Check out our latest capabilities supporting Private Markets via our acquisition of Mercatus

The Charles River Investment Management Solution

Investment firms, asset owners, wealth managers, hedge funds and insurers in more than 30 countries rely on Charles River IMS to manage more than USD ~$35 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s front and middle office software technology forms the foundation of State Street Alpha℠.


40+ of the largest 100 investment managers globally.


USD ~$35 Trillion in assets on Charles River IMS.


38,000+ Professionals utilize Charles River IMS.


300+ Clients across 30+ countries use Charles River IMS.


Over 1,000 employees from across the globe.

As of Q3 2021

Latest News

Charles River & Qontigo Video

Partner Ecosystem
Listen as we discuss looking forward to the next phase of Charles River & Qontigo’s Partnership. Qontigo is one of the analytics providers within our partner ecosystem.


The Evolution of ESG from Funds to Custom Portfolios

ESG Management
ESG investing has seen explosive growth in adoption over the last several years. In this Insight we explore the evolution of ESG from funds to custom portfolios.


WealthTech Asia Award Win 2021

Award Win
Charles River Named Winner in ‘Portfolio Management’ at the WealthTechAsia Awards designed to recognize wealth organizations who demonstrate innovation and excellence.


State Street Alpha for Private Markets

Private Markets
Learn how State Street Alpha for Private Markets, powered by Mercatus, helps investment firms and asset owners meet the unique challenges presented by private assets.


Webinars and Events

Leveraging MSCI ESG Analytics in Charles River

Join MSCI product experts to discuss how firms can use MSCI’s extensive ESG analytics to inform their security selection and portfolio construction process in Charles River IMS.

US/EMEA – October 20, 2021: Register Now
APAC – October 21, 2021: Register Now

2021 MMI Annual Conference

Charles River will lead a panel with fellow industry experts discussing sustainable investing and its role in driving new product development. Join our session: Implementing ESG: Meeting Investor Objectives and Fiduciary Obligations.

Thursday, October 21
Register Now

Next Level Learning Sessions Available

Expand your knowledge of the Charles River IMS: Learn product “how to’s” and best practices for different components and workflows. Participants will come away with a greater understanding, improved confidence, and resource material.


Highlights for Investment Managers

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