Charles River & State Street Webinars

Simplifying OTC Compression with Charles River OEMS

Charles River’s multi-asset Order and Execution Management Solution (OEMS) offers full lifecycle support for OTC compression that helps to reduce complexity, regulatory capital requirements, and simplify portfolio management.

Join our next Explore & Learn webinar and hear from subject matter expert, Naveed Ahmad, OTC Product Manager at Charles River, discuss OTC compression, the process and workflow, and current available features.

How T+1 Can Optimize Workflow Through Technology

In this session, we explore how investment institutions can drive growth through technology-led workflow optimization, as they adapt to the T+1 settlement rule for North America and Canada.

Additionally, we dive into how process automation and core service providers are key to enabling regulations, compliance and better outcomes for investors. The session will also include topics such as settlement, clearing, foreign exchange and ETFs.

Enterprise Data Management and AI for Data Quality

State Street Alpha® AI Data Quality (AADQ) harnesses deep learning to identify and escalate potential anomalies to data specialists for further investigation and remediation. Compared to traditional, rule-based data validation, AADQ significantly reduces false alerts, enabling data ops teams to focus on data issues requiring human expertise.

Join Shruti Padia and David Wang for an update on our EDM solution and how we’re harnessing artificial intelligence across multiple data domains to flag potential anomalies.

Private Credit & Valuations

Is Private Credit poised for continued growth or facing headwinds as default risks rise and regulatory pressures grow?

This asset class is experiencing a kind of “tale of two outlooks.” Join our live conversation about all things related to Private Credit and managing its valuations.

Upcoming Industry Events

Private Markets Summit​

Join the team to hear about and discuss the challenges and the best practice management of private assets.

It is a forum for asset owners and other institutional investors to gather and discuss their challenges, along with the firms that manage these assets, to work towards making the industry more efficient for the benefit of both parties.

May 14, 2024   I    Sydney, Australia
Register Now

Snowflake Data Cloud Summit

Join us to explore all the cutting-edge innovation. Hear valuable insights from data & AI experts while discovering the limitless possibilities of data, AI and application collaboration for your organization.

Join Aman Thind, Chief Architect and State Street CTO, for our session: The Financial Services Data, Apps + AI Blueprint.

June 3-6, 2024    I    San Francisco, CA
Register Now

Super Return International

Charles River for Private Markets will be at Super Return International along with our State Street colleagues for Private Capital’s most senior gathering for everyone who’s anyone in private capital.

Reach out if you want to connect with our team to learn more about how our platform can help solve data challenges for Private Markets investors.

June 4-7, 2024    I  Berlin, Germany
Register Now

Our On-Demand Webinar Replays:

  • State Street Alpha for ETFs
  • Equity EMS
  • Investing in Private Markets
  • New Feature Spotlight: 23R3
  • IBOR – Cloud-Native and Real Time Position and Cash Management
  • Streamlining Multi Asset Trade Allocation
  • Managing Current Risks in the Securitized Product Market with Charles River® and MSCI
  • FX Trade Automation with Charles River IMS & FX Connect®
  • New Feature Spotlight: 23R2 Feature Set Preview
  • Charles River Partner Ecosystem Update
  • Managing Fixed Income New Issuances
  • Maximize Employee Learning with Flexible Training in CRD Academy
  • The Cloud-Native Transformation of Charles River IMS
  • Maximize Your Potential with Charles River 23R1
  • Preparing for the Coming T+1 Change in 2024
  • Enterprise Data Management Capabilities in the State Street Alpha® Data Platform
  • Fixed Income Trading in Charles River IMS
  • Evolution of the Charles River and Qontigo Partnership
  • Portfolio Personalization & Direct Indexing
  • The Evolution of the Charles River and MSCI Partnership
  • Leveraging Collateral Management Capabilities in Charles River
  • Portfolio Management & Risk Analytics: Evolution and Strategic Direction

Want to receive CRD News & Updates?

Sign up to receive News and Event Updates from Charles River.

Want to know about upcoming Webinars?

Sign up to receive Webinar Invites from Charles River.