Charles River Webinars

New Feature Spotlight: 23R3

Come join us for another New Feature Spotlight Webinar as we turn our sights to Charles River Version 23R3. With a host of new features, version 23R3 will help your firm become more flexible, aid efficiency, and increase your visibility as to what is happening in the system.

We will discuss and demonstrate some highlights from our latest release, covering the drivers behind the updates and the benefits of the new features and enhancements.

Investing in Private Markets

Growth in the private markets is poised to accelerate over the next 5 years, driven by investors’ search for alpha and diversification, macroeconomic factors, and expansion into the retail space.

Experts from Charles River and State Street Alpha® for Private Markets will discuss how investors are using technology to manage their Private Debt, Private Equity, Real Estate and Infrastructure investments and achieving a holistic view of their portfolios across both public and private markets.

Our On-Demand Replays:

  • Streamlining Multi Asset Trade Allocation
  • Managing Current Risks in the Securitized Product Market with Charles River® and MSCI
  • FX Trade Automation with Charles River IMS & FX Connect®
  • New Feature Spotlight: 23R2 Feature Set Preview
  • Charles River Partner Ecosystem Update
  • Managing Fixed Income New Issuances
  • Maximize Employee Learning with Flexible Training in CRD Academy
  • The Cloud-Native Transformation of Charles River IMS
  • Maximize Your Potential with Charles River 23R1
  • Preparing for the Coming T+1 Change in 2024
  • Enterprise Data Management Capabilities in the State Street Alpha® Data Platform
  • Fixed Income Trading in Charles River IMS
  • Evolution of the Charles River and Qontigo Partnership
  • Portfolio Personalization & Direct Indexing
  • The Evolution of the Charles River and MSCI Partnership
  • Leveraging Collateral Management Capabilities in Charles River
  • Portfolio Management & Risk Analytics: Evolution and Strategic Direction

Featured Webinars

MMI Webinar: The Evolution of Direct Indexing: Product to Platform
ACCELERATE FINANCIAL SERVICES Snowflake Webinar

Upcoming Industry Events

BISA 2024 Annual Convention

BISA 2024 Annual Convention

Meet Charles River representatives and network with wealth experts at BISA’s annual convention which strives to foster innovation for future success, encapsulated in the theme, “Innovate Today. Thrive Tomorrow.”

In today’s rapidly changing landscape, staying ahead requires innovative thinking, creative solutions, and forward-looking strategies.

March 5-8     I    Hollywood, FL
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InvestOps 2024

InvestOps 2024

Join Charles River at InvestOps 2024, the world’s leading buy side investment operations conference.

Find out how to best navigate and thrive in these evolving market conditions by joining the world’s largest Investment Operations conference. Benchmark with the most influential COOs and Heads of Investment Operations from leading firms and gain insights.

March 11 – 13, 2024    I    Florida
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2024 MMI Summit

2024 MMI Summit

Join Charles River for MMI’s annual leadership event for two days of elevated perspectives, thought-provoking insights, and dedicated time for small group, peer to peer discussions. Don’t miss this unique chance to explore key opportunities and challenges with the most innovative leaders in the advisory space. 

We are proud to be a Cobalt Partner for another consecutive year!

March 13 – 14, 2024    I    Florida
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IMAS Investment Conference & Masterclass 2024

IMAS Investment Conference

Join us to hear about today’s dynamic landscape for asset managers and emerging opportunities in digitization, generative AI, and the growing emphasis on ESG.

Asset managers have an opportunity to be champions of positive change by embracing an adaptive mindset and establishing a robust framework for seizing emerging opportunities.

March 27, 2024    I    Singapore
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2024 MMI Emerging Asset Managers Forum

Emerging Asset Managers Forum

Meet Charles River for this unique event for intermediary advisory management firms that provides strategies for managers to learn, adapt, and compete in this space. Exploration of critical success factors, including flexibility, alignment of key staff, decision making, and industry trends will be covered.

We are proud to be a Cobalt Partner for another consecutive year!

April 17 – 18    I    New York, NY
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TradeTech Europe 2024

TradeTech Europe 2024

Meet Charles River at TradeTech 2024, where you can learn, network and collaborate with leading buy side heads of equity trading.

Join the Trade Automation Panel Discussion to hear Charles River discussing how to build the right functionalities into a multi-asset OEMS to ensure it is fit for purpose and can boost auto-execution capabilities.

April 22 – 24, 2024    I    France
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