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 $46 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.

$46T

Over USD $46 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 Q2 2022

Latest Updates

Insight: Sanctions Screening in APAC Capital Markets

Thought Leadership
Sanctions Screening in APAC Capital Markets: Delve into some of the operational data challenges associated with effective sanctions screening implementations.

VIEW INSIGHT

Charles River News & Updates August 2022

News & Updates
Charles River CEO, Spiros Giannaros, reflects on the progress we’ve made at Charles River among additional news at just over the halfway point of the year.

READ LETTER

CRD Academy Launch Video

Learning Platform Launch
We’re pleased to announce our new virtual learning platform is now live. CRD Academy aims to enhance your knowledge & skills to help you get the most out of Charles River IMS.

LEARN MORE

FactSet Logo

Press Release
State Street and FactSet announced a strategic partnership integrating State Street Alpha and the complementary strengths of FactSet to streamline data flows.

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Webinars and Events

Introducing CRD Academy

Find out about CRD Academy, our new online learning platform. Watch a demo on how clients are leveraging CRD Academy to meet their training needs and gain proficiency across Charles River IMS.

US/EMEA Oct 5: REGISTER NOW
APAC Oct 6: REGISTER NOW

Fixed Income Leaders Summit

Charles River gives a 360 Perspective: How can you create the perfect trading toolbox to efficiently trade bonds in different market scenarios and how will the trader’s role adapt and evolve?

October 4-6  I  France
REGISTER NOW

MMI Annual Conference

Charles River and industry experts discuss the accelerated transformation in the investment advisory arena and key trends shaping the future of investment advice and solutions.

October 19-21  I  Nashville
REGISTER NOW

Highlights for Investment Managers

Telly Awards Silver Winner 2022Charles River IMS provides firms with a complete solution for portfolio construction and optimization, risk forecasting, performance attribution and scenario analysis. Watch our Telly Award winning video to learn more. 

Speaking of Alpha: Positioning APAC Asset Owners for Growth

Our discussion on the changing landscape for asset owners, and how they’re looking to improve and scale their operating models.

READ THE ARTICLE

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

Charles River expert discusses how open architecture, interoperability and front-to-back platforms are reshaping fintech.

WATCH THE INTERVIEW

New Video Library

Featuring animated product overviews, industry and tradeshow interviews, panel discussions and other highlights!

TAKE A LOOK

Highlights for Wealth Managers

Watch this video and learn how fractional share trading, technology, and other trends have helped drive the popularity of custom portfolios. Learn more by viewing our webinar replay on Portfolio Customization at Scale with Charles River and Qontigo,

The Path to Direct Indexing in Canada: Opportunities and Considerations

​It’s no secret that direct indexing has taken off in the U.S. and momentum does not appear to be slowing.

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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 

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