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

 

October 11, 2023   October 25, 2023    

  

   

CHARLES RIVER IMS
New Feature Spotlight:
23R2 Feature Set Preview 

 


PARTNER ECOSYSTEM
FX Trade Automation with Charles River IMS & FX Connect®
   

In this session we turn our sights to Charles River Version 23R2. With a host of new features, version 23R2 will help your firm become more flexible, aid efficiency, and increase your visibility as to what is happening in the system. We will discuss and demonstrate some highlights from our latest release, covering the drivers behind the updates and the benefits of the new features and enhancements.
 

 


Traders are increasingly expected to do more with less, including maintaining execution quality for a greater number of transactions but with similar or fewer resources. The integration between Charles River and FX Connect helps traders overcome these challenges with end-to-end automated and streamlined workflows, enabling them to focus their attention where it’s needed.
 
   
     

 
 
APAC: October 26, 2023
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ON-DEMAND VIEWING

 

Charles River Partner Ecosystem Update

September 20, 2023
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Managing Fixed Income New Issuances

August 30, 2023
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Maximize Employee Learning with Flexible Training in CRD Academy

July 26, 2023
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The Cloud-Native Transformation of Charles River IMS

June 28, 2023
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Maximize Your Potential with Charles River 23R1

May 31, 2023
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Preparing for the Coming T+1 Change in 2024

May 10, 2023
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EDM in State Street Alpha Data Platform

April 19, 2023
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Fixed Income Trading in Charles River IMS

April 5, 2023
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Evolution of the Charles River and Qontigo Partnership

March 22, 2023
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Portfolio Personalization & Direct Indexing

March 8, 2023
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The Evolution of the Charles River and MSCI Partnership

February 22, 2023
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Leveraging Collateral Management Capabilities in Charles River

February 8, 2023
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Portfolio Management & Risk Analytics: Evolution and Strategic Direction

January 25, 2023
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HIGHLIGHTS FROM 2022:

 

Streamlining and Automating Post-Trade Operations in Charles River

December 14, 2022
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Introducing FundGuard Investment Accounting in Charles River

November 16, 2022
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Leveraging the Axioma Portfolio OptimizerTM in Charles River

November 2, 2022
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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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HIGHLIGHTS FROM 2021:

 

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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HIGHLIGHTS FROM 2020:

 

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.