Press Release

Charles River’s 2017 EMEA Client Conference Helps Buy-Side Firms Respond to Market, Regulatory and Business Change

March 15, 2017

London – More than 150 attendees representing over 40 firms from 16 countries participated in Charles River Development’s 2017 EMEA Client Conference, held March 7th and 8th in London. Charles River managers, clients and industry partners discussed current trends affecting buy-side firms in EMEA and globally as well as Charles River’s product road map. New capabilities were demonstrated in the Charles River Investment Management Solution (Charles River IMS) that address business needs in the front and middle office.

“Our conference was a great opportunity for clients to learn first-hand how Charles River IMS is helping firms bring investment products to market faster, deal more effectively with complex regulation, and reduce risk and cost through consolidation and standardization,” said Gavin Lavelle, Managing Director-EMEA, Charles River.

Highlights included a half-day workshop on preparing for MiFID II and sessions demonstrating recent innovations in multi-asset portfolio decision support and trading, as well as guidance on how to migrate to Software as a Service (SaaS). Attendees included investment executives, portfolio managers, traders, compliance and risk managers, business operations staff and data managers. Demonstrations showcased multi-asset decision support tools, IBOR and middle office capabilities, new risk and data management solutions, and Charles River’s compliance advisory services. Attendees also provided valuable feedback on the future direction of Charles River’s products and services.

The 2017 Charles River Global Client Conference will be held November 5-8 in Boca Raton, Florida.

About Charles River
Charles River enables sound and efficient investing across all asset classes. Over 350 firms worldwide use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution automates and simplifies investment management on a single platform – from portfolio decision support and risk management through trading and post-trade settlement, with integrated risk and compliance throughout. Headquartered in Burlington, Massachusetts, we support clients globally with more than 750 employees in 11 regional offices.