Video Library

Charles River Partner Series:

The Evolving Role of the Fixed Income O/EMS, Partner Ecosystem and Buy-Side Trader

Vidya Guruju, Product Manager, Fixed Income Trading at Charles River Development, talks to TRADE TV at this year’s Fixed Income Leader’s Summit about the evolution of the combined EMS & OMS platforms and the continued importance of high-touch trading in fixed income.

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Charles River Partner Series:

Expanding Trade Automation in Global Fixed Income Markets

Michael Beattie, Director of Product Strategy, discusses the future of Fixed Income Trade Automation and the build-out of Charles River’s partner ecosystem, which provides BuySide clients with seamless access to global liquidity venues.

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Charles River Webinar:

The Renewed Focus on Households in Portfolio Management

Evolving investor needs and expectations are driving wealth management firms to reconsider traditional account driven portfolio management standards in favor of a more holistic and tax advantaged household-level approach. Offering these solutions at scale requires an open and extensible technology platform that meets the unique requirements of each firm’s investment process and product mix. Join Charles River’s Nick Diodati, Cem Er and Paul Ahern of Winslow Capital Group to learn what’s driving wealth manager’s interest in household level solutions, and the role of technology in enabling those capabilities

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Charles River Partner Series:

Supporting Trader Requirements with an O/EMS

Alun Cutler, Director of Product Management at Charles River A State Street Company, talks to TRADE TV at this year’s TradeTech conference about key benefits and differentiators of the multi-asset OEMS for Buy-Side firms.

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The Changing Role of the Buy-Side Middle Office

Supporting new investment products, keeping pace with expanded regulatory reporting requirements and providing the front office with timely cash and position data places increasing demands on the buy-side middle office. The industry drive toward shortened settlement times and collateralized derivatives transactions present additional challenges. Against this backdrop, firms need to consider whether to outsource their middle office or maintain these critical functions in-house. Join product specialists to hear how a unified front and middle office platform can help firms deal with these challenges while streamlining their investment processes and reducing operational risk and cost.

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Charles River Partner Series:

The Downsized Fixed Income Trading Desk: Technology Challenges & Opportunities

Amid electronification, regulatory change and the replacement of LIBOR, perhaps the biggest trend in fixed income markets is the downsizing of the trading desk, says Vidya Guruju, product manager for Charles River Development, a State Street Company. Speaking with TABB Group analyst Colby Jenkins at TABB’s 2019 Fixed Income Summit in February, Guruju explains how the need for traders to focus on high-risk orders and offload and automate low-touch orders is shaping the opportunity for OMS and EMS providers.

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Charles River Partner Series:

Buy-Side Collateral Management Challenges

Charles River’s Alun Cutler discusses the regulatory challenges driving the adoption of Buy-Side Collateral Management solution at InvestOps. With multiple touch points across the front and middle office, an integrated solution that meets the needs of portfolio managers, traders, compliance officers, and operations staff can help firms meet these challenges in a cost effective manner.

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