News Briefs
Charles River in the News
Waddell & Reed Live on Charles River IMS
Excerpt from Wall Street & Technology highlighting Waddell & Reed’s successful implementation of Charles River IMS, Charles River FIX Network and Application Management solution.
China Life Selects Charles River IMS to Automate Investment Operations
Excerpt from Asian Investor highlighting China Life Asset Management’s selection of Charles River IMS to automate its investment operations across all asset classes.
Charles River Expands Thomson Reuters Real-Time Data Integration
Excerpt from The Trade discussing the full integration of Charles River IMS with Thomson Reuters, for direct access to real-time market and reference data.
Nomura Asset Management Live on Charles River IMS
Excerpt from MarketWatch discussing Nomura Asset Management’s successful Phase One rollout of Charles River IMS at the firm’s Tokyo headquarters to support non-Japanese equities.
MIR Investment Management Completes Charles River Upgrade
Excerpt from the Financial Standard highlighting MIR Investment Management’s upgrade to Charles River IMS Version 8.2., and selection of Charles River’s Post-Trade Module and broker-neutral FIX Network.
New Presentation Available: “How to Develop a Training Plan”
To help clients better understand and address their unique training needs, a new presentation from Educational Services is available on the Client Portal (http://www.crd.com/portal/) under Training>Burlington Training Center. This 17-minute slide show includes an overview of Educational Services, including: staff; locations; costs; courses; and certification. It also discusses how to create a training plan to ensure a more effective and productive Project Team, minimize post go-live support hours, and gain the maximum benefits from the Charles River Investment Management System.
A separate link allows you to download an Excel spreadsheet that builds and prices a training program for different job functions based on your Charles River configuration options. For more information, please contact your relationship manager.
Client Update Conference Calls
Please join us on June 17 at 11:00 a.m. EST for the next Charles River-sponsored Client Update Conference Call. For more information, please contact your relationship manager.
Upcoming Industry Events
Charles River’s Annual Client Conference
As our clients face increased pressures to reduce travel and other expenses, many have told us that it may be difficult to attend Charles River’s 2009 Annual Client Conference. With this in mind, we have decided to re-schedule this year’s event to May 16-19, 2010, at The Seaport Hotel and World Trade Center, Boston, MA. For more information, please contact your relationship manager.
June 23 – 25 |
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