The Charles River Investment Management Solution

Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠.

40+

40+ of the largest 100 investment managers globally.

$36T

Over USD $36 Trillion in assets on Charles River IMS.

25K

~25,000 Professionals utilize Charles River IMS.

300

~300 Clients across 30+ countries use Charles River IMS.

1,200

Over 1,200 employees from across the globe.

As of Q4 2021

Latest Updates

Mass Fintech Hub Logo

Speaker Spotlight
Charles River CEO Spiros Giannaros and other executives will share insights on corporate-startup collaboration and how these orgs are leading on next-gen fintech innovations.

June 29: REGISTER NOW

The Evolution of OEMS Strategies and Front-to-Back Platforms

TradeTV Interview
Vidya Guruju discusses how open architecture, interoperability and front-to-back platforms are reshaping fintech for investment managers and asset owners.

WATCH VIDEO

Futuregrowth Asset Management

Client News
Futuregrowth, a South African Asset Manager, has selected Charles River IMS as their new front office investment system and for managing fixed income strategies.

READ MORE

Viewpoints: The Evolving Role of ESG for APAC Asset Owners

Thought Leadership
The Evolving Role of ESG for APAC Asset Owners: Managing ESG goals and commitments is increasingly top of mind for pensions, insurance companies and sovereign wealth funds.

READ ARTICLE

Webinars and Events

Portfolio, Risk and Attribution Workflows for Muni Bonds Leveraging MSCI Analytics

Charles River joins MSCI where they discuss and demonstrate portfolio and risk workflows in Charles River IMS using the MSCI Municipal Bond Factor Model.

June 29 – US/EMEA: REGISTER NOW
June 30 – APAC: REGISTER NOW

Fixed Income Execution Management in Charles River

Join us for a discussion on the latest fixed income execution and decision support workflows in Charles River IMS and watch a demo on how webapps in our Inventory Hub are integral to providing clients with release-independent capabilities across the trade lifecycle.

July 13 – US/EMEA: REGISTER NOW
July 14 – APAC: REGISTER NOW

Highlights for Investment Managers

Trading ecosystem provider, LedgerEdge, and Charles River, the order management system (OMS) experts, have collaborated to bring the execution protocols that LedgerEdge offers alongside client data protection, with the broad range of services and tools available on Charles River IMS. Watch how Charles River and LedgerEdge have collaborated.

The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

Rathbone Funds Adopts Charles River IMS and State Street Alpha Data Platform

Charles River IMS will support their equity, fixed income and multi-asset portfolio management, including managing its security and investment data.

READ THE ARTICLE

Portfolio Management and Risk Analytics in Charles River

Charles River IMS provides firms with a complete solution for portfolio construction and optimization, risk forecasting, performance attribution and scenario analysis.

WATCH THE VIDEO

Discover our Partner Ecosystem

Newest Partners: Advisor360°, LTX, LedgeEdge, Precisely, RIMES

TAKE A LOOK

Highlights for Wealth Managers

Given the multitude of changes, Randy and Josh discuss the technologies and trends that will influence future ESG investing and how they present new opportunities for wealth management firms and individual investors.

The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

Charles River and Advisor360° Announce Strategic Partnership 

To deliver an integrated technology solution and help increase productivity, streamline operations, and manage costs for enterprise wealth management firms.

READ ANNOUCEMENT 

Charles River Launches Tailored Portfolio Solutions

Integrates Axioma Portfolio Optimizer™ to Power Portfolio Personalization at Scale.

LEARN MORE

The Evolution of ESG from Funds to Custom Portfolios

ESG investing has seen explosive growth in adoption over the last several years.

READ THE INSIGHT

Want to learn more? Get in touch.

We're ready to answer your questions. Contact Sales & Marketing by filling out this form.

Looking for Tech Support?
CLICK HERE.

Follow us on our social channels to stay up-to-date on all Charles River News and Events.