Charles River & State Street Webinars
Managing Corporate Action Elections with Charles River IMS
The growing complexity and volume in the corporate actions space has created more urgency for automated processes and greater collaboration and transparency between the front and middle offices.
Charles River’s Corporate Actions offering helps facilitate the process with an integrated portfolio manager experience that provides voluntary event notifications and election management through the Charles River Manager Workbench.
New Feature Spotlight: 24R1
In this session we turn our sights to Charles River Version 24R1. With a host of new features, version 24R1 can help your firm become more flexible, aid efficiency, and increase your visibility into what is happening in the system.
John Haas, Trainer and Instructional Designer at Charles River, and Julie Cochrane, Vice President and Senior Manager of Educational Services, 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.
Upcoming Industry Events
Investment Data & Technology Summit
Join us at Australia’s largest, most well-attended Summit to discuss how institutions can manage the evolving role of both front office data and technology in investment management.
It examines themes such as data governance, technology architecture and business efficiency.
Sept. 4, 2024 I Sydney, Australia
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Sydney Cutter Connect 2024
We are looking forward to joining Cutter Associates members in Sydney to discuss the latest trends impacting financial technology and investment ops.
Our exclusive members-only event brings together industry leaders from across the global asset manager and asset owner communities.
Sept. 11-12, 2024 I Sydney, Australia
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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.
Oct. 3-4, 2024 I Paris, France
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Our On-Demand Webinar Replays:
- 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®
- 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
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