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    

  

   

PARTNER ECOSYSTEM
Introducing FundGuard Investment Accounting in
Charles River

 


PORTFOLIO MANAGEMENT & RISK ANALYTICS
Leveraging the Axioma
Portfolio Optimizer
TM in
Charles River 
   
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.
 

 


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.
   
     


 
 

 
   

 

 

 

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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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.