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Video Library

The Trade - Trade TV LogoCharles 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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The Trade - Trade TV LogoCharles 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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Webinar Replay BannerCharles 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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The Trade - Trade TV LogoCharles 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 OfficeThe 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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Video Evolution of the Smart OEMSEvolution 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.

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InvestOps Driving Collateral ManagementCharles 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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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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Charles River Partner Series:

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 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.

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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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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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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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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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Video-MBeattieStreamline 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:

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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