Video Library
The Evolution of Direct Indexing
In this MMI Advisory Insights interview, Craig Pfeiffer, CEO of MMI, and Randy Bullard, Global Head of Wealth for Charles River Development, discuss the industry trends and innovations in technology that have enabled the recent surge in interest around direct indexing.
Leveraging MSCI’s Portfolio Analytics in Charles River
MSCI’s Jorge Mina and Charles River’s Matt Daly on how our partnership helps institutional investment managers leverage MSCI’s portfolio and risk analytics across asset classes from Charles River IMS.
Trader TV Interview with Charles River and BondCliq
Corporate bond traders have long been challenged by incomplete, stale or inaccurate pricing data. Charles River’s collaboration with pricing provider BondCliq changes this dynamic by helping ensure timely and comprehensive pricing data sourced from the largest broker/dealers.
Next Gen Tech Panel Discussion at TSAM Tech Show
Experts discuss how investment management technology solutions built on next generation, cloud-optimized architecture not only solve daily operational challenges, manage costs and risk, but also enable business growth through innovative capabilities.
Charles River Featured at TSAM Tech Show
Data leads for the State Street Alpha℠ team, discuss industry headwinds and shifting approaches to data management and how Charles River’s foundation in providing data management technology and services help firms navigate those shifts.
Charles River Featured at the A-Team Data Summit USA
Charles River’s Jeff Shortis was a keynote presenter at the Data Summit USA Virtual. View a recording of his presentation, “Re-thinking the Data Delivery Paradigm: Transitioning to the Next-Gen Data Warehouse.”
Streamlining Wealth Manager and Sponsor Communications with Charles River Wealth Hub
By automating and consolidating communications with multiple sponsors, the Charles River Wealth Hub helps wealth managers reduce operating costs and errors, improve communications and support increased use of models.
Charles River Featured at Microsoft Inspire Virtual Conference
President Spiros Giannaros participated in the “Financial Services Regulatory Compliance in the Cloud” session and was interviewed by Rupesh Khendry, Head of Capital Market Industry Solutions. Spiros and Rupesh discussed Charles River’s selection of Microsoft® Azure and how the Charles River IMS strategic cloud solution supports the specific security and regulatory needs of investment managers.
Charles River IMS on Microsoft® Azure
Charles River has collaborated with Microsoft to provide the foundation for a scalable, secure, and highly performant investment management platform. Our strategic cloud solution, Charles River IMS on Microsoft® Azure, enables timelier investment decisions, helps firms adhere to regulatory requirements, and scales seamlessly to support organic and acquisition-based business growth. A secure cloud environment that offers proactive threat monitoring and simplified disaster recovery allows managers to focus on serving the needs of their clients.
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.
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.
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.
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.
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.
Evolution of the Smart OEMS
In the past, buy-side firms had to purchase and integrate separate Order Management Systems (OMS) and Execution Management Systems (EMS), often from different vendors. This increased operational risk and system maintenance costs, limited trader productivity, and failed to capture critical data across the trade life cycle. Charles River solved this problem by creating a multi-asset Order and Execution Management System (OEMS) complete with data, FIX connectivity, Transaction Cost Analysis (TCA) and trade analytics. As part of the Charles River IMS, the OEMS provides traders with extensive decision support, streamlined workflows across asset classes and a rich repository of historical trade, order and counterparty data.
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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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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Charles River Partner Series:
Managing 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 with TradeTV 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.
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.
Solution de contrôle et automation au service de la banque privée
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
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.
Global 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:
Ensuring 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 Trading
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:
Using 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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Simplifying Buy-Side Operations with SaaS
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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The 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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Streamline the Fixed Income Investment Process
Find out how Charles River’s fixed income trading solution helps traders navigate multiple challenges in global fixed income markets.
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Charles River Partner Series:
Real-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:
New 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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Watch our 2 Minute Take Series
Charles River Development product specialists discuss key buy-side industry trends and technology solutions in this series of two minute videos.
Topics Include:
Innovative Trade Analytics in the OEMS
The Evolution of Transaction Cost Analysis in a Multi-Asset World
Enabling Enterprise Wealth Management
Manager Sponsor Communications in Wealth Management
Multiple Product Lines in Wealth Management
High Quality Data Delivered as a Service
Preparing for LIBOR’s Retirement
Scenario Analysis and Stress Testing
Evaluating Portfolio Risk & Performance on a Single Technology Platform
Supporting Smart Beta and other Factor-based Products with Technology
Scaling OCIO Services with an Enterprise Investment Management Solution
Insourcing vs Outsourcing Your Middle Office
Minimizing Failed Trades with a Unified Middle Office Solution
Expedited Trade Settlement and Post-Trade Processing
Managing Buyside Research Payments
How the Investment Book of Record Bridges the Gap Between the Front & Middle Office
