Please join us
This seminar will highlight Charles River Performance, our new wealth management offerings and key steps in planning a Charles River IMS Version 9 upgrade. Join us for the entire event or just part of the day to learn how these capabilities can help meet your business goals.
A relaxed luncheon and cocktail reception provide plenty of time to meet with other Charles River clients and industry experts.
Wednesday, March 24, 2010
The Toronto Hilton
11:00 am – 5:00 pm
Agenda
| 11:00 am – 12:15 pm | Charles River IMS Version 9 Upgrade (CLIENTS ONLY) Learn about available resources and planning ‘best practices’. |
| 12:15 pm – 1:15 pm | Lunch |
| 1:30 pm – 3:00 pm | Wealth Management Presentation and Demonstration Explore capabilities to manage high volumes of high net worth, SMA, UMA, and UMH accounts including how to construct characteristic-based allocation models and custom benchmark portfolios; and ensure tax-efficient portfolios and tax optimization across households. |
| 3:00 pm – 3:30 pm | Break |
| 3:30 pm – 5:00 pm | Charles River Performance Presentation and Demonstration See how to directly access all return, contribution, attribution and risk data for each portfolio – for a variety of timeframes and user-defined classification levels. Explore capabilities such as how to: compare portfolio performance data with industry-standard or custom blended benchmarks, select different methodologies ‘on the fly’ and conduct attribution based on asset styles and ex-post risk analysis. |
| 5:00pm – 6:30pm | Cocktail Reception (Tundra Restaurant) |
Contact Information
For more information please contact:
Nicole Beauregard
Marketing Director
nicolebeauregard@crd.com
+1 781 425 6429