Video Library

Two Minute Take OEMS ComboInnovative Trade Analytics in the OEMS

A number of innovative trade analytics applications can now be accessed from buyside Order & Execution Management Systems (OEMS). Ensuring successful deployment of those apps requires an open architecture and a rich store of historic trade, order and pricing data. CRD product specialists discuss the emerging vendor ecosystem facilitated by the OEMS.

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Two Minute Take OEMS ComboTransitioning to the OEMS – PREMIERE EPISODE

A combined Order and Execution Management system improves access to liquidity and provides traders with superior decision support and a platform for collaborating with portfolio managers. Charles River Development product specialists discuss key buy-side industry trends and technology solutions in this series of two minute videos.

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Charles River Managing Funds by Strategy Building Smarter Portfolios Using Factor Models Across the Investment Process

As institutional portfolios grow in size and complexity, factor models play increasingly important and versatile roles across the buy-side investment process. Join Dan diBartolomeo, President of Northfield Information Systems and Katya Taycher, Director of Product Management at Charles River for a panel discussion on how firms are using factor models to improve risk and portfolio management decision making, support innovative investment products, and enable their technology platform to support timelier insight into risks and opportunities.

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Charles River Managing Funds by Strategy Managing Funds by Strategy: Decoupling from the Back Office

Charles River hosted a panel discussion to understand how investment technology is evolving to help fund managers combat margin compression, address growing regulatory mandates and support innovative new products. By decoupling their investment process from back office accounting systems, firms obtain an investment-centric view of their portfolios that enables innovation and reduces manual workflows.

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Controlling Multi-Asset Risk with an Order and Execution Management System

Growing buy-side adoption of cross-asset strategies adds new risks and complexity to a trader’s workload. In this interview, Charles River’s Alun Cutler discusses how a multi-asset order and execution management system (OEMS) helps firms support those strategies effectively while minimizing trade risk.

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Charles River Partner Series:

Supporting Multi-Asset Product Management with Cloud-based Technology & Workflow Automation

Responding to growing regulatory burdens and margin compression, buy-side firms are migrating to the cloud, automating workflows and launching multi-asset-class solutions. Dan Daum, Charles River Development and Dayle Scher, TABB Group, discuss.

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Charles River Partner Series:

Optimizing Fixed Income Execution

With the launch of MiFID II and 100+ new venues, fixed income firms are challenged to leverage the growing volumes of trade data. We explore how an OEMS helps the buy-side navigate the new trading landscape and emerging data management technologies.

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On Demand Webinar:

A Holistic View of Risk & Return:
Convergence of Technology & Portfolio Management


Warren Sherman,
Senior Consultant, Risk Solutions at Accenture, Katya Taycher, FRM, Director, Product Management, and Arun Kumar, CFA, CIPM, Product Manager, Performance & Risk, of Charles River Development, discuss the industry & technology trends toward providing portfolio managers with a holistic view of risk & return. Presented: June 21, 2017

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On Demand Webinar:

Respond to Market Demands Through Best Execution


Lew Knox, Executive Director, Institutional Investor TraderForum
, and Shawn Kenyon, Senior Product Manager at Charles River, discuss a framework that allows traders to respond to market challenges and ensure compliance with emerging regulatory requirements. Topics include price discovery, broker and venue selection, execution analysis, result monitoring and reporting. Presented: May 3, 2017

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The Benefits of a Single MiFID II Solution

Technology plays a key role in ensuring that firms will be ready to meet these requirements. Charles River’s Alun Cutler discusses the advantages of an end-to-end platform over multiple disparate systems for ensuring MiFID II compliance.

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Panel DiscussionExploring the Changing Portfolio Decision Support Landscape

The growing focus on risk throughout the buy-side investment process and the emerging class of factor-based products present institutional asset managers with several challenges and opportunities.
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Solution de contrôle et automation au service de la banque privéeOliver Wery

Charles River Senior Business Consultant, Olivier Wery explique comment la solution de gestion de patrimoine de Charles River soutient les divers besoins des conseillers, des banquiers privés et des gestionnaires de patrimoine grâce à ses solutions front et middle office.

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Consistent and Accurate Risk Data and Analytics Consistent and Accurate Risk Data and Analytics

Charles River Product Directors and Partners discuss how asset managers use the Charles River Investment Management Solution to automate and streamline their investment process. Centralized capabilities provide a consolidated and comprehensive view of holdings and exposures, allowing managers to respond faster to market opportunities and risks.

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GSDS aosphereGlobal Shareholder Disclosure: Challenges and Solutions

Clare Godson, Executive Director at aosphere discusses three global shareholder disclosure challenges facing buy-side firms in a rapidly changing regulatory environment.
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Charles River Partner Series:

mvilen_thomson_reutersEnsuring High Quality Data Across the Buy-side Investment Process

Marika Vilen, Global Head of Partners, Financial and Risk at Thomson Reuters shares her thoughts on the critical role of pricing and reference data across the buy-side investment process.
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Charles River Partner Series:

Streamlining Buy-Side FX Trading360t-matt-ohara

Learn how 360T Trading Networks partners with Charles River to help buy side firms manage all of their FX needs on a single platform. Institutional investment managers leverage streamlined workflows for generating orders, accessing liquidity, and analyzing trade execution quality.
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Charles River Partner Series:

northfieldUsing Factor Models to Build Better Portfolios

Dan DiBartolomeo, President of Northfield Information Services discusses how Northfield’s multi-asset factor model helps Charles River’s buy-side clients gain insight into portfolio risk factors, optimize their portfolios and attribute manager performance.
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Charles River Partner Series:

Ascendant-videoMeeting Buy-Side Compliance Challenges

Keith Marks, Senior Vice President of Ascendant Compliance Management discusses Ascendant partners with Charles River to help buy side firms adapt to growing regulations using forensic data analysis.
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Simplifying Buy-Side Operations with SaaSTom Driscoll

Tom Driscoll, Global Managing Director, on the benefits of combining software, data, infrastructure, FIX Network and other services with Charles River’s SaaS-based deployment.
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katya-150Risk Management & Stress Testing – Part 1 and 2

Katya Taycher, Director of Product Management, discusses how Charles River IMS provides portfolio managers, risk analysts and compliance officers with extensive decision support and risk management capabilities.
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Peter_Sherriff-smThe Wealth Market in Asia – Part 1 and 2

Peter Sherriff of Charles River discusses how local banks in Asia need to approach the build-out of their technology as part of a strategy to grow their wealth management offerings.
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Data ServiceCharles River Data Service: Delivering Fit-for-Purpose Data

The Charles River Data Service provides a single, comprehensive and cost-effective data feed across all asset classes and instruments. Find out how Charles River helps clients improve investment decision making, lower integration costs and improve operational efficiency. Running time 2:48.
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video PetersonClient Interview: Causeway Capital Management LLC

Learn how Causeway Capital Management LLC uses the Charles River APIs to create “beautifully enriched data”.
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Charles River Partner Series:

video-TIReal-Time Decision Support with Charles River TCA

Find out how Trade Informatics TCA helps Charles River’s clients maximize alpha, reduce costs, and achieve best execution. Running time 2:16.
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Charles River Partner Series:

video-kcgNew Directions in Fixed Income Trading

Find out how KCG BondPoint provides Charles River clients with access to live, streaming Fixed Income liquidity. Running time 1:52.
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