Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage nearly USD $58 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®.

40+

40+ of the largest 100 investment managers globally.

$58T

USD ~$58 Trillion in assets on Charles River IMS.

27K

Over 27,000 Professionals utilize Charles River IMS.

320+

Over 320 Clients in 30+ countries use Charles River IMS.

1,750

We serve clients with a global headcount of over 1,750.

As of Q3 2023. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Latest News

S&P Global Market Intelligence

Press Release
Charles River announced a collaboration with S&P Global Market Intelligence that will enable firms to automate and streamline primary issuance workflows in the Charles River IMS. 

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Data for Investment Managers

Thought Leadership
Data for Investment Managers: 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?

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Thailand’s Government Pension Fund (GPF)

Press Release
Charles River announced that Thailand’s Government Pension Fund (GPF) has selected Charles River IMS to modernise their front office operations and manage their domestic and international portfolios.

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Speaking of Alpha: Leveraging Partnerships to Evolve your Data Architecture

Partner Ecosystem
How the partnership between FactSet and State Street Alpha provides clients with an integrated and co-engineered solution that delivers data and analytics across their front and middle office.

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Webinars and Industry Events

WEBINAR: Streamlining Multi-Asset Trade Allocation

Automating trade allocation workflows is increasingly necessary to manage increased trading volumes and maximize operational efficiency. Charles River product experts will discuss and demo our multi-asset, rule-driven allocation capabilities, recent enhancements and roadmap.

US/EMEA – November 22: Register Now
APAC – November 23: Register Now

WEBINAR: Managing Current Risks in the Securitized Product Market with Charles River and MSCI

Rising interest rates have had a negative impact on both bond prices and mortgage dynamics, increasing risks. Hear Charles River and MSCI experts discuss the current dynamics affecting securitized products and how our partnership is supporting portfolio management processes.

Watch Replay

Highlights for Investment Managers

With the shift to passively managed investments and the rapid growth of ESG-themed products, indexes and benchmarks have become central to the investment lifecycle.

Our strategic partnership with Rimes provides institutional investors with a broad range of curated benchmark and index data. Watch our interview with Irene Fusco of Rimes and Paul Gately of State Street Alpha to learn more about this partnership.

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.

Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS

How our partnership enables faster insights for fixed income portfolio managers and analysts.

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Rathbone Now Live on Charles River IMS and Alpha Data Platform

Rathbone Funds is live on the cloud-based Charles River IMS and the State Street Alpha Data Platform (ADP).

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T+1 Update

The SEC has finalized its rule that will require shifting from T+2 to T+1. Read how Charles River has been preparing for this largely anticipated change.

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WATCH WEBINAR

Highlights for Wealth Managers

Developing a Partner Ecosystem

Establishing 3rd party partnerships is essential to providing the most comprehensive wealthtech solution. Hear how Charles River’s open architecture platform is uniquely suited to partner integration.

Our subject matter experts, Randy Bullard and Nick Diodati, discuss how we’re streamlining the process as well as supporting distribution efforts.

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.

Powering Scalable Portfolio Customization

Charles River & Qontigo: A discussion on how we’re enabling customization at scale, powered by the Axioma Portfolio Optimizer.

WATCH INTERVIEW

Navigating the Complexities of Delivering and Distributing Models

A discussion on best practices for managers who wish to enter this space, the implications of possible regulation, and what the future may hold.

WATCH VIDEO 

Highlights for Asset Owners

The ability to harness large volumes of portfolio, market, and reference data from multiple sources in a flexible and easily accessible manner creates new opportunities for forward-looking asset allocators.

Delivering Member Outcomes at Scale: A discussion on the key operational areas impacting superannuation funds, the evolution of fund operating models and how teams are addressing these challenges.

The ability to harness large volumes of portfolio, market, and reference data from multiple sources in a flexible and easily accessible manner creates new opportunities for forward-looking asset allocators.

Delivering Member Outcomes at Scale: A discussion on the key operational areas impacting superannuation funds, the evolution of fund operating models and how teams are addressing these challenges.

Speaking of Alpha: Leveraging Partnerships to Evolve your Data Architecture

Our partnership between FactSet and State Street Alpha provides clients with an integrated and co-engineered solution that delivers differentiated multi-asset data and analytics across their front and middle office.

READ THE INSIGHT

Why Should Super Funds Strive for a ‘Whole-of-fund’ View?

Superannuation funds will benefit if they can gain a comprehensive perspective on their assets. Learn why the ‘whole-of-fund’ approach is gaining popularity across Australia.

READ THE INSIGHT

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