Charles River Webinars & Client Events

CLIENT EVENT: Charles River Client Connect

We invite all clients to join Charles River executives, product experts and your industry peers to learn how Charles River’s evolving offerings are helping businesses to drive innovation and growth.

LONDON May 12, 2026: Register Now

Multi-Asset Trading on Charles River IMS

Heightened volatility, rising trade volumes, and growing portfolio complexity are straining trading desks, as multi asset strategies with derivatives and FX exposure become the norm. At the same time, firms are increasingly productizing strategies as ETFs, accelerated by the SEC’s dual share class mandate. Together, these dynamics demand robust, scalable multi asset trading platforms capable of handling complexity and volume across asset classes.

Join our next Explore & Learn webinar hosted by Vidya Guruju, Director of Product Management and Sean Jacobs, Product Manager for User Experience, to learn more about the latest multi-asset trade automation, analytics and execution capabilities in Charles River IMS.

Managing the ETF lifecycle on Charles River IMS

ETF issuance and innovation continue to grow, driven by strong investor demand for low-fee, differentiated products that provide exposure to specific sectors, investment themes and geographies. The recent SEC dual share class mandate provides new opportunities for traditional mutual fund issuers to add ETF share classes within the same fund vehicle, providing investors with intraday liquidity and greater tax efficiency.

Featured Industry Events

MMI Alternative Investments Forum

2026 MMI Alternative Investments Forum

As a Cobalt Sponsor of the 2026 MMI Alternative Investments Forum, we’re partnering with peers to explore what’s next in private markets, alternatives and client outcomes. Visit our table to connect with our team and exchange insights.

June 10 , 2026   I    New York, NY
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Upcoming Industry Events

4th Private Markets Summit

4th Private Markets Summit

We’re attending TSAM New York, the leading forum where asset management professionals gather to tackle operational challenges, share practical insights, and connect with peers driving change across the investment landscape. We look forward to meeting you there!

May 14, 2026   I   Sydney
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11th Investment Data & Technology Summit

We’re attending TSAM New York, the leading forum where asset management professionals gather to tackle operational challenges, share practical insights, and connect with peers driving change across the investment landscape. We look forward to meeting you there!

August 25, 2026   I   Sydney
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TSAM New York

We’re attending TSAM New York, the leading forum where asset management professionals gather to tackle operational challenges, share practical insights, and connect with peers driving change across the investment landscape. We look forward to meeting you there!

Sept 22-23, 2026   I   New York, NY
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