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.

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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.

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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

Explore & Learn Webinars Summer Recap

Since our webinars are available on demand, It’s the perfect time for you to catch up on some of the great content we have covered this year. Stay up to date with our latest offerings by viewing recent webinars.

WATCH THE REPLAYS

Snowflake Webinar: The Future of ESG in Financial Services

Learn how to quickly access, onboard, and integrate ESG data into workflows and easily build ESG workloads to assist in portfolio construction to regulatory reporting.

August 30, 2022 | 1:00PM ET / 10:00AM PT
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

Highlights for Investment Managers

Spiros Giannaros discusses the future of State Street Alpha Data Platform. Gaining a unified view of public and private assets, helping asset owners create a holistic view of internally and externally managed assets, and providing self service data exploration tools are just some of the examples of what’s next.

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.

Speaking of Alpha: Positioning APAC Asset Owners for Growth

State Street and Charles River discuss 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

Given the multitude of changes, Randy and Josh discuss the technologies and trends that will influence future ESG investing and how they present new opportunities for wealth management firms and individual investors.

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.

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.

READ THE INSIGHT

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 

Charles River Launches Tailored Portfolio Solutions

Integrates Axioma Portfolio Optimizer™ to Power Portfolio Personalization at Scale.

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