Charles River Webinar – Portfolio Customization at Scale with Charles River® and Qontigo

Watch the Recording >
December 1, 2021

Join our next Explore and Learn webinar to learn how wealth and asset managers can offer customized portfolios efficiently and at scale through Charles River’s Tailored Portfolio Solutions powered by Qontigo’s portfolio optimization engine.

Demand for customized portfolios among individual investors is growing and the industry has responded with sharp increases in acquisitions and product offerings in the marketplace.

Our panelists from Charles River Development and Qontigo will discuss the industry drivers leading to this surge in adoption, past obstacles to portfolio customization, and how wealth and asset managers can best leverage technology to provide customized portfolios that improve investor outcomes while streamlining operations and managing costs.

Highlights include:

  • Why operational complexity has made offering custom portfolios difficult and how to address those challenges
  • Empowering financial advisors with the information they need to accelerate and simplify adoption
  • The advantages a cloud-based platform built with modern technology can offer over current fragmented offerings in the marketplace
  • The webinar is a 35 minute presentation and discussion followed by Q&A.

Charles River’s Explore & Learn webinar series helps clients discover new ways to leverage the Charles River Investment Management Solution and our growing partner ecosystem. Hear from our product managers and industry experts as they discuss the latest product and platform capabilities.

Registration is required. Charles River reserves the right to decline registrations.


Randy Bullard
Global Director, Wealth Management
Charles River

Chris Canova
Global Head of Customer Experience

Walid Bandar
Senior Solutions Specialist

Nick Diodati
Director, Wealth Management Product Strategy
Charles River