Level Up: 24R2 Certification Program

In this topic, you will learn about the ability to select multiple benchmarks when optimizing an account. You will also learn more about recent report enhancements in the area of optimization. (10 min)

In this topic, you will learn about the new Inventory Workflow when using the Optimizer. (15 min)

In this topic, you will learn about how you can define factor group level shocks for scenario analysis. (19 min)

In this topic, you will learn about the new validation feature for Order-Classification and Auto-Routing Rules in the Charles River IMS. (21 min)

In this topic, you will learn about the new Net to FX Swap feature in the Charles River IMS. (22 min)

In this topic, you will learn about three Broker Rules enhancements: step outs for principal trades, order reason determinant, and right-click queries. (26 min)

In this topic, you will learn about the Price Snap enhancements made for equity traders in the Charles River IMS. (30 min)

In this topic, you will learn about the newly enhanced DirectBooks integration. (21 min)

In this topic, you will learn about the Auto Pair-Offs enhancement in the TBA Aggregate View in the Charles River IMS. (18 min)

In this topic, you will learn about the new REGS-144A Market Facing Block Trade feature in the Charles River IMS. (17 min)

In this topic, you will learn about the regulation 13F filing form and how reported positions can be edited before submitting the form. (26 min)

In this topic, you will learn about how users can manage coupon and maturity payments related to collateral positions directly within the collateral workspace. (14 min)

In this topic, you will learn about the Post Trade Bilateral Swift Repo Open enhancement in the Charles River IMS. (22 min)

In this topic, you will learn about how the Contra position can help offset duplication in market value for futures contracts and investable cash. (12 min)

In this topic, you will learn about Optimizer Conditions, an expression builder that can be used to apply business rules to an optimization session. (25 min)

In this topic, you will learn about adding account restrictions based on a security classification. (13 min)

In this topic, you will learn about the new Security Level Tax Replacements in Security Selection Models feature in the Charles River IMS. (20 min)

In this topic, you will learn about the enhanced version of the Categorized Book of Business dashboard in Charles River Everywhere. (20 min)

In this topic, you will learn about the new Mutual Fund Trading in Canada feature in Charles River Everywhere (CRE) designed for advisors, PMs, and analysts to initiate trades on mutual funds or other similar funds directly from CRE. (23 min)

Please take a few minutes to provide your feedback on the 24R2 LevelUp Certification program.

A PowerPoint presentation (client approved) with information and details on 24R2 release features and enhancements.