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Charles River IMS vs. Experian Account & Portfolio Management

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Charles River IMS

    Score9 out of 10
    N/AThe Charles River Investment Management Solution (Charles River IMS) automates front and middle office processes for buy-side firms. The solution helps enable accurate and timely investment decision support for institutional and wealth managers, alternative investment firms, insurers and asset owners. Charles River IMS helps clients streamline operations, reduce risk, and improve reliability.N/A

    Experian Account & Portfolio Management

    Score8.4 out of 10
    N/AExperian's Account and Portfolio Management solution leverages data, analytics, models and attributes to maintain portfolio stability and drive account profitability.N/A
    Pricing
    Charles River IMSExperian Account & Portfolio Management
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Charles River IMSExperian Account & Portfolio Management
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    Charles River IMSExperian Account & Portfolio Management
    Likelihood to Recommend
    10.0
    (1 ratings)
    9.0
    (2 ratings)
    User Testimonials
    Charles River IMSExperian Account & Portfolio Management
    Likelihood to Recommend
    State Street
    If your are large asset management company focused mostly on interest rate products and you are large institutional trader your way is the use of Charles River Portfolio Management & Risk Analytics account which is most reputable custodian institution which offers superior tool for bonds trading - Charles River IMS. Charles River Portfolio Management & Risk Analytics is focused on large bond traders, so is not offered for small hedge funds. It is not appropriate if you are small account holder and focused more on stock market offerings, margin trading and less focused on custodian reputation. There is no separate risk module for trading group risk management.
    Incentivized
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    Experian
    It suits well for large clients dealing with lots of data and has robust system of underwriting. There are vast portfolio mix that can be imported from this product and finance companies should have large enough client base to utilise these values
    Where It is not well suited, where the client needs more automated capabilities with ready to made recommendations
    Incentivized
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    Pros
    State Street
    • Focused on bonds
    • Risk approache based on counterparties risk measurement
    • Buid in scenario strategies and testing
    • CDS are available for trading (exlusive offering)
    • Portfolio construction
    • Yield analytics
    • Exotics: SWAPs, SWAPtions
    • Sophisticated options analytics
    • Currency forwards (exclusive offering)
    Incentivized
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    Experian
    • Easy to read credit details
    • Extensive credit details
    • Up to date credit details
    • Alerts are detectable
    • Business connections to link accounts are easily found
    Incentivized
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    Cons
    State Street
    • Equities - microstructure to consider detection of iceberg orders
    • Build in algos for large trades execution
    • Corporate or Banking level platform - not focused on mid sized business
    • SAP connectivity
    • Only Charles River Portfolio Management & Risk Analytics accounts
    • No trading group accounts capabilities
    • Needs arbitrage trading algo: spread, statistical, merger for stocks
    Incentivized
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    Experian
    • This product should provide portfolio mix encompassing very dissimilar industries more often
    • Should have some AI/ ML capabilities to segregate high risk portfolios as desired one
    • Reporting and Dashboards can be more user friendly
    • Plug and Play Integration with other tools
    Incentivized
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    Alternatives Considered
    State Street
    Charles River Portfolio Management & Risk Analytics is a state of the art company which owns state of the art products Charles River Portfolio Management & Risk Analytics. If you are considering long term value, capital preservation strategy and pension funds management that is the right choice if holdien one account versus several to get systematic diversification. You can run even department of banks treasury with use of Charles River Portfolio Management & Risk Analytics. So good but focused on large investors needs and diversification focus.
    Incentivized
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    Experian
    Experian is top notch and what we went with each time! It always delivered and delivered with data. It didn’t leave us making a blind decision. It has vast business reporting. It saved our company time and time again. The data is laid out in a smooth way to follow. It becomes your go to quite instantly
    Incentivized
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    Return on Investment
    State Street
    • Neutral. We are in system migration process.
    • We expect to get our P&L less volatile (+/- 5%). More international bonds in a mix
    • Top custodian is our first priority
    Incentivized
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    Experian
    • 5 percent positive impact of total customer attributes
    • 2 percent increase in ROI on acquiring customers
    • 3 percent decrease in default where our segments are used
    Incentivized
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