August 19, 2020

Providing Accurate and Timely Cash and Positions to the Front Office with an Investment Book of Record (IBOR)

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's experts Chang Suh and Tommy Driscoll will continue our Explore & Learn webinar series with a look at the central role that IBOR plays in bridging the information gap between an asset manager’s front and back office.

Topics will include how an IBOR helps asset managers minimize “cash drag” by putting available funds to work faster and reduce their dependence on out-sourced back office services and custodians for start-of-day position data.

Webinar highlights:

• See how IBOR provides an accurate and timely view of positions by consolidating event activities within Charles River IMS
• Understand how IBOR manages multiple sleeves within an account to support diverse investment strategies
• Discover recent developments and upcoming enhancements on our IBOR roadmap

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

Presenters

Chang Suh
Senior Product Manager

Chang manages the Investment Book of Record solution in Charles River IMS, including position/tax lot management, corporate action processing, reconciliation, position valuation, and P&L analysis. Prior to joining Charles River, Chang served in product management at Oracle and managed web services for Constant Contact. Chang holds an MBA from the F.W. Olin Graduate School of Business at Babson College, an MS in Information Science from Carnegie Mellon University, and a BS in Computer Science from Massachusetts Institute of Technology.

Tommy Driscoll
Sales Engineer 

Tommy is responsible for educating existing and prospective clients on the features and benefits of the Charles River solution. In his 5+ years at Charles River, Tommy has worked in various groups including product management, engineering, implementation and sales. His knowledge and understanding of the front and middle office workflows, along with his technical expertise, makes him very effective in creating and implementing business solutions. Tommy holds a BS in Computer Science and Business from Lehigh University.