July 28, 2021

Meeting FX Challenges with Charles River®’s Cash Flow Forecast

Join Charles River's Explore & Learn webinar series. Discover new ways to leverage the Charles River Investment Management Solution as our product experts discuss and demonstrate the latest product capabilities.

Accurate and timely cross-currency cash balances are increasingly critical for investment managers looking to minimize portfolio cash drag and unwanted FX exposures. Gaining a holistic view of cash across portfolios has traditionally proven difficult due to firm’s complex front office systems landscape. Charles River’s cash management solution automates the cash management lifecycle on a single platform, including forecasting, order generation and execution, providing clients with a number of operational efficiencies and helps reduce risk.

Join Charles River product experts Jay Hinton and Priyank Bhushan for a discussion and demonstration of Charles River’s cash management and forecasting capabilities, and how clients can leverage these tools to gain timelier insights into available and anticipated cash across currencies.

Webinar highlights

  • FX management challenges and the need for timelier insights
  • Overview of Charles River cash management and forecasting
  • Cash forecasting demo and roadmap

The webinar is a 35 minute presentation and discussion followed by Q&A. 

 

Presenters

Jay Hinton
Director, Product Management

Jay covers Equity Trading, and is responsible for multi-asset core order management, equity trading, EMS, exchange traded derivatives, FX trading, and cash management workflows within the Charles River IMS.  Prior to joining Charles River, Jay held leadership positions for financial services firms and technology vendors in product, integrations, client support, and trading roles. Jay holds an MBA in Strategy and Finance from the Drucker School at Claremont Graduate University.

 

 

Priyank Bhushan
Product Owner - FX, Cash & Listed Derivatives

Priyank is the Product Manager for the FX, Cash and Exchange-Traded Derivatives Trading team at Charles River.  Prior to Charles River, Priyank held product management positions at Integral Development Corp and Financial Technologies. Priyank holds a Bachelor’s degree in engineering.

 

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