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
2022 Webinar 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.
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.
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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