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.

285+

285+ Clients in more than 30 countries use Charles River IMS.

1,250

Over 1,250 employees from across the globe.

As of Q4 2022

Latest News

Viewpoints: Portfolio Customization in Wealth Management

Client News
Krungsri Asset Management, a leading Thai firm and long-term client, has transitioned their front office operation to Charles River’s strategic cloud solution.

READ PRESS RELEASE

TradingTech Insight Awards USA 2023

Award Finalist
Charles River’s Fixed Income Solution & Charles River Trader has been named a finalist in the TradingTech Insight Awards USA 2023! Vote for Charles River on Question 24 and 27.

VOTE NOW

Viewpoints: Advocating for Equity

International Women’s Day
Advocating for Equity: Ruby Chiu discusses this year’s theme through the lens of her fintech career and what motivated her to launch the Professional Women’s Network.

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Shaping the Future of Data Management

Thought Leadership
Data is at the heart of every firm’s operations. Read our latest Speaking of Alpha about shaping the future of data management and an effective data management strategy.

VIEW INSIGHT

Webinars and Events

Webinar: Fixed Income Trading in Charles River IMS 

A discussion on themes and trends in the market, and how the latest Charles River fixed income trading capabilities support managers and traders.

US/EMEA April 5: Register Now
APAC April 5: Register Now

Webinar: EDM in State Street Alpha Data Platform

EDM capabilities in the Alpha Data Platform help clients manage and master the data required to inform their pm, risk, trading and compliance processes.

US/EMEA April 19: Register Now
APAC April 20: Register Now

TradeTech 2023

Join Charles River and Europe’s leading buy side heads of equity trading for TradeTech 2023 and our panel discussion on the best approach for implementing a true multi-asset EMS workflow.

April 18 – 19, 2023  I   France 
Register Now

Highlights for Investment Managers

Listen to the future state of our FactSet partnership, helping State Street Alpha and Charles River clients streamline their front office workflows.

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.

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

What’s Ahead

The potential future direction for model delivery and distribution.

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.

Viewpoints: Portfolio Customization in Wealth Management

The demand for portfolio personalization among individual investors is growing. In this article we showcase the innovative power of Tailored Portfolio Solutions and our partnership with Qontigo.

READ INSIGHT

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 

Highlights for Asset Owners

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.

Charles River for Asset Owners

We help provide asset owners with the agility to respond to changing customer preferences, regulatory requirements & market structure.

READ THE BROCHURE

Positioning APAC Asset Owners for Growth

Technology, Services & Operational Transformation: The changing landscape for asset owners, and how they’re looking to improve and scale their operating models.

READ THE INSIGHT

Viewpoints: The Evolving Role of ESG for APAC Asset Owners

Managing ESG goals and commitments is increasingly top of mind for pensions, insurance companies and sovereign wealth funds.

READ THE INSIGHT

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