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700 District Avenue
Burlington
MA
US

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6th Floor, 6 Devonshire Square
London
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Charles River Development 1040 Avenue of the Americas 9th floor
New York
NY
US

Telephone

781 425 6147

Contact

Heather Frechette-Cr
[email protected]
The new OTC challenge: Optimizing collateral management in the front and middle office
Insurance

The new OTC challenge: Optimizing collateral management in the front and middle office

3y | By Venky Muthiah, Product Manager

The new OTC challenge: Optimizing collateral manag...

Over the counter (OTC) derivatives such as swaps and forwards are versatile and flexible instruments, used by investment managers globally for hedging...

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Creating efficiencies and reducing operational risk with an investment book of record
Banking

Creating efficiencies and reducing operational risk with an investment book of record

3y | By Chang Suh, Senior Product Manager

Creating efficiencies and reducing operational ris...

In a recent bobsguide article we discussed the changing role of the buy-side middle office. An increasingly critical middle office function is deliver...

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Rethinking the middle office: Solving buy-side challenges with financial technology
Asset management

Rethinking the middle office: Solving buy-side challenges with financial technology

4y | By Karl Kutschke, Senior Director, Product Management

Rethinking the middle office: Solving buy-side cha...

Once considered simply a conduit between the front and back office, the middle office is playing a more active part in the investment process for buy-...

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Designing Smart Beta portfolios: The role of factor models and technology considerations
Asset management

Designing Smart Beta portfolios: The role of factor models and technology considerations

4y | By Katya Taycher, Director, Product Management

Designing Smart Beta portfolios: The role of facto...

In a recent bobsguide article, Charles River discussed how Smart Beta products can improve portfolio diversification, minimise undesirable correlation...

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Designing Smart Beta portfolios: Challenges and considerations
Asset management

Designing Smart Beta portfolios: Challenges and considerations

4y | By Katya Taycher, Director, Product Management

Designing Smart Beta portfolios: Challenges and co...

Increasingly popular Smart Beta products provide investment managers and asset owners with conveniently packaged exposure to a number of factors. Risk...

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How fund look-through improves buy-side risk monitoring and performance evaluation
Asset management

How fund look-through improves buy-side risk monitoring and performance evaluation

4y | By Shashi Mahadik, Product Manager

How fund look-through improves buy-side risk monit...

Asset managers and owners increasingly implement their investment strategy by buying funds from a number of providers. These funds can represent a sig...

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Two approaches to buy-side scenario analysis
Asset management

Two approaches to buy-side scenario analysis

4y | By Ephraim Hirschfeld, Product Manager

Two approaches to buy-side scenario analysis

“Stress-tests improve an asset manager’s resilience in times of market stress regardless of regulation. Consequently, best-in-class firms ...

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Understanding mortgage prepayment models
Asset management

Understanding mortgage prepayment models

4y | By Paul Macmanus, Head of Quantitative Research

Understanding mortgage prepayment models

U.S. agency residential mortgage-backed securities (RMBS) are the largest and most liquid securitized asset class in the world. Pooling thousands of i...

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Multi-asset portfolio decision support: challenges and solutions
Asset management

Multi-asset portfolio decision support: challenges and solutions

5y | By Jan Hoenisch, Global head of Business Development and partnerships

Multi-asset portfolio decision support: challenges...

Jan Hoenisch, Director of Global Partnerships at Charles River Development, moderates a discussion of challenges and opportunities facing buy-side fir...

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Maximising the Value of Multi-Leg Orders with an OEMS
Insurance

Maximising the Value of Multi-Leg Orders with an OEMS

5y | By Jay Hinton, Sr. Product Manager

Maximising the Value of Multi-Leg Orders with an O...

Multi-leg orders have long been a versatile tool for buy-side asset managers looking to implement investment strategies across multiple instruments, a...

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Re-thinking Buy-Side Portfolio Decision Support Solutions
Asset management

Re-thinking Buy-Side Portfolio Decision Support Solutions

5y | By Karl Kutschke, Senior Director, Product Management

Re-thinking Buy-Side Portfolio Decision Support So...

The growing diversity and complexity of actively managed investment products, intense competition from low fee passive strategies, and the increasing ...

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IBOR: Improving Buy-Side Decision Support with Position-Level Transparency
Asset management

IBOR: Improving Buy-Side Decision Support with Position-Level Transparency

6y | By Metin Elyazar, Director, Product Management

IBOR: Improving Buy-Side Decision Support with Pos...

Accurate and timely security and position data provide the foundation for front and middle office decision support. Last month, Charles River discusse...

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An EDM Reality Check for the Buy Side
Asset management

An EDM Reality Check for the Buy Side

6y | By Brad Haigis, Data Services Director

An EDM Reality Check for the Buy Side

Enterprise Data Management (EDM) is increasingly viewed as a strategic differentiator for buy-side firms.  Properly implemented, an EDM solution ...

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