November 2024
Charles River® News & Updates
November 2024
Charles River® News & Updates
Spotlight: Client Connect
We are thrilled to host our next in-person Client Connect events in Boston on November 20 and in London on December 4. Hear from Charles River executives, product experts, and your industry peers to learn how Charles River’s latest offerings are helping firms drive business growth and simplify operations. Space is limited and available only to clients.
To register for the Boston event, click here to register and here to view the agenda.
To register for the London event, click here and here to view the agenda.
Spotlight:
Client Connect
We are thrilled to host our next in-person Client Connect events in Boston on November 20 and in London on December 4. Hear from Charles River executives, product experts, and your industry peers to learn how Charles River’s latest offerings are helping firms drive business growth and simplify operations. Space is limited and available only to clients.
To register for the Boston event, click here to register and here to view the agenda.
To register for the London event, click here and here to view the agenda.
Explore & Learn Webinar Replays
Missed some webinars? You can watch replays for these recent webinars and more.
Data Quality and Managing Risk with Alpha EDM
Making fast, accurate decisions is essential in ever-changing markets and economic conditions. View this webinar covering our Enterprise Data Management (EDM) offering, providing firms with high-quality investment data at scale.
Managing Fixed Income Portfolios Efficiently with MSCI
For streamlined workflows, traders flexible, automated tools across the front office to facilitate communication, price discovery, and liquidity management. Watch this webinar to hear how Charles River and MSCI are helping to support managers and traders.
Thought Leadership
Unlocking the Data Dividend
Read our perspective on how investment firms can navigate change and innovation in an environment of rapid transformation.
Read our Insight
Smartsourcing: Creating Dynamic Operating Models
Check out this interview with Charles River, Alpha, and industry subject matter experts about striking an optimal balance between in-house and outsourced capabilities as firms strive to re-design operating models.
Read our Insight
View the Video
From Revolution to Evolution
Read this interview with Peter Sherriff on how a well-executed revolution can enable a sustainable and ongoing evolution of future operating models for asset owners and investment firms.
Read our Insight
CRD Academy is a robust learning management system filled with an extensive range of relevant content designed to provide your team with the resources they need to succeed.
As the end of the year approaches, it’s a great time to reflect on our progress and to plan for continued growth and success in the coming year. We recognize the importance of investing in your team’s professional development and are committed to providing the highest quality training programs to meet your needs.
We are excited to share some updates and opportunities from CRD Educational Services that you won’t want to miss! We look forward to partnering with you to achieve your training and development goals.
24R2 New Feature Videos
Discover the latest enhancements in our platform with our brand-new 24R2 feature videos.
These videos are designed to help you and your team make the most of our advanced features and stay ahead in an ever-evolving industry.
• Learn more about 24R2
• Watch our 24R2 Webinar
Year-End Training Budget
Does your firm have training budget dollars allocated for 2024? It’s not too late to talk about year-end training. Our dedicated team is here to help you maximize your budget and ensure your team is fully equipped with the knowledge and skills they need to excel.
Additionally, consider using your remaining 2024 budget to prepay for learning opportunities in 2025. This proactive approach can secure your spot in our advanced training programs for the upcoming year.
Planning for 2025 Training
As you plan for 2025’s training budget, consider scheduling some time to meet with our training team. We offer flexible training solutions tailored to meet the unique needs of your firm.
Let’s discuss how we can support your goals and ensure your team is prepared for the future. We will also be at the upcoming Client Connect events in Boston and London—stop by to say hi and discuss your firm’s training needs!
Award Win
Charles River and CRD Academy have been awarded the Business Impact Award at the Thought Industries Cognition conference!
The Business Impact award celebrates organizations that have leveraged the potential of customer education as a strategic business tool and have successfully harnessed its power to drive meaningful impact. Huge thanks to our talented Educational Services team for their dedication to CRD Academy and education.
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