Webinars & Industry Events

Multi-asset portfolios continue to grow in size and complexity, incorporating both publicly traded securities and private assets. Efficient portfolio and trade lifecycle workflows are key to understanding the positioning of portfolios in their current state as well as with a historic lens.

In this webinar, our product strategists discuss how Charles River Investment Management Solution helps many of the world’s largest investment firms manage multi-asset portfolios at scale, leveraging a single, integrated front-to-back platform.

We’ll also discuss the central role of enterprise data management (EDM) and the investment book of record (IBOR) in providing the front office with intraday cash, positions, pricing and reference data to drive informed decision making.

Highlights include:

• Portfolio construction, optimization and performance measurement/attribution capabilities
• Our analytics and data partner ecosystem
• Importance of enterprise data management and the role middle office/IBOR plays in ensuring front office data accuracy

Please join us for our next Explore & Learn webinar where our subject matter experts will discuss the latest features available in Charles River Version 25R2. Learn how to leverage enhanced capabilities to optimize your operations and streamline processes.

Julie Cochrane, Global Head of Educational Services, and John Haas, Trainer and Instructional Designer, both of Charles River, will highlight and demonstrate some of the latest release features, covering the drivers behind the updates and the benefits, including:

• Equity Trading – participation weighted price
• Analytics – rule-based settlement date calculation
• Fixed Income Trading – crossing zero for TBAs
• Risk – Look Back Manager
• Risk Optimizer – new constraints
• Wealth Management – nested UMAs
• OTC Derivatives – inflation Swaps – future value trading