Charles River® Investment Management Solution

Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage over 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®.

49

49 of 100 largest investment managers globally

$59T

Over $59 USD Trillion in assets on Charles River IMS

27K

Over 27,000 professionals utilize Charles River Technology

325

325 clients in 30+ countries use Charles River

157%

157% increase in headcount over the last 6+ years

As of Q3 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Webinars & Events
Investment Highlights
Wealth Highlights
Asset Owners Highlights
OptimX Markets

Press Release
OptimX integrates with Charles River to deliver bilateral liquidity to institutional desktops. A pioneer in advanced liquidity management, OptimX has been certified as a sweep partner with the Charles River IMS.

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How State Street Uses Snowflake And Azure

Thought Leadership
Discover how State Street leverages Snowflake and Azure to transform financial data management and drive client success enabling secure, scalable, and efficient data management.

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Investment and superannuation Feature Image

Thought Leadership
The next generation of savers have different expectations of investment firms and superannuation funds. How it can firms leverage data and tech to evolve and meet shifting client preferences?

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Australian Ethical Investment

Press Release
Charles River announced that Australian Ethical Investment has selected the Charles River IMS to automate its front and middle office processes for its entire investment portfolio.

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Webinars & Industry Events

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Webinar: Enhancing Data Management with Alpha Benchmark Services

The continued cost pressures means ever greater focus on efficient data operations. State Street Alpha Benchmark Service helps our clients meet increasingly complex index and benchmark data requirements with a scalable and flexible service offering.

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Webinar Replays: Curious about new product features?

Since all our webinars are available on demand, this is the perfect time for you to catch up on some of the great content we have covered so far this year.

Discover new Charles River IMS highlights and how our products will support your firm’s efforts towards flexible, efficient operations.

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Highlights for Investment Managers

Navigating the Changing Investment Technology Landscape

Leveraging Efficiencies from Cloud Native Data Management

Dan Daum, Global Head of Sales shares his perspectives on rapidly changing industry dynamics and the central role of trusted partners in effecting transformation.

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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.

Operadora de Fondos Banorte Adopts Charles River’s Cloud-Based Platform​

Charles River announced that Operadora de Fondos Banorte, one of Mexico’s largest mutual fund companies, is now live on Charles River’s cloud-based Investment Management Solution

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Charles River and Octaura Launch Two-Way Interface for Simplified Syndicated Loan Trading​

The interface allows Charles River and Octaura customers to streamline their syndicated loan trading workflows, promoting greater efficiency and transparency. 

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Charles River Appoints Vin Bhat as New Head​ of Asia-Pacific​

Charles River has appointed Vin Bhat as Senior Vice President, Head of Asia Pacific, where he will be responsible for all business oversight within the region and collaboration with State Street Alpha.

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Highlights for Wealth Managers

Building a UMA Program for the Future

The Journey to a UMA Program

Explore how the continuing evolution of wealth platforms and technology enable new investment features, operational efficiency, reduced complexity, and client value.

Charles River’s Global Head of Wealth Randy Bullard and JP Morgan’s Managing Director Eric Lordi discuss the evolution of Unified Managed Accounts (UMAs).

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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.

Webinar: Navigating the Dynamic Wealth Management Industry

At Charles River, we see the larger picture as well as what our wealth clients experience in their day-to-day business operations. We’ve aligned our Wealth Management Solution to respond to our clients’ needs today and to position for the future.

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Charles River Wealth Insights

Our subject matter experts, Randy Bullard and Nick Diodati, discuss recent trends in the Wealth Management industry.

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Highlights for Asset Owners

Creating Dynamic Operating Models with Smartsourcing

A discussion on Smartsourcing where Peter Sherriff, Director of Product Strategy at Charles River and Barnaby Edmunds, Director at 1886 Consulting share their perspectives on what we mean by Smartsourcing and why it is capturing the attention of investment firms today.

Learn More about Smartsourcing

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.

From Revolution to Evolution: Building the Next-gen Operating Model​

In this interview, Peter Sherriff discusses how a well-executed revolution can enable a sustainable and ongoing evolution of future operating models for asset owners and investment firms.

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The Evolution of Superannuation Operating Models​​

A discussion about key operational areas impacting superannuation funds, the evolution of fund operating models and how investment and operations teams are addressing these challenges.

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