Charles River^® Investment Management Solution

Investment and wealth managers, asset owners and insurers in 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^®.

53

53 of 100 largest investment managers globally

$59T

Over $59 USD Trillion in assets on Charles River IMS

29K

Over 29,000 professionals utilize Charles River Technology

320+

Over 320 clients in 30 countries use Charles River

185%

185% increase in headcount over the last 7+ years

As of Q2 2025. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Webinars & Events

Investment Highlights

Wealth Highlights

Asset Owners Highlights

Event: Investment Data & Technology Summit

Meet with Charles River Representatives to explore cutting-edge investment tech and data strategies. Join us and elevate your approach.

August 26, 2025 I Sydney
REGISTER NOW

Missed a Webinar?

With all our webinars available on demand, now’s the perfect time to catch up on the great content we’ve shared this year. Explore new Charles River IMS highlights and see how our products can support your firm’s drive for flexible, efficient operations.

View On-Demand Webinars Replays

Event: MMI Annual Conference

Join us for a three-day adventure packed with expert insights, enlightening discussions, and opportunities to talk with Charles River wealth experts and leaders from across the wealth industry.

October 15 – 17, 2025 I Washington DC
REGISTER NOW

Highlights for Investment Managers

Taking the Industry by Storm

Redefining Institutional Investing with Alpha

John Plansky, Head of State Street Alpha, speaks on how launching the platform 5-years ago, we have taken the industry by storm.

Learn More about State Street Alpha

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.

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.

READ PRESS RELEASE

Key Themes in Private Credit

Private credit is facing an inflection point. Key industry trends and headwinds are shaping this dynamic asset class and firms of all sizes are seeking to diversify and gain exposure to private assets.

READ ARTICLE

How State Street Uses Snowflake and Azure to Manage 10% of the World’s Financial Assets

Discover how State Street leverages Snowflake and Azure to transform financial data management and drive client success. Learn how these technologies power State Street’s Alpha Data Platform, enabling secure, scalable, and efficient data management.

GAIN PERSPECTIVE

Highlights for Wealth Managers

Managed Accounts Continue Surge in Growth

Navigating the Dynamic Wealth Management Industry

recent survey conducted by MMI found that 81% of wealth managers and 88% of asset managers expect growth of managed products in the next few years.

Check out this webinar clip of Charles River’s Randy Bullard discussing the trend and describing how Charles River supports managed account operations across the investment lifecycle.

Watch Additional Segments

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.

Direct Indexing Implementation: Reimagining Processes

Direct indexing (DI) as a portfolio personalization strategy continues to gain traction. Learn how to implement these strategies and choose the appropriate provider and streamline the administration of the programs.

READ ARTICLE

Advisory Insight: Building a UMA Program for the Future

Explore the evolution of Unified Managed Accounts (UMAs) and how advancements in wealth platforms and technology enhance investment features, operational efficiency, and client value.

WATCH INTERVIEW

Charles River Wealth Insights

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

WATCH SEGMENTS

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.

Total Cost of Ownership Analysis: Enabling a Strategic Approach

Cost efficiency is the goal, but when it comes to transforming their operating models, many investment firms aren’t asking the right questions. This is where total cost of ownership (TCO) analysis is key. A strategic TCO approach gives firms a comprehensive understanding of the costs – and, therefore, the benefits – of various operating models, enabling you to design one that best suits your firm’s growth goals.

READ INSIGHT

Smartsourcing: Scaling with a Hybrid Approach

The asset management landscape is going through a period of rapid growth, with market volatility, geopolitical uncertainty and expanding global markets. This calls for a rise in need for scalability and transformation. While the business objectives may be similar, the strategies and growth rate of each organization are unique.

READ INSIGHT

Charles River^® Investment Management Solution

53

$59T

29K

320+

185%

Event: Investment Data & Technology Summit

Missed a Webinar?

Event: MMI Annual Conference

Taking the Industry by Storm

Redefining Institutional Investing with Alpha

OptimX Integrates with Charles River to Deliver Bilateral Liquidity to Institutional Desktops

Key Themes in Private Credit

How State Street Uses Snowflake and Azure to Manage 10% of the World’s Financial Assets

Managed Accounts Continue Surge in Growth

Navigating the Dynamic Wealth Management Industry

Direct Indexing Implementation: Reimagining Processes

Advisory Insight: Building a UMA Program for the Future

Charles River Wealth Insights

Creating Dynamic Operating Models with Smartsourcing

Total Cost of Ownership Analysis: Enabling a Strategic Approach

Smartsourcing: Scaling with a Hybrid Approach

Want to Learn More? See a Demo? Get in touch.

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