting Excel spreadsheets, investors can conduct valuations at scale and perform custom scenario analyses across funds and assets. The innovative ModelSync technology facilitates a smooth valuation workflow, enabling portfolio managers to aggregate financial data effectively. Through Charles River's solution, investors can produce interactive dashboards and visual insights to gain valuable and timely information for making informed investment decisions.

Read article