November 17, 2021
Streamlined Commission Management in Charles River®
Charles River's Explore & Learn webinar series: Discover new ways to leverage the Charles River Investment Management Solution and learn about our latest capabilities.
This webinar aims to provide an understanding of the latest commission management capabilities and workflows in Charles River Investment Management Solution.
Commission unbundling regulations globally have increased the complexity of managing Commission Sharing Arrangements and Client Commission Arrangements. Charles River enables firms to meet applicable regulatory obligations and gain transparency into their research spend across the investment lifecycle. With real-time visibility into commission accruals, traders avoid making suboptimal decisions that may impact best execution.
Join Charles River’s Doana Guerrero and Jay Hinton for a discussion and demonstration of our current commission management capabilities and workflows, use cases and roadmap.
- Multi-currency commission tracking and targeting
- Creating commission calculations in expression builder
- Managing implied commissions for fixed income and swaps
The webinar is a 35 minute presentation and discussion followed by Q&A.
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.
Product Manager, Order Management
Doana is the product owner for the Order Management functionality, focused on multi-asset global trading strategy at Charles River Development. She covers various aspects of the trade life cycle, from order creation, to execution in the market, to order allocation and commission and fee management. Doana has over 10 years of experience at Charles River and also worked on regulatory reporting product solutions and fixed income trading. Doana holds a Bachelor of Science in Chemical Engineering from MIT, and earned a Master of Science in Investment Management from Boston University, Questrom School of Business.