April 21, 2021

Corporate Actions Processing in Charles River IMS

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.

Charles River experts Sumi Raja and Greg Vemis continue our Explore & Learn webinar series with a discussion and demonstration of the latest Corporate Actions processing capabilities in Charles River, from data acquisition and validation to processing and position adjustment. These include fully automated workflows for mandatory event processing and an election interface for streamlining voluntary event options.

With substantial coverage for high and medium risk events, Charles River’s Corporate Actions capabilities are a significant addition to our middle office technology and services, helping investment professionals make better informed elections aligned with client preferences.

Webinar highlights include:

  • ​Data validation overview and exception management
  • Automated mandatory event processing
  • Election interface for voluntary and mandatory events with options
  • Asset coverage and solution roadmap

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

 

Presenters

Sumi Raja
Product Manager

Sumi has been with Charles River for over 10 years and is currently responsible for expanding and managing Corporate Actions functionality as part of Charles River IMS.   Previously, Sumi led the effort to develop a fixed income trading workstation.  Prior to product management roles, Sumi served as a relationship manager at Charles River for strategic accounts. Sumi holds a BS in Electrical Engineering and MS in Computer Engineering from Western Michigan University.

 

Greg Vemis
Senior Business Analyst

Greg has been with Charles River for 7 years and is currently a Senior Business Analyst on the Corporate Actions team at Charles River Development. Previously, Greg has served in various roles within Charles River on both the Compliance and Trading Blotter teams. Greg holds a BS in Electrical Engineering and MS in Quantitative Computational Finance from Georgia Tech..

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