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Products-Charles River Development

Empowering Your Team with Charles River Development Educational Services

In-depth Training for Enhanced Expertise

Charles River Development's Educational Services group offers a comprehensive range of courses designed to empower clients with in-house expertise. By participating in these training programs, clients can reduce their dependency on technical support, enhance operating efficiencies, and maximize the return on investment from their Charles River IMS system. These courses are conducted regularly at Charles River's global facilities, equipped with cutting-edge training rooms and technology. Moreover, clients have the option to request customized training sessions at their own premises to cater to their specific needs.

Tailored Learning Paths for Various Roles

With suggested learning paths, Charles River Development assists clients in selecting the most suitable programs based on their staff roles. Whether it's for risk and compliance professionals, portfolio managers, traders, operations and trading support staff, or IT and technical support staff, there are instructor-led activities that provide hands-on experience and enable participants to get certified in core components of the Charles River IMS solution.

Flexible Training Options

Clients have the flexibility to choose between different training formats. The online training option allows participants to access courses remotely, enabling self-paced learning that minimizes time away from work and eliminates travel costs. Alternatively, Charles River offers on-site training at clients' offices, with the added convenience of a remote attendee option for professionals in other locations. This client-specific training covers hands-on Charles River IMS training in a classroom setting, complete with course manuals and Level 1 certification.

Interactive Learning Experience

The emphasis on interactive learning at Charles River Development ensures that participants gain practical knowledge from industry experts who work with clients regularly. Each course is structured with a step-by-step approach based on real client scenarios, enhancing the engagement and learning experience for all attendees. This hands-on methodology proves beneficial in retaining and applying the acquired knowledge effectively in a real-world setting.

Professional Development for CFA and CIPM Designation Holders

For CFA Institute members holding CFA or CIPM designations, Charles River Development's training programs align with the institute's professional learning (PL) credit requirements. Members are encouraged to self-document and report their learning credits earned from external sources, including the educational services provided by Charles River Development. This alignment allows CFA and CIPM designation holders to enhance their professional development while leveraging the expertise offered in Charles River's training courses.

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Unlocking Efficiency and Transparency with Charles River Asset & ESG Management for Private Markets

Enhanced Asset Monitoring and Transparency

Asset management within private market institutional investors can often be challenging due to the complexity of data collection and reporting processes. Charles River for Private Markets addresses these issues by providing a centralized dashboard for monitoring assets in real-time. This transparency allows investors to quickly identify areas that require attention, ensuring compliance and efficient decision-making.

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Ensuring Data Privacy and Transparency with Charles River Development

Understanding Personal Data Collection

Charles River Development, under its Global Privacy Notice, outlines the various categories of Personal Data it may collect from individuals. This includes Identity information such as names and identifiers, Demographic information like age and gender, Contact information such as addresses and emails, Biometric information, and more. By detailing these categories, Charles River Development aims to provide transparency about the data it gathers.

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Empowering Private Market Investors with Valuation & Scenario Management Solutions

Harnessing Forward-Looking Insights and Workflows

Private market investors often grapple with questions regarding asset valuations and potential impacts of market fluctuations. Charles River Development offers a comprehensive solution for Private Markets that allows investors to streamline their valuation processes. By seamlessly connecting Excel spreadsheets, investors can conduct valuations at scale and perform custom scenario analyses across funds and assets. The innovative ModelSync technology facilitates a smooth valuation workflow, enabling portfolio managers to aggregate financial data effectively. Through Charles River's solution, investors can produce interactive dashboards and visual insights to gain valuable and timely information for making informed investment decisions.

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Empowering Private Market Investment Decisions with Charles River Development

Solving Complex Data Challenges for Private Markets

Charles River for Private Markets, formerly known as Mercatus, offers an advanced investment management solution tailored for institutions venturing into Private Credit, Private Equity, Real Estate, Infrastructure, and Funds. The platform is cloud-based, providing the necessary flexibility and centralization for handling investment data efficiently. In the private markets realm, data management can be intricate - often residing in various spreadsheets and disconnected systems, making it resource-intensive and error-prone to extract valuable insights for decision-making. Charles River for Private Markets simplifies this by consolidating all data, ensuring transparency and data quality from fund to asset levels. The solution seamlessly integrates data, people, and processes, facilitating smoother operations scalability. Its frameworks address key data challenges in Deal Management, Portfolio Monitoring, Asset and ESG Management, and Valuation Management.

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Seizing the T+1 Opportunity with Charles River Development

Unlocking Growth with T+1 Settlement Cycle

The transition to a T+1 settlement cycle in the US, Canada, and Mexico presents investment managers with a unique opportunity to enhance their organizational growth by implementing various process improvements. Embracing automation is the initial step towards facilitating internal workflow enhancements necessary for compliance with T+1 regulations. Leveraging technology-driven solutions provided by third-party vendors can further streamline efficiencies across trading operations, ensuring better risk management and addressing funding challenges inherent in a shorter settlement cycle. By implementing these systems and processes, organizations can not only mitigate risks but also strengthen client service offerings.

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