|
Fixed Income Portfolio Management & Decision Support
See the Manager Workbench (MWB) in action as Charles River’s product experts demo the MWB as a robust investment decision making tool in the context of fixed income portfolio management.
Equity Portfolio Management & Decision Support
See the Manager Workbench (MWB) in action as Charles River’s product experts demo the MWB as a robust investment decision making tool in the context of equity portfolio management.
Product Management Forum
This session outlines Charles River’s product road map, including: the incorporation of client product and service enhancement requests; prioritization of items; requirement gathering; and development, testing and release processes. The session provides a forum to discuss market trends and key product needs directly with Product Management.
User Group
Join with peers in this client-only session to share ideas and best practices regarding the functionality, use and deployment of the Charles River IMS.
Upgrade Planning - Best Practices Today & Tomorrow
Learn how to leverage Charles River’s upgrade methodology for an efficient and effective project, and hear results from client case studies. After attending this session, you will understand how to manage a transparent upgrade for business users while exposing new functionality.
Monitoring Derivatives Exposure
Learn how Charles River can best meet your derivatives exposure monitoring requirements. Attendees will benefit most from the session if they have a basic understanding of how exchange-traded and OTC derivatives instruments are managed, traded & monitored.
Fixed Income Analytics
This session will introduce Charles River’s new analytics capabilities in Version 8.2.
Cash Management & FX Trading
Foreign exchange is no longer deemed simply a commodity, but an asset class in its own right. After attending this session, you will understand the practical steps on how to roll-out Charles River IMS to your FX desk while continuing to manage any other asset classes from the same system. A Version 9 demonstration will highlight the benefits of the Charles River IMS on the FX desk.
Charles River FIX Network
Over 90% of all new Charles River clients sign up to use the Charles River FIX Network. Join us to find out why and learn about the benefits of this broker-neutral system, including Charles River as a single source of support for both Charles River IMS and Charles River Network.
Beyond the Desktop - Charles River Anywhere
Charles River Anywhere is redefining remote access – learn how you can leverage this web-based module to make your workday easier, anytime, anywhere. A Charles River IMS V8.2 demonstration will highlight the benefits of Charles River Anywhere for compliance, portfolio management and executive users.
New Solutions: Global Compliance Challenges
This presentation of the Charles River Compliance product roadmap will discuss how Charles River is addressing the ever-changing regulatory environment across the globe.
Equity Execution Management & Electronic Trading
Our experts will demonstrate Charles River IMS tools to help gain process efficiencies. After attending this session, you will understand how to better leverage: pre-trade decision support tools; broker neutral connectivity; single-click order routing; intra-trade monitoring tools; automated electronic trading capabilities; and more.
Technical Implementation: A Focus on Integration
Our technology experts will discuss common definitions and uses of standards-based tools and techniques, the pros and cons, and provide a standards update. This session outlines how clients are using these tools and techniques to integrate Charles River IMS with third party and in-house products.
Technical Implementation: Extending Charles River Products
Our Technical Implementation Services team will discuss and demonstrate the extensibility of Charles River IMS through the use of the Open APIs to address real-world workflow and functional requirements outside the scope of the core product.
Keeping the Business Running: High Availability & Disaster Recovery
Join us to discuss what high availability (HA) technologies Charles River supports and best practices for deployment in a HA environment, including how to: minimize down time; configure for recovery (BCP); and deploy on available hardware. Learn about technologies other clients are using and their best practices.
Solving Data Management Challenges
Our Implementation specialists will discuss the challenges facing buy-side organizations in sourcing accurate, timely data across the breadth of products in the market today. Learn how to leverage Charles River’s integration capabilities and workflow tools to maximize data quality and raise awareness of data quality issues.
Australian Equity Trading Workflow
Through demonstrations and discussion, learn how Charles River IMS has been integrated into domestic market data platforms and execution networks for real-time, seamless access to static security data, pricing information and broker destinations.
From Reactive to Proactive: Compliance Workflow
This session focuses on the proactive use of Charles River Compliance to support organizations throughout the investment lifecycle. Learn about compliance capabilities for any status, including Proposed/Scenario Orders. Charles River experts will demonstrate how to improve compliance workflows using Charles River IMS V9 compliance tools coming in V9, such as As-Of and Historical Trend Analysis.
Unifying Post-Trade Operations
Learn about the latest post-trade processing and settlement-related capabilities within Charles River IMS and preview upcoming V8.2 and V9 enhancements in the Post-Trade module, such as the Trade Suite affirmations interface.
Alternative Investment Functionality
See the Manager Workbench (MWB) in action as a robust strategy trading, real-time P&L analysis and investment decision making tool for alternative investment/fund managers and traders.
Effective Workflows for OTC Derivatives
This demonstration will highlight significant new Charles River IMS derivatives capabilities including V8.2 SWAPS workflows and V9 functionality. After attending this session, you will understand how to enter trades for OTC derivatives and how to manage unique derivatives workflows in Charles River IMS.
Japanese Equity Trading Workflows and Enhancements
Charles River has added multiple enhancements to version 8.2 to meet the requirements and workflow of traders in Japanese equities. A new Multiple Order Placement window has been introduced, allowing the trader to place multiple FIX and non-FIX orders at the same time, save pending placements, and perform Cross Trade Checks and Trader Placement checks on these orders at the time of placement. These new features will be presented in a live demonstration, and Charles River Product Management will conduct a discussion in which Clients will be encouraged to provide feedback on these enhancements and on other requirements specific to the Japanese Market.
V8.2 New Features & Capabilities
Join us for an overview of new features in the current V8.2 Production Release. Learn how to use this functionality to streamline business operations and provide Fund Managers, Traders and Operations teams with the functionality they need to keep pace with market trends.
|
