Charles River® Investment Management Solution

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

53

53 of 100 largest investment managers globally

$58T

Over $58 USD Trillion in assets on Charles River IMS

28K

Over 28,000 professionals utilize Charles River Technology

325

325 clients in 30+ countries use Charles River

185%

185% increase in headcount over the last 7+ years

As of Q1 2025. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Webinars & Events
Investment Highlights
Wealth Highlights
Asset Owners Highlights

Latest News

Alpha Data Platform: Vision to Reality

Data Management
Alpha Data Platform: Vision to Reality explores how asset managers are turning data into actionable insights to drive smarter decisions and accelerate time to market.

READ INSIGHT

Total cost of ownership analysis: Enabling a strategic approach

Asset Owners
A total cost of ownership (TCO) analysis reveals full costs and benefits of operating models, guiding strategic decisions with clarity aligned with growth goals.

READ INSIGHT

Key Themes in Private Credit

People & Purpose
Harnessing the Power of Innate Passion: Rajesh Bodi shares how adaptability, learning, teaching, and networking fuel growth in SaaS and product support.

READ INSIGHT

Private Credit

Private Markets
We explore how effective deal and pipeline management supports better investor decisions and how tech platforms drive growth for alts managers

READ BLOG

Webinars & Industry Events

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Event: Investment Data & Technology Summit

Meet with Charles River Representatives to explore cutting-edge investment tech and data strategies. Join us and elevate your approach.

August 26, 2025   I   Sydney
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Missed a Webinar? 

With all our webinars available on demand, now’s the perfect time to catch up on the great content we’ve shared this year. Explore new Charles River IMS highlights and see how our products can support your firm’s drive for flexible, efficient operations.

View On-Demand Webinars Replays

Event: MMI Annual Conference

Join us for a three-day adventure packed with expert insights, enlightening discussions, and opportunities to talk with Charles River wealth experts and leaders from across the wealth industry.

October 15 – 17, 2025   I   Washington DC
REGISTER NOW

Highlights for Investment Managers

Taking the Industry by Storm​

Redefining Institutional Investing with Alpha

John Plansky, Head of State Street Alpha, speaks on how launching the platform 5-years ago, we have taken the industry by storm.

Learn More about State Street Alpha

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.

OptimX Integrates with Charles River to Deliver Bilateral Liquidity to Institutional Desktops​

A pioneer in advanced liquidity management, OptimX has been certified as a sweep partner with the Charles River IMS.

READ PRESS RELEASE

Key Themes in Private Credit​

Private credit is facing an inflection point. Key industry trends and headwinds are shaping this dynamic asset class and firms of all sizes are seeking to diversify and gain exposure to private assets.

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How State Street Uses Snowflake and Azure to Manage 10% of the World’s Financial Assets​

Discover how State Street leverages Snowflake and Azure to transform financial data management and drive client success. Learn how these technologies power State Street’s Alpha Data Platform, enabling secure, scalable, and efficient data management.

GAIN PERSPECTIVE

Highlights for Wealth Managers

Managed Accounts Continue Surge in Growth

Navigating the Dynamic Wealth Management Industry

 recent survey conducted by MMI found that 81% of wealth managers and 88% of asset managers expect growth of managed products in the next few years.

Check out this webinar clip of Charles River’s Randy Bullard discussing the trend and describing how Charles River supports managed account operations across the investment lifecycle.

Watch Additional Segments

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.

Direct Indexing Implementation: Reimagining Processes

Direct indexing (DI) as a portfolio personalization strategy continues to gain traction. Learn how to implement these strategies and choose the appropriate provider and streamline the administration of the programs.

READ ARTICLE

Advisory Insight: Building a UMA Program for the Future

Explore the evolution of Unified Managed Accounts (UMAs) and how advancements in wealth platforms and technology enhance investment features, operational efficiency, and client value.

WATCH INTERVIEW

Charles River Wealth Insights

Our subject matter experts, Randy Bullard and Nick Diodati, discuss recent trends in the Wealth Management industry.

WATCH SEGMENTS

Highlights for Asset Owners

Creating Dynamic Operating Models with Smartsourcing

A discussion on Smartsourcing where Peter Sherriff, Director of Product Strategy at Charles River and Barnaby Edmunds, Director at 1886 Consulting share their perspectives on what we mean by Smartsourcing and why it is capturing the attention of investment firms today.

Learn More about Smartsourcing

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.

Smartsourcing: Scaling with a Hybrid Approach​

The asset management landscape is going through a period of rapid growth, with market volatility, geopolitical uncertainty and expanding global markets. This calls for a rise in need for scalability and transformation. While the business objectives may be similar, the strategies and growth rate of each organization are unique.

READ INSIGHT

Investment and Superannuation: Meeting the Needs of Tomorrow’s Savers​

The next generation of savers have different expectations of investment firms and superannuation funds. The investment industry must explore how it can leverage data and technology to evolve and meet shifting client preferences, as well as the needs of their members.

READ INSIGHT