Upcoming & Recent Webinars

Charles River Partner Ecosystem Update: Market-Leading Capabilities Accessible through a Single Platform

Charles River’s open architecture platform enables us to integrate third-party solutions that help our clients address the requirements of their product and asset class mix. Our Partner Ecosystem offers market-leading capabilities seamlessly integrated with our platform, providing a seamless and simplified client experience.

Join us for our next Explore & Learn webinar with Charles River product experts to hear the rationale and approach underpinning our partnership strategy.

Managing Fixed Income New Issuances

Learn about our fixed income primary market issuance capabilities in Charles River IMS. Primary issuance workflows are often beset by inefficiencies that can increase risk and reduce productivity.

Charles River, in partnership with 3rd parties, have developed a seamless workflow that streamlines the management of new issues. Global coverage for security set-up and straight-through processing for registering interest and receiving allocations help our clients improve decision making eliminate manual processes.

Upcoming Industry Events

Fixed Income Leaders Summit EMEA

Fixed Income Leaders Summit

Connect with Charles River and collaborate with Europe’s leading Heads of Fixed Income Trading and Portfolio Management to discuss the latest challenges and opportunities.

October 2-4    I    Barcelona
Register Now

Wealth Management and Capital Markets Forum

Wealth Management and Capital Markets Forum

Join investment industry experts as they explore new products and digital capabilities that firms are utilizing to offer more holistic solutions.

October 3   I  New York, NY
Register Now

2023 MMI Annual Conference

MMI Annual Conference

Join us for a who’s-who of thought leaders and decision-makers from across the wealth industry to examine and debate the critical factors and strategies that will drive success over.

October 11-13   I   Austin, TX
Register Now

2023 Explore & Learn Webinars

Partner Highlights

Evolution of the Charles River and Qontigo Partnership

The Charles River and Qontigo partnership has provided firms with actionable performance and risk analytics across the investment lifecycle. Hear Charles River and Qontigo product experts discuss the synergies derived from the partnership, how they innovate to help solve client challenges, and what’s on the horizon.

The Evolution of the Charles River and MSCI Partnership

Our partnership has enabled asset managers to quickly implement risk-informed investment decisions, provide a consistent view of risk and performance analytics, and unlock operational efficiencies through a common data infrastructure. Experts discuss how they innovate to help solve client challenges, and what’s on the horizon.

Product Highlights

Maximize Employee Learning with Flexible Training in CRD Academy

Learn how our online learning platform can help solve for many employee training challenges through self-paced courses in a virtual classroom to gain an understanding of Charles River’s technology and services, workflows and best practices.

The Cloud-Native Transformation of Charles River IMS

Charles River IMS has been evolving to a future-ready, cloud-native platform. Learn how we have re-architected the platform and products to help customers solve tangible business problems and position for future growth.

Maximize Your Potential with Charles River 23R1

Delivering new capabilities on a consistent basis is one of our highest priorities and we are committed to helping you get the most out of your investment in Charles River IMS. A discussion and demo from our latest release.

Preparing for the Coming T+1 Change in 2024

The SEC has finalized its rule that will require trade settlement to shift from T+2 to T+1 in May 2024. Failure to adhere may incur fines, sanctions, and risk to the firm’s reputation. Watch our discussion on the impacts, readiness, and how we are responding.

EDM in State Street Alpha Data Platform

Enterprise Data Management (EDM) capabilities in the Alpha Data Platform (ADP) help clients manage and master the data required to inform their portfolio management, risk, trading and compliance processes.

Fixed Income Trading in Charles River IMS

Fixed income portfolio managers and traders contend with ever-changing geopolitical turmoil and volatile markets while striving to meet best execution. Learn about the latest fixed income trading capabilities and planned enhancements.

Portfolio Personalization & Direct Indexing

Forms of portfolio personalization are continuing to gain market share and have significant potential for industry disruption. We drill down into the specific value proposition of portfolio personalization through Tailored Portfolio Solutions.

Leveraging Collateral Management Capabilities

Charles River offers embedded collateral management capabilities across the entire collateral lifecycle, supporting margin exchange on all product types in one place to meet regulatory requirements and mitigate risk.

Portfolio Management & Risk Analytics

Now more than ever, portfolio managers need efficient and scalable technology capabilities to thrive in volatile markets. Portfolio Management & Risk Analytics  provides a centralized and flexible solution to enhance efficiency and streamline processes across the investment lifecycle.

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