March 25, 2020

Explore & Learn: Portfolio & Risk Analytics Mini-series

Portfolio & Risk Analytics with Northfield

Dan diBartolomeo, President of Northfield Information Services and Shashi Mahadik, Product Manager at Charles River will continue our 2020 Q1 “Explore & Learn” webinar series focusing on Portfolio and Risk Analytics.  This webinar will highlight how Northfield and Charles River are collaborating to incorporate Northfield's factor models and optimizer in Charles River Investment Management Solution. Webinar highlights:

  • Workflow support for asset allocation, manager selection, and internal portfolio management
  • Risk-based performance / risk over time: Has the manager, the market, or the risk model changed?
  • Creating consistency across time horizons of risk from trading to strategic allocation
  • Aggregation of risks from marketable and private assets


Shashi Mahadik
Product Manager, Charles River

Shashi is part of the product management team responsible for managing and driving Portfolio Risk and Analytics product strategy and development at Charles River including ex-ante and ex-post risk, portfolio optimization and factor based strategies. Prior to joining Charles River, Shashi served as manager developing Fixed Income, Derivatives and Risk products at Wellington Management for over 14 years. Shashi holds an undergraduate degree in Electrical Engineering and MBA from Babson Olin School of Business. In addition, Shashi is a CFA charter holder.

Dan diBartolomeo
President, Northfield Information Service

Dan diBartolomeo is President and founder of Northfield Information Services, Inc. Based in Boston since 1986, Northfield develops quantitative models of financial markets. He sits on boards of numerous industry organizations including IAQF and CQA and is past president of the Boston Economic Club.  His publication record includes thirty five books, book chapters, and research journal articles.  In January of 2018, he became co-editor of the Journal of Asset Management. Dan spent numerous years as a Visiting Professor at Brunel University. In 2010 he was given the "Tech 40" award by Institutional Investor magazine in recognition of his role in the discovery of the Madoff hedge fund fraud. He has also been admitted as an expert witness in litigation matters regarding investment management practices and derivatives in both US federal and state courts.

Register to Watch a Replay

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