Upcoming Charles River Webinars

Introducing CRD Academy

Join us for our next Charles River Explore & Learn webinar to find out about CRD Academy, our new online learning platform. CRD clients can access both virtual instructor-led and self-paced training to gain an in-depth understanding of Charles River IMS technology and services, workflows and best practices. View a demo on how clients are leveraging CRD Academy to meet their training needs and gain proficiency across Charles River’s front and middle office modules.

Streamlining Compliance Across Jurisdictions with the Charles River LawCard® Solution

Join our discussion on how Charles River’s LawCard Solution helps reduce the administrative and cost burdens required to remain compliant with investment guidelines and informed of regulatory changes across jurisdictions. Navigating the shifting regulatory environment presents distinctive challenges for investment managers. Asset managers conducting business within different jurisdictions must comply with multiple regulations and regulators, adding layers of complexity.

Upcoming Industry Events


AM Tech Day

Join us for AM Tech Day where we analyse the consequences of the democratisation of investment, ESG management, which can be tailored to fit managers’ convictions, and the growing interest in cryptos.

October 4  I  Paris

Fixed Income Leaders Summit

Fixed Income Leaders Summit

Charles River’s Mike Beattie and other leading EMEA Buy Side Heads discuss how to create the perfect trading toolbox to efficiently trade bonds in different market scenarios.

October 4-6  I  France

2022 MMI Annual Conference

MMI Annual Conference

Join Charles River and industry experts as they discuss the accelerated transformation in the investment advisory arena and key trends shaping the future of investment advice and solutions.

October 19-21  I  Nashville

2022 MMI Annual Conference

Sydney Cutter Connect 2022

Charles River is looking forward to joining Cutter Associates members in Sydney to discuss the latest trends impacting financial technology and investment operations.

November 16   I   Sydney

2022 MMI Annual Conference

Fixed Income Leaders Summit

Join Charles River and other APAC industry experts as they discuss the challenges and opportunities impacting the regions trading landscape at the largest gathering of buy side fixed income trading leaders.

November 23-24   I   Singapore

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

Streamlining Primary Market Issuance in Charles River with DirectBooks

Learn about Charles River and DirectBooks’s partnership and their primary market issuance capabilities and workflows in Charles River IMS.

Portfolio, Risk & Attribution Workflows for Munis Leveraging MSCI Analytics

A discussion and demonstrate portfolio and risk workflows in Charles River IMS using the MSCI Municipal Bond Factor Model.

Leveraging Qontigo’s Axioma MAC Risk Model in Charles River

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

Applying MSCI’s Fixed Income Performance Attribution in Charles River

Charles River and MSCI discuss and demo applications of MSCI’s Fixed Income Performance Attribution model in Charles River.

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.

Using Axioma Risk Analytics for Scenario Analysis

A demo of scenario analysis using Axioma and understanding the impact of rate hikes, currency moves and other factors on portfolios.

State Street Alpha℠ Benchmark Services Powered by RIMES

This partnership helps increasingly complex index needs and provide a centralized solution to aggregate indexes & 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.

Product Highlights

Trade Automation and the Broker Wheel

Learn how traders can leverage our broker wheel and multi-asset trade automation capabilities alongside our innovative partnerships.

Fixed Income Execution Management

The latest on fixed income execution and how webapps in our Inventory Hub are integral to providing release-independent capabilities.

Managing ESG-Driven Portfolios and Strategies

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

Next-Gen EDM in the Alpha Data Platform

We are launching the next generation of Enterprise Data Management solutions, built on a cloud-deployed, open architecture platform.

Topic Highlights

Focusing on Data Management & EDM

Charles River and State Street provide an enhanced Data Management Solution that will help enable investment firms’ business growth and spur innovation.

Portfolio Management & Risk Analytics

Charles River Portfolio Management & Risk Analytics combines all of the capabilities, data, analytics and benchmarks needed to manage multi-asset portfolios.

All about Trading & OEMS

Charles River Investment Management Solution provides a comprehensive Order and Execution Management Solution (OEMS) seamlessly integrated with data, FIX connectivity and trade analytics.

Wealth Management Solutions

Charles River’s  Wealth Management Solution aims to help wealth managers, private banks & financial advisors support all wealth products, enhance mobility, and efficiently manage their book of business.

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