Next Level Learning

Educational Services & Training

Next Level Learning IconThe CRD Educational Services team will be offering regular opportunities to enrich and expand your knowledge and use of the Charles River IMS. Using a webinar format, our trainers will share product “how to’s” and best practices for different components and workflows used within the Charles River IMS.

After attending these 60-90 minute sessions, participants will come away with a greater understanding of the topic presented, improved confidence in how it’s used, and resource material that can be referenced long after the webinar is over.

A 10-session webinar training package can be purchased for $1,340.00. Please email training@crd.com with questions or to purchase a webinar training package.

FEBRUARY CLASSES

Get Started on the Right Foot: Charles River 101

DATE: 2/16/2021
TIME: 11:00 AM EST
COST: $149

An introduction to the Charles River IMS; the intent is to familiarize participants with basic Charles River functionality and workflow prior to attending other course offerings.

IBOR - Configuring IBOR and Managing Position Changes

DATE: 2/19/2021
TIME: 6:00 AM EST
COST: $149

During this session, attendees will take a tour of the Investment Book of Record (IBOR) workspace and learn to process several types of scenarios including corporate actions, reconcilement outside of and within tolerances, and matching pairs.

The Eligible Broker Bar

DATE: 2/25/2021
TIME: 9:00 AM EST
COST: $149

Attendees in this session will have the opportunity to learn how to set up brokers and appropriate placement rules, see the results of approved or unapproved orders and understand how to use the split by allocation functionality.

MARCH CLASSES

Capturing Proposed Orders in the Idea List

DATE: 3/4/2021
TIME: 4:00 PM EST
COST: $149

Come and explore a feature available for Portfolio Managers to help support their decision making process.  Attendees will see how to create an Ideas List designed to house and allow examination of proposed orders without impacting current holdings from within the Manager Workbench.  We will then examine some of the quantity source abilities available to template columns within Layout Designer.

Tips and Tricks to Navigate and Configure the Compliance Workspace

DATE: 3/8/2021
TIME: 11:00 AM EST
COST: $149

The Compliance Workspace is a central work area for compliance monitoring and response.  Come experience the Workspace and learn some tips and tricks to its use and other various Compliance features.

PMAR in the Manager Workbench

DATE: 3/16/2021
TIME: 11:00 AM EST
COST: $149

Learn the “how-to’s” behind using Charles River Performance to provide real-time integration with Charles River Manager Workbench; enabling users to directly access all return, contribution, attribution and risk data for each portfolio, for a variety of timeframes and user-defined classification levels.

Introducing the New Account Privileging Model (v. 19R1 and after)

DATE: 3/19/2021
TIME: 11:00 AM EST
COST: $149

Join us as we review the new account privilege model for System Administration.  Attendees will have the opportunity to see the model as the instructor steps through a number of exercises and discuss the structure.

Exploring Central Workbench and Functionality for Sleeve Modification

DATE: 3/29/2021
TIME: 11:00 AM EST
COST: $149

The Central Workbench is a set of task oriented views used for managed accounts and their models.  In this class the instructor will take participants through a series of exercises in the workbench to demonstrate various features and workflows.  Exercises will include a partial rebalance driven from a UMA Model change, creating a manager swap, and divesting with freeze capabilities.

APRIL CLASSES

Get Started on the Right Foot: Charles River 101

DATE: 4/1/2021
TIME: 11:00 AM EST
COST: $149

An introduction to the Charles River IMS; the intent is to familiarize participants with basic Charles River functionality and workflow prior to attending other course offerings.