Consolidating and Normalizing Investment Data
Investing in Private Markets can be challenging due to disconnected data sources and inflexible systems. Charles River's Portfolio Monitoring solution helps by consolidating data from various sources, such as fund administrators and spreadsheets. This allows for better data quality, custom calculations, workflow, and reporting, freeing up resources for strategic decision-making.
Private Market Insights
With the Portfolio Monitoring solution, investors in Infrastructure, Real Estate, Private Credit, and Private Equity can analyze historical fund transaction data to understand performance better. The platform enables users to compare actuals vs forecasts, filter data by different criteria, and systematize performance calculations. This leads to better insights and informed decision-making.
Trust Your Data, Gain Better Insights
Charles River for Private Markets consolidates and normalizes investment data, breaking down data silos and enabling faster insights. The solution allows for self-service inquiries, multi-admin integration, configurable calculation logic, automated reporting, and dynamic filtering. By proactively managing data quality and accessing detailed analytics, users gain better insights for optimal investment strategies.
Key Capabilities
The Portfolio Monitoring framework offers key capabilities to address private market data challenges. These include multi-admin integration, fund-level return calculations, data quality management, and dynamic filtering. By leveraging these capabilities, institutions can navigate complex data structures, improve response times, and optimize their investment strategies.