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.

$48T

USD ~$48 Trillion in assets on Charles River IMS.

27K

Over 27,000 Professionals utilize Charles River IMS.

275

275 Clients across 30+ countries use Charles River IMS.

1,250

Over 1,250 employees from across the globe.

As of Q4 2022

Webinars & Events

Investment Highlights

Wealth Highlights

Asset Owners Highlights

Leveraging Collateral Management Capabilities

A resilient, integrated solution is important to meet regulatory requirements & mitigate risk. Charles River offers embedded capabilities across the entire lifecycle.

US/EMEA February 8: Register Now
APAC February 9: Register Now

The Evolution of the Charles River and MSCI Partnership

Experts discuss the synergies derived from the partnership, how they innovate to help solve client challenges, and what’s on the horizon.

US/EMEA February 22: Register Now
APAC February 22: Register Now

Portfolio Management & Risk Analytics

Now more than ever, portfolio managers need efficient and scalable technology capabilities to thrive in volatile markets. Join us for this webinar covering the product’s evolution and strategic direction.

Watch Replay

Highlights for Investment Managers

State Street Alpha & FactSet: Leveraging Differentiated Data & Portfolio Analytics

Listen to how our partnership with Factset provides clients with new data sources and analytics to drive investment and risk decisions.

Partnering with FactSet provides clients with differentiated analytics and data sources across the investment lifecycle. Chris Ellis and Bruce J. Feibel, CFA discuss the partnership.

Watch the Full Interview

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.

Macro Outlook – Time for Optimism?

Lee Ferridge, Head of Macro Strategy, Americas, at State Street Global Markets^® discusses three bearish trends facing investors in 2023.

WATCH THE VIDEO

FundGuard Strategic Partnership

Partnership to deliver accounting solutions for Alpha and will be integrated in the Charles River IMS.

READ INSIGHT
WATCH PARTNERSHIP VIDEO
WATCH WEBINAR
VIEW PRESS RELEASE

Discover our Partner Ecosystem

Newest Partners: FundGuard, FactSet, DIrectbooks, Advisor360°

TAKE A LOOK

Highlights for Wealth Managers

Navigating the Complexities of Delivering and Distributing Models

The Impact of Potential Regulation

Possible SEC regulation in the model space may require shifts in approach and planning.

Watch the Full Interview

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°: Optimizing the Digital Wealth Experience

Modern technology offers the right tools to succeed in today’s market. We discuss our partnership and the possible solutions to better leverage technology in the wealth space.

WATCH VIDEO