Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-based front office technology forms the foundation of State Street Alpha®.
Charles River IMS helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. Charles River for Private Markets helps solve complex data challenges for investors in private credit, real estate, private equity, and infrastructure.
Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. With more than 135% increase in headcount over the last 5+ years, Charles River serves clients globally offering 24/7 support
*Statistics as of Q1 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.
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Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-based front office technology forms the foundation of State Street Alpha®.
Charles River IMS helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. Charles River for Private Markets helps solve complex data challenges for investors in private credit, real estate, private equity, and infrastructure.
Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. With more than 135% increase in headcount over the last 5+ years, Charles River serves clients globally offering 24/7 support
*Statistics as of Q1 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.
Charles River At-A-Glance
ONE THIRD OF THE WORLD’S MANAGED SECURITIES
Our clients manage over USD $59 Trillion across multiple business lines on our platform every day.
FOCUSED ON OUR CLIENTS
With more than 135% increase in headcount over the last 5+ years, we invest heavily to help clients grow and retain assets through continuous innovation.
WE SUPPORT OVER 27,000 PROFESSIONALS WORLDWIDE
Firms in every major financial center rely on us to streamline operations, lower risk and enhance reliability and consistency.
CLOUD-BASED SOLUTION
WE SERVE 49 OF THE TOP 100 GLOBAL FIRMS
Institutional Asset and Fund Management, Private Wealth, Alternative Investments, Insurance, and Pensions.
STRONG FOUNDATION
30+ years of being financially stable and consistently profitable, with growth and investment funded through operational cash flow.
Read our Insights Blog:
Speaking of Alpha: The Evolution of Superannuation Operating Models
Delivering Member Outcomes at Scale: Frank Smietana in conversation with Peter Sherriff and Clayton Issitt. Our Speaking of Alpha series features insights and commentary from State Street Alpha®...
Introducing Charles River for Private Markets
By Spiros Giannaros In an effort to simplify our branding and how we represent ourselves to our clients and the general marketplace, we are retiring the Mercatus brand and introducing a new name for...
Speaking of Alpha: Democratizing Data Access for Asset Owners and Investment Firms
Eliminating Silos and Harnessing Interoperability. By democratizing access to curated, role-appropriate data, institutional investors empower their employees and stakeholders to make timelier and...
Speaking of Alpha: Enabling a Whole of Fund View for Canadian Pensions to Accelerate Data-driven Investment Insights
In this article, our panelists discuss industry challenges and the role that State Street plays in providing pensions with timelier insights into their investments and associated risk exposures....
Speaking of Alpha: Modernizing Investment Operations for Insurers
In this article, our panelists discuss the challenges insurers face today and how our cross-disciplinary teams apply decades of expertise across the front-, middle- and back-office to help clients...
Data for Investment Managers: Evolution or Revolution?
The role of data and technology in the investment management industry is evolving rapidly. How do businesses leverage such new advances efficiently and to maximum effect?The role of data and...
Speaking of Alpha: Leveraging Partnerships to Evolve your Data Architecture
Frank Smietana in conversation with Karthik Rajagopalan and Peter Sherriff. Investment managers and asset owners increasingly rely on partnerships with third-party data, analytics and application...
Speaking of Alpha: Helping Superannuation Funds Transition to a Total Portfolio Approach
A conversation with Sandra Ng, Yulan Lu and Clive Maguchu. Asset owners are increasingly challenged to provide their beneficiaries with outcome-based solutions that address individual preferences...
Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS
Factor-based modeling and analytics play a central role in helping portfolio managers decompose risk, facilitate stress testing, generate risk forecasts and attribute performance. Open...
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