June 2024
Charles River® News & Updates
June 2024
Charles River® News & Updates
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.
Educational Services
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.
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
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!
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