June 2024
Charles River® News & Updates

June 2024
Charles River® News & Updates

Charles River Client Connect

Client Connect Recap​

Thank you to all of our clients who attended our Client Connect events in Boston and London this spring! Between the two events, over 200 clients from 84 firms and 16 countries were in attendance to hear the latest company updates, recent and upcoming product enhancements, as well as an industry panel on adopting artificial intelligence, and sessions on powering middle office operations, and updates on cloud migration.

Clients were able to attend smaller breakout workshops during the afternoon sessions on Compliance, Front Office, Middle Office, and Technology, among others. We were thrilled to connect and engage with many of you in person and we’re looking forward to similar Client Connect events in the fall.

CRD Academy

Educational Services

John Haas

As a Trainer and Instructional Designer at Charles River, John Haas is responsible for training on a wide variety of topics the Charles River Investment Management Solution (Charles River IMS) capabilities.

In addition, John works closely with our Product and Instructional Design teams to produce and maintain a diverse set of learning materials within CRD Academy, our cutting-edge learning management system.

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Thought Leadership


The Growth Opportunity Behind T+1
Charles River and State Street have partnered with clients to ensure readiness for the recent T+1 transition. Looking ahead, the preparations for T+1 have positioned firms for greater operational efficiency and a future shift to T+0.
View our T+1 Settlement Hub


Achieving a New Standard in Data Quality with AI
Consistent and accurate data is imperative for making informed investment decisions. However, data validation traditionally relied on static, rules-based approaches that attempt to flag anomalous data, which tend to be inefficient and error-prone. Read our Insight on how we’re harnessing AI to transform and improve data validation for investment firms and asset owners.
Read our Insight

News & Events

Latest News

T. Rowe Price Expands Use of Cloud-Based Charles River IMS​
T. Rowe will transition to Charles River’s cloud-based platform and utilize the system for portfolio management, trading, compliance, and the State Street Alpha® Data Platform.

Charles River Appoints Vin Bhat as New Head​ of Asia-Pacific
Charles River has appointed Vinayak Bhat as SVP, Head of APAC, where he will be responsible for all business oversight within the region and collaboration with State Street Alpha.

Charles River and Octaura Launch Two-Way Interface for Simplified Syndicated Loan Trading
Charles River announced the launch of its two-way interface with Octaura LL Trading Co., LLC. The interface allows Charles River and Octaura customers to streamline their syndicated loan trading workflows, promoting greater efficiency and transparency.

Features & Enhancements​

24R1 Release
Want to learn What’s New in version 24R1? Register for our upcoming webinar and hear from John Haas on the latest release. With a host of new features, version 24R1 can help your firm become more flexible, aid efficiency, and increase your visibility into what is happening in the system.

Watch Webinar

What’s New in Private Markets?

Operating Model Design in Private Markets Investments
Watch this discussion on operating model design in Private Markets and hear insights on the ways in which investment firms are transforming to meet stakeholder demands.

Private Markets 2024 Outlook
Listen to this podcast episode and hear from product experts discussing the future of private markets based on State Street’s latest survey of 480 institutional investors across all segments.

Private Credit and Valuations Webinar Replay
Is Private Credit poised for continued growth or facing headwinds as default risks rise and regulatory pressures grow? Tune in to hear our conversation about Private Credit and Valuations.

Explore & Learn Webinar Replays

Managing Corporate Action Elections with Charles River IMS

Charles River’s Corporate Actions offering helps facilitate the process with an integrated portfolio manager experience that provides voluntary event notifications and election management through the Charles River Manager Workbench.

New Feature Spotlight: 24R1

We turn our sights to Charles River Version 24R1. With a host of new features, version 24R1 can help your firm become more flexible, aid efficiency, and increase your visibility into what is happening in the system.

Managing Surging Margin Requirements in Charles River IMS with Cassini

Hear why margin requirements are surging, margin optimization strategies, and how technology is helping to mitigate these issues.

Additional selection of our on-demand replays:

  • Enterprise Data Management and AI for Data Quality
  • Simplifying OTC Compression with Charles River OEMS
  • 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
  • And many more!

Latest Award Wins

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