Charles River® Webinars
Charles River Webinars are designed to help discover new ways to leverage the Charles River Investment Management Solution (Charles River IMS), and our growing partner ecosystem. Hear from our product managers and industry experts as they discuss the latest product and platform capabilities.
| UPCOMING & RECENT WEBINARS |
| November 16, 2022 | November 2, 2022 | |||
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PARTNER ECOSYSTEM Introducing FundGuard Investment Accounting in Charles River |
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PORTFOLIO MANAGEMENT & RISK ANALYTICS Leveraging the Axioma Portfolio OptimizerTM in Charles River |
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| Our partnership with FundGuard provides an AI-powered, cloud-native, and multi-asset class investment accounting platform for asset managers and asset owners. This helps firms simplify their operating model by consolidating multiple books of record and legacy accounting systems. |
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The combination of Charles River’s portfolio management capabilities and the Axioma Portfolio Optimizer provide managers with a robust toolkit to construct portfolios, test strategies and obtain unique insights into drivers of risk and return. |
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| ON-DEMAND VIEWING |
Streamlining Compliance Across Jurisdictions with the Charles River LawCard Solution
October 19, 2022
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Introducing CRD Academy: Charles River's Online Learning Platform
October 5, 2022
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Streamlining Primary Market Issuance with DirectBooks
September 21, 2022
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Leveraging Trade Automation and the Broker Wheel
September 7, 2022
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Fixed Income Execution Management in Charles River
July 13, 2022
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Portfolio, Risk and Attribution Workflows for Muni Bonds Leveraging MSCI Analytics
June 29, 2022
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Leveraging Qontigo’s Axioma MAC Risk Model in Charles River IMS
May 18, 2022
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Managing ESG-Driven Portfolios and Strategies in Charles River
May 5, 2022
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Sourcing AI-Driven Corporate Bond Liquidity with LTX and Charles River
April 20, 2022
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Introducing State Street Alpha℠ Benchmark Services Powered by RIMES
April 6, 2022
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Applying MSCI’s Fixed Income Performance Attribution in Charles River
March 23, 2022
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Next-Gen Enterprise Data Management in the State Street Alpha Data Platform
March 9, 2022
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Using Axioma Risk Analytics for Scenario Analysis in Charles River
February 23, 2022
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The Charles River Automated Regression Testing Service
February 9, 2022
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State Street Alpha Managed Account Services
January 26, 2022
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Expediting Swaps Trading in Charles River with OTCX
January 12, 2022
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Portfolio Customization at Scale with Charles River and Qontigo
December 1, 2021
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Streamlined Commission Management in Charles River
November 17, 2021
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Leveraging MSCI ESG Analytics in Charles River
October 20, 2021
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Gaining Visibility into Multi-Asset Trading Performance with BestX® and Charles River
October 6, 2021
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Streamlining Trade Automation with the Charles River Broker Wheel
September 8, 2021
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Managing OTC Derivatives in Charles River Investment Management Solution
August 25, 2021
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Meeting FX Challenges with Charles River’s Cash Flow Forecast
July 28, 2021
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Gaining Clearer Risk Insights with Qontigo's Fixed Income Analytics and Charles River
June 30, 2021
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Leveraging Liquidnet’s AI-driven Investment Analytics in the Charles River Trading Blotter
May 19, 2021
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Building a Solid Foundation for Multi-Asset Investing MSCI and Charles River
May 5, 2021
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Corporate Actions Processing in Charles River Investment Management Solution
April 21, 2021
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Multi-Asset Trade Automation and Analytics in Charles River IMS
April 7, 2021
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New Issue Management and Market Data Aggregation in Charles River
March 24, 2021
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Minimizing Margin and Streamlining Collateral Management
March 10, 2021
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Introducing the State Street AlphaSM Data Platform (ADP)
February 24, 2021
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MSCI Fixed Income Factor Models in Charles River Investment Management Solution
February 10, 2021
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Streamlining Data Management: The State Street AlphaSM Data Services Continuum
January 27, 2021
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Maximizing Internal Liquidity Opportunities: Multi-Asset Trade Crossing
January 13, 2021
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LIBOR—Completing the Transition: What's Next For Asset Managers & Owners
December 16, 2020
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Charles River and Data Management: A Solid Foundation for the Buy Side
December 9, 2020
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Navigating Investment Restrictions & Regulations with Charles River Compliance Services
October 21, 2020
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Streamlining FX Workflows with FX Connect® and Charles River
October 7, 2020
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Efficient Workflows for Fixed Income Primary Markets and Inventory Aggregation
September 2, 2020
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Providing Accurate & Timely Position Data to the Front Office with IBOR
August 19, 2020
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Charles River IMS on Microsoft® Azure
May 20, 2020
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Portfolio & Risk Analytics Provider Ecosystem
January 22, 2020
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Charles River reserves the right to decline registrations. The material and images presented is for informational purposes only; no live data being used. All Charles River Development stats are current as of 2020. Webinars posted are information classification: general. The development, release and timing of any product, features or functionality described remain at the sole discretion of Charles River and are subject to the firm’s internal governance and due diligence approval process. The views expressed in this material by Charles River's partners and 3rd party providers are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.