Charles River Webinars & Industry Events
Charles River 25R2 Release Spotlight
Please join us for our next Explore & Learn webinar where our subject matter experts will discuss the latest features available in Charles River Version 25R2. Learn how to leverage enhanced capabilities to optimize your operations and streamline processes.
Julie Cochrane, Global Head of Educational Services, and John Haas, Trainer and Instructional Designer, both of Charles River, will highlight and demonstrate some of the latest release features, covering the drivers behind the updates and the benefits, including:
- Equity Trading – participation weighted price
- Analytics – rule-based settlement date calculation
- Fixed Income Trading – crossing zero for TBAs
- Risk – Look Back Manager
- Risk Optimizer – new constraints
- Wealth Management – nested UMAs
- OTC Derivatives – inflation Swaps – future value trading
Capturing the data opportunity: Key learnings from State Street’s 2025 industry survey
Our 2025 global industry data survey reveals that most institutional investors could capture significant benefits from enhanced data use and management within the next two years. Slower adopters’ risk being left behind.
In this webinar, Chris Rowland, State Street’s Head of Custody, Digital and Fund Services Product is joined by Dave Eshenower, Head of Alpha for a discussion about key learnings and implications for investment organizations.
You’ll discover:
- Current best practices for data use and management
- Where AI is delivering value now and its potential impact in the next 2–5 years
- How State Street can help overcome challenges and unlock opportunities to facilitate your organization’s data transformation
Missed a Webinar? View our On-Demand Webinar Replays:
A sample of webinar replays available:
- Capturing the Data Opportunity
- Streamlining OTC Derivatives
- Preparing for change with Private Credit Analytics
- Empowering Traders with an All-in-One OEMS
- Responding to the Digital Operational Resilience Act (DORA)
- The State Street Alpha Data Platform: Vision to Reality
- Private Credit Investors are Unlocking Scale and Enhancing Portfolio Oversight
- Enhancing Data Management with Benchmark Services
- Data Quality and Managing Risk with State Street Alpha EDM
- Managing Fixed Income Portfolios Efficiently with MSCI
- Streamlined Fixed Income Trading with Charles River IMS
- Navigating the Dynamic Wealth Management Industry
- Efficient Primary Markets Workflows with DirectBooks
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