Next Level Learning
Educational Services & Training
The 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.
JUNE CLASSES
Exploring Central Workbench and Functionality for Sleeve Modification
DATE: 6/22/2021
TIME: 11:00 AM EDT / 4:00 PM BST
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.
Exploring Central Workbench and Functionality for Sleeve Modification
DATE: 6/23/2021
TIME: 8:00 AM AEST (6/22/2021 6:00 PM EDT)
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.
JULY CLASSES
Exploring a New Blotter View: The Eligible Broker Bar
DATE: 7/13/2021
TIME: 11:00 AM EDT / 4:00 PM BST
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.
Exploring a New Blotter View: The Eligible Broker Bar
DATE: 7/13/2021
TIME: 6:00 PM EDT / 8:00 AM AEST (7/14/21)
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.
PMAR Reporting: Analysis & Troublshooting
DATE: 7/16/2021
TIME: 5:00 AM EDT / 10:00 AM BST
COST: $149
In this session we will use PMAR for performance reporting, monitoring returns, multi-currency attribution, risk analysis, and troubleshooting.
PMAR Reporting: Analysis & Troublshooting
DATE: 7/16/2021
TIME: 11:00 AM EDT / 4:00 PM BST
COST: $149
In this session we will use PMAR for performance reporting, monitoring returns, multi-currency attribution, risk analysis, and troubleshooting.
Tips and Tricks to Navigate and Configure the Compliance Workspace
DATE: 7/19/2021
TIME: 11:00 AM EDT / 4:00 PM BST
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.
Tips and Tricks to Navigate and Configure the Compliance Workspace
DATE: 7/19/2021
TIME: 6:00 PM EDT / 8:00 AM AEST (7/20/21)
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.
Get Started on the Right Foot: Charles River 101
DATE: 7/21/2021
TIME: 11:00 AM EDT / 4:00 PM BST
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.
Get Started on the Right Foot: Charles River 101
DATE: 7/21/2021
TIME: 6:00 PM EDT / 8:00 AM AEST (7/22/21)
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.
Introducing the New Account Privileging Model (v. 19R1 and after)
DATE: 7/27/2021
TIME: 11:00 AM EDT / 4:00 PM BST
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.
Introducing the New Account Privileging Model (v. 19R1 and after)
DATE: 7/27/2021
TIME: 6:00 PM EDT / 8:00 AM AEST (7/28/21)
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.
AUGUST CLASSES
Corporate Actions & Reconciliation in Charles River IBOR
DATE: 8/2/2021
TIME: 5:00 AM EDT / 10:00 AM BST
COST: $149
During this session, attendees will discover how Charles River IBOR processes Corporate Actions and reconciles external data against internal positions.
Corporate Actions & Reconciliation in Charles River IBOR
DATE: 8/2/2021
TIME: 11:00 AM EDT / 4:00 PM BST
COST: $149
During this session, attendees will discover how Charles River IBOR processes Corporate Actions and reconciles external data against internal positions.
Uncovering the Secrets of Cash Management
DATE: 8/4/2021
TIME: 11:00 AM EDT / 4:00 PM BST
COST: $149
The Cash Flow Forecast is one of the principle tools in the Charles River IMS for viewing trade and settlement day cash. The session will examine key features and functionality within the workspace. We will review customization by adding the new FX view, create an FX trade, and reporting.
Uncovering the Secrets of Cash Management
DATE: 8/4/2021
TIME: 6:00 PM EDT / 8:00 AM AEST (8/5/21)
COST: $149
The Cash Flow Forecast is one of the principle tools in the Charles River IMS for viewing trade and settlement day cash. The session will examine key features and functionality within the workspace. We will review customization by adding the new FX view, create an FX trade, and reporting.
Enterprise Data Management in the Charles River IMS
DATE: 8/9/2021
TIME: 5:00 AM EDT / 10:00 AM BST
COST: $149
In this session attendees will explore the features in Enterprise Data Management (EDM) to help improve the consistency, accuracy, and transparency of security data across the enterprise.
Enterprise Data Management in the Charles River IMS
DATE: 8/9/2021
TIME: 11:00 AM EDT / 4:00 PM BST
COST: $149
In this session attendees will explore the features in Enterprise Data Management (EDM) to help improve the consistency, accuracy, and transparency of security data across the enterprise.
PMAR: Analysis in the Manager Workbench
DATE: 8/17/2021
TIME: 5:00 AM EDT / 10:00 AM BST
COST: $149
Charles River PMAR provides real-time integration with Charles River Manager Workbench; enabling fund managers to directly access all return, contribution, attribution and risk data for each portfolio, for a variety of timeframes and user-defined classification levels.
PMAR: Analysis in the Manager Workbench
DATE: 8/17/2021
TIME: 11:00 AM EDT / 4:00 PM BST
COST: $149
Charles River PMAR provides real-time integration with Charles River Manager Workbench; enabling fund managers to directly access all return, contribution, attribution and risk data for each portfolio, for a variety of timeframes and user-defined classification levels.
Get Started on the Right Foot: Charles River 101
DATE: 8/20/2021
TIME: 11:00 AM EDT / 4:00 PM BST
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.
Tips and Tricks to Navigate and Configure the Compliance Workspace
DATE: 8/26/2021
TIME: 11:00 AM EDT / 4:00 PM BST
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.
Tips and Tricks to Navigate and Configure the Compliance Workspace
DATE: 8/26/2021
TIME: 6:00 PM EDT / 8:00 AM AEST (8/27/21)
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.
Exploring Central Workbench and Functionality for Sleeve Modification
DATE: 8/30/2021
TIME: 11:00 AM EDT / 4:00 PM BST
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.
Exploring Central Workbench and Functionality for Sleeve Modification
DATE: 8/30/2021
TIME: 6:00 PM EDT / 8:00 AM AEST (8/31/2021)
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.
SEPTEMBER CLASSES
Corporate Actions & Reconciliation in Charles River IBOR
DATE: 9/3/2021
TIME: 11:00 AM EDT / 4:00 PM BST
COST: $149
During this session, attendees will discover how Charles River IBOR processes Corporate Actions and reconciles external data against internal positions.
Get Started on the Right Foot: Charles River 101
DATE: 9/8/2021
TIME: 11:00 AM EDT / 4:00 PM BST
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.
Get Started on the Right Foot: Charles River 101
DATE: 9/8/2021
TIME: 6:00 PM EDT / 8:00 AM AEST (9/9/2021)
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.
Exploring a New Blotter View: The Eligible Broker Bar
DATE: 9/9/2021
TIME: 11:00 AM EDT / 4:00 PM BST
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.
Exploring a New Blotter View: The Eligible Broker Bar
DATE: 9/9/2021
TIME: 6:00 PM EDT / 8:00 AM AEST (9/10/2021)
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.
Capturing Orders using Idea Lists & In-kind Trading with Manager Workbench
DATE: 9/13/2021
TIME: 11:00 AM EDT / 4:00 PM BST
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.
Capturing Orders using Idea Lists & In-kind Trading with Manager Workbench
DATE: 9/13/2021
TIME: 6:00 PM EDT/ 8:00 AM AEST (9/14/2021)
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.
Introducing the New Account Privileging Model (v. 19R1 and after)
DATE: 9/15/2021
TIME: 11:00 AM EDT / 4:00 PM BST
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.
Introducing the New Account Privileging Model (v. 19R1 and after)
DATE: 9/15/2021
TIME: 6:00 PM EDT / 8:00 AM AEST (9/16/21)
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.
PMAR Reporting: Analysis & Troublshooting
DATE: 9/20/2021
TIME: 5:00 AM EDT / 10:00 AM BST
COST: $149
In this session we will use PMAR for performance reporting, monitoring returns, multi-currency attribution, risk analysis, and troubleshooting.
PMAR Reporting: Analysis & Troublshooting
DATE: 9/20/2021
TIME: 11:00 AM EDT / 4:00 PM BST
COST: $149
In this session we will use PMAR for performance reporting, monitoring returns, multi-currency attribution, risk analysis, and troubleshooting.
Enterprise Data Management in the Charles River IMS
DATE: 9/24/2021
TIME: 11:00 AM EDT / 4:00 PM BST
COST: $149
In this session attendees will explore the features in Enterprise Data Management (EDM) to help improve the consistency, accuracy, and transparency of security data across the enterprise.
Uncovering the Secrets of Cash Management
DATE: 9/28/2021
TIME: 11:00 AM EDT / 4:00 PM BST
COST: $149
The Cash Flow Forecast is one of the principle tools in the Charles River IMS for viewing trade and settlement day cash. The session will examine key features and functionality within the workspace. We will review customization by adding the new FX view, create an FX trade, and reporting.
Uncovering the Secrets of Cash Management
DATE: 9/28/2021
TIME: 6:00 PM EDT / 8:00 AM AEST (9/29/21)
COST: $149
The Cash Flow Forecast is one of the principle tools in the Charles River IMS for viewing trade and settlement day cash. The session will examine key features and functionality within the workspace. We will review customization by adding the new FX view, create an FX trade, and reporting.
CFA and CIPM Designation Holders
CFA Institute allows its members the ability to self-determine and self-report professional learning (PL) credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker.