New & Upcoming

WEBINAR: Leveraging Qontigo’s Axioma MAC Risk Model in Charles River

Join Charles River and Qontigo for a discussion and demo on MAC portfolio and risk workflows in Charles River IMS using sample excerpts from the Axioma MAC Factor Risk Model.

TradeTech 2022

Speaker Spotlight

TradeTech Europe 2022

Join the panel discussion to hear from Charles River discussing how current OMS/EMS providers have evolved their platform capabilities to better provide seamless data integration, enhanced connectivity and compliance.

May 11-12 | Paris

2022 MMI Toronto Wealth Management Summit

Event Sponsor

2022 MMI Toronto Wealth Management Summit

Stop by our booth and talk with our product specialists to learn how we’re helping wealth managers deliver customized portfolios at scale and collaborate closer with asset managers offering model portfolios.

June 9, 2022 | Toronto

2022 Webinar Highlights

Charles River Webinars are designed to help discover new ways to leverage the Charles River Investment Management Solution (Charles River IMS), and our growing partner ecosystem. Hear from our product managers and industry experts as they discuss the latest product and platform capabilities.

Partner Highlights

WEBINAR: Sourcing AI-Driven Corporate Bond Liquidity with LTX and Charles River

Join us for a demo and panel discussion to learn about the launch and integration of LTX in the Charles River Order and Execution Management System.

Introducing State Street Alpha℠ Benchmark Services Powered by RIMES

The partnership was launched to help meet our clients’ increasingly complex index needs and provide a centralized solution to aggregate indexes and benchmarks.

Expediting Swaps Trading in Charles River with OTCX

OTCX helps provide Charles River clients with the ability to seamlessly discover prices and negotiate interest rate swaps, overnight index swaps, inflation swaps, and cross currency.

Applying MSCI’s Fixed Income Performance Attribution in Charles River

Charles River will be joined by MSCI where they’ll discuss and demo applications of MSCI’s Fixed Income Performance Attribution model in Charles River.

Product Highlights

Managing ESG-Driven Portfolios and Strategies in Charles River

Demo and panel discussion about Charles River’s approach to supporting ESG investing in the front office and integrating ESG across the entire organization.

Next-Gen Enterprise Data Management in the Alpha Data Platform

State Street Alpha is launching the next generation of EDM solutions, built on a cloud-deployed, open architecture platform leveraging the latest technologies.

State Street Alpha Managed Account Services

State Street Alpha Managed Account Services supports and streamlines the management, operation, and distribution of discretionary SMA and model-based SMA/UMA strategies.

Streamlined Upgrades with the Charles River Automated Regression Testing Service

We have built an integrated Automated Regression Testing Service that aims to streamline the efficient adoption of upgrades and enhancements.

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