Charles River & State Street Webinars

New Feature Spotlight: 24R1

Come join us for another New Feature Spotlight Webinar! 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.

Managing Surging Margin Requirements in Charles River IMS with Cassini

Margin requirements have soared across futures, options, and OTC markets over the past five years, resulting in a tangible impact on collateral drag and ultimately affecting firms’ profit and loss statements. The increased burdens to satisfy margin calls are having a negative effect on performance and portfolio agility, pressuring firms to prioritize margin optimization at every stage of the trade lifecycle.

A discussion on the circumstances leading to skyrocketing margin requirements, margin optimization strategies, and how technology can help address these challenges.

How T+1 Can Optimize Workflow Through Technology

In this session, we explore how investment institutions can drive growth through technology-led workflow optimization, as they adapt to the T+1 settlement rule for North America and Canada.

Additionally, we dive into how process automation and core service providers are key to enabling regulations, compliance and better outcomes for investors. The session will also include topics such as settlement, clearing, foreign exchange and ETFs.

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
Learn More

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:

  • 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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