November 2024
Charles River® News & Updates

November 2024
Charles River® News & Updates

Spotlight: Client Connect​

Charles River 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​

Charles River 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.

Ultramarine Icon

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

Press Releases

Charles River Selected to Manage Australian Ethical’s Front Office Operations
Read our latest press release announcing the selection of Charles River IMS to provide portfolio and risk management, trading, compliance, performance, IBOR, and transaction management. Australian Ethical will also use the State Street Alpha Data Platform and Services to manage its investment data.

Banorte Adopts Charles River’s Cloud-Based Platform
Read this recent press release highlighting Banorte’s transition to our cloud-based platform, which Banorte is leveraging to modernize and streamline operations. Banorte utilizes Charles River IMS to modernize their front, middle and back-office operations and to streamline the management of their domestic and international equity, fixed income, and multi-asset portfolios.

Product Highlights​

Data
Accessing accurate data quickly is crucial to making informed business decisions. The State Street Alpha Data Platform (ADP) is helping you to move faster by simplifying data management. The latest enhancements to ADP include the Alpha AI Data Quality (AADQ) Platform, which leverages artificial intelligence and machine learning to train and deploy models that detect anomalous data without manually-defined rules and thresholds. In addition, artificial intelligence (AI) tools are helping firms to achieve better outcomes.

Middle Office
Charles River offers Corporate Actions and Reconciliation capabilities as part of our IBOR solution. Learn about their automated, end-to-end functionalities that help streamline workflows.

Expert Insights

Navigating the Changing Investment Technology Landscape

Navigating the Changing Investment Technology Landscape

Institutional Investors

Navigating the Changing Investment Technology Landscape

Institutional Investors

Dan Daum shares his perspectives on rapidly changing industry dynamics & the central role of trusted partners in effecting transformation.

Video: Building a UMA Program for the Future: Key Perspectives from Past and Present

Building a UMA Program for the Future: Key Perspectives from Past and Present

Wealth Management

Building a UMA Program for the Future: Key Perspectives from Past and Present

Wealth Management

Explore how the evolution of wealth tech enables new investment features, operational efficiency, reduced complexity, and client value.

Creating Dynamic Operating Models with Smartsourcing

Creating Dynamic Operating Models with Smartsourcing

Operating Models

Creating Dynamic Operating Models with Smartsourcing

Operating Models

Experts share their perspectives on what we mean by Smartsourcing and why it is capturing the attention of investment firms today.

AI Use Cases powered by Snowflake

AI Use Cases powered by Snowflake

Artificial Intelligence

AI Use Cases powered by Snowflake

Artificial Intelligence

Aman Thind, CTO for Alpha, joins theCUBE to discuss AI use cases powered by Snowflake for this segment of Data Cloud Summit 2024.

CRD Academy CRD Academy

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.

Contact Ed Services Today! 

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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