CC19 Agenda-at-a-Glance
Monday, September 23, 2019
Tuesday, September 24, 2019
Wednesday, September 25, 2019
Interactive dinner reception at the New England Aquarium.
Sponsored by FX Connect.
Thursday, September 26, 2019
Charles River will facilitate a panel discussion on Cross-Asset TCA. Discussion topics include:
The Fixed Income product team will cover what's new within the solution set including:
This Order Management and Blotter session will focus on topics including:
A general presentation on the current OTC derivatives workspace, including discussions on:
Product review of current Cash Management capabilities, including:
Common flaws with test creation and workflow monitors/queries. Topics include:
How to improve day-to-day compliance workflows. Topics include:
Futures Position Limit Monitoring (FPLM) is a new addition to our Compliance offering. FPLM simplifies the task of monitoring exchange-imposed contract ownership limits:
The Charles River's Data Services team will provide an overview of the services offered - how they help improve data accuracy and reduce the overall cost of Data Operations:
Attend this session to learn how one meets the needs of the front office through integrated middle office solutions. Topics include:
Learn how Charles River IBOR aids the front office with:
This session will cover Post-Trade capabilities and recent enhancements including:
Learn how Charles River can help your collateral management team. You will learn how to:
Get the latest update on PMA for the Middle Office with discussions on how to:
Learn how Charles River is solving for Profit and Loss calculations and reporting. Be part of this working group-style session to discuss key capabilities and provide feedback direct to Product Management.
Topics include security level P&L returns, strategy P&L, developments around amortized cost and withholding tax among others.
This session will provide updates on our equity portfolio management capabilities:
This session will provide an update on factor based risk and portfolio optimization capabilities within Charles River IMS including:
Charles River product specialists will present an overview of our Fixed Income and Derivatives' Analytics capabilities, including Charles River's Mortgage Prepayment Model.
Scenario Analysis in the Charles River IMS allows the users to specify either factor-based or market-based (economic) scenarios and see the impact on their portfolios, or, in the case of LDI, on both their assets and liabilities.
Liability-driven investing continues to be an area of focus for asset owners. In this session product specialists will discuss:
Join us to learn how to manage FX exposures in Manager Workbench:
CRD's Operations team will take you through the latest SaaS developments and talk about planned service updates. Join this presentation and hear about initiatives including:
Running SaaS globally presents unique challenges. Our specialists will provide updates on:
Wealth product specialists will discuss the recent changes and development to our mobile solution, now called Charles River Everywhere. We will also cover: