Introducing FundGuard Investment Accounting in Charles River

Our partnership with FundGuard provides an AI-powered, cloud-native, and multi-asset class investment accounting platform for asset managers and asset owners. This helps firms simplify their operating model by consolidating multiple books of record and legacy accounting systems.

Charles River will be joined by FundGuard for a discussion and overview of their solution in Charles River IMS.

Leveraging the Axioma Portfolio Optimizer™ in Charles River

The combination of Charles River’s portfolio management capabilities and the Axioma Portfolio Optimizer provide managers with a robust toolkit to construct portfolios, test strategies and obtain unique insights into drivers of risk and return. 

2022 MMI Annual Conference

Fixed Income Leaders Summit

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

Nov 23-24   I   Singapore
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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

Introducing FundGuard Investment Accounting

Our partnership with FundGuard provides an AI-powered, cloud-native, and multi-asset class investment accounting platform for asset managers and asset owners.

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.

Leveraging the Axioma Portfolio Optimizer™

The combination of Charles River’s portfolio management capabilities and the Axioma Portfolio Optimizer provide managers with a robust toolkit to construct portfolios and test strategies.

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.

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.

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.

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

Streamlining Compliance Across Jurisdictions with the Charles River LawCard® Solution

Our solution helps reduce burdens required to remain compliant.

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.

Introducing CRD Academy

With CRD Academy, our online learning platform, clients can access virtual instructor-led and self-paced training to gain an in-depth understanding of Charles River IMS.

Next-Gen EDM in the State Street Alpha℠ Data Platform

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

Trade Automation and the Broker Wheel

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

State Street Alpha℠ Managed Account Services

Alpha SMA supports & streamlines the management, operation, and distribution of discretionary and model-based SMA/UMA strategies.

Fixed Income Execution Management

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

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.

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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