Charles River Webinars
Navigating the Dynamic Wealth Management Industry with Charles River
Shifting trends and dynamic changes are shaping today’s wealth management industry. Personalization, fractional shares and lower fees, technology advancements, and the generational wealth transfer will transform the industry.
At Charles River, we see this larger picture as well as what our wealth clients experience in their day-to-day business operations. We’ve aligned our Wealth Management Solution to respond to our clients’ needs today and to position for the future.
Hear our subject matter experts discuss these trends and the offerings within Charles River’s Wealth Management Solution.
Streamlined Fixed Income Trading with Charles River IMS
On a daily basis, fixed income portfolio managers and traders contend with ever-changing geopolitical turmoil and volatile markets while striving to meet best execution. To streamline their workflows outside of current circumstances, they need flexible, automated tools across the front office to facilitate communication, price discovery, and liquidity management.
Join Charles River Fixed Income experts where they’ll discuss current themes and trends in the market, and how Charles River’s fixed income EMS capabilities support managers and traders. We will also demonstrate current fixed income capabilities in Charles River IMS and planned enhancements.
Efficient Primary Markets Workflows with Charles River IMS and DirectBooks
Traditional new issuance workflows are challenged by multiple inefficiencies and time-consuming manual processes. Charles River has partnered with DirectBooks to provide a digitized workflow that helps streamline the new issue process from security setup to interest registration. Investment professionals benefit from lower operational risk, consistent data quality, and a single aggregated view of the market in Charles River IMS.
Upcoming Industry Events
Sydney Cutter Connect 2024
Join Cutter Associates members to discuss the latest trends impacting financial technology and investment ops.
The exclusive members-only event brings together industry leaders from global asset manager and asset owner communities.
September 11-12, 2024
Sydney, Australia
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InvestOps Europe
Network with Charles River representatives and hear how your peers are preparing for T+1 and streamlining data source for front-to-back workflow operations.
Join us at the FundGuard booth #31 for cocktails and learn more about the Charles River Investment Accounting solution.
September 23-25, 2024
London, UK
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Fixed Income Leaders Summit
Connect with Charles River and collaborate with Europe’s leading Heads of Fixed Income Trading and Portfolio Management.
Gain practical insights on how to adapt your execution and investment strategy and future-proof your desk.
October 3-4, 2024
Paris, France
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2024 MMI Annual Conference
Join us soon for a who’s-who of thought leaders and decision-makers from across the wealth industry to debate the critical factors and strategies that will drive success over.
Proud to be a Cobalt Sponsor for the 5th year in a row!
October 15-17, 2024
Charlotte, NC
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Our On-Demand Webinar Replays:
- Managing Corporate Action Elections with Charles River IMS
- New Feature Spotlight: 24R1
- Managing Surging Margin Requirements with Cassini
- Enterprise Data Management and AI for Data Quality
- Simplifying OTC Compression with Charles River OEMS
- State Street Alpha for ETFs
- Equity EMS
- Investing in Private Markets
- New Feature Spotlight: 23R3
- IBOR – Cloud-Native and Real Time Position and Cash Management
- 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®
- 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
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