Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage over USD $59 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®.

49

49 of 100 largest investment managers globally

$59T

Over $59 USD Trillion in assets on Charles River

27K

Over 27,000 professionals utilize Charles River

315

Over 315 clients in 30+ countries use Charles River

135%

135% increase in headcount over the last 5+ years

As of Q1 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Latest News

Press Release
Charles River announced the launch of its two-way interface with Octaura. The interface allows customers to streamline their syndicated loan trading workflows, promoting greater efficiency and transparency.

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In the News
The shift to T+1 trade settlement in the US, Canada and Mexico has significant implications for investment managers and the finance industry. We’re well-positioned to support your shift to T+1 by offering a range of advanced services.

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Press Release
Charles River has appointed Vin Bhat as Senior Vice President, Head of Asia Pacific, where he will be responsible for all business oversight within the region and collaboration with State Street Alpha. Vin joins Charles River from FactSet

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Thought Leadership
The move to a T+1 settlement cycle in the US, Canada and Mexico offers investment managers a new opportunity to drive growth across their organizations through a wide range of process improvements.

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Upcoming Webinars & Industry Events

New Feature Spotlight: 24R1

A discussion and demo on highlights from our latest release, Charles River Version 24R1. With a host of new features, version 24R1 can help your firm become more flexible, aid efficiency, and increase your visibility into what is happening in the system.

US/EMEA June 26: Register Now
APAC June 27: Register Now

WEBINAR REPLAYS

Missed one of our webinars? Peruse our library of on-demand replays: EDM and AI for Data Quality, Alpha for ETFs, Equity EMS, Investing in Private Markets, IBOR, Multi Asset Trade Allocation, Partner Ecosystem and more!

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View Current Webinars & Events

Investment Data & Technology Summit

Join us at Australia’s largest Summit to discuss how institutions can manage the evolving role of both front office data and technology in investment management.

It examines organizational themes such as data governance, technology architecture and business efficiency.

Sept. 4, 2024     I    Sydney, Australia
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Sydney Cutter Connect 2024

We are looking forward to joining Cutter Associates members in Sydney to discuss the latest trends impacting financial technology and investment ops.

Our exclusive members-only event brings together industry leaders from across the global asset manager and asset owner communities.

Sept. 11-12, 2024    I    Sydney, Australia
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Fixed Income Leaders Summit

Connect with Charles River at the Fixed Income Leaders Summit, where you can collaborate with Europe’s leading Heads of Fixed Income Trading and Portfolio Management.

Gain practical insights on how to adapt your execution and investment strategy and future-proof your desk.

Oct. 3-4, 2024    I    Paris, France
Register Now

Highlights for Investment Managers

The TRADE speaks to Andrew Kovacs, Director of Product, EMEA, at Charles River Development, about client readiness for the shift to T+1, the value of artificial intelligence for the buy-side trading desk and the ongoing trend of investments being made into alternative asset classes.

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.

T. Rowe Price Expands Use of Cloud-Based Charles River IMS​

Charles River announced that T. Rowe Price will transition to Charles River’s cloud-based technology platform for portfolio management, trading, and compliance and the Alpha Data Platform for data management and services.

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Achieving a New Standard in Data Quality with AI​

In this Q&A we discuss how State Street and Charles River is harnessing AI to transform and improve data validation for investment firms and asset owners.

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Operating Model Design in Private Markets Investments​

A discussion on operating model design in Private Markets and insights on the ways in which investment firms are transforming to meet stakeholder demands.

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Highlights for Wealth Managers

Developing a Partner Ecosystem

Establishing 3rd party partnerships is essential to providing the most comprehensive wealthtech solution. Hear how Charles River’s open architecture platform is uniquely suited to partner integration.

Our subject matter experts, Randy Bullard and Nick Diodati, discuss how we’re streamlining the process as well as supporting distribution efforts.

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.

Powering Scalable Portfolio Customization

Charles River & Qontigo: A discussion on how we’re enabling customization at scale, powered by the Axioma Portfolio Optimizer.

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Navigating the Complexities of Delivering and Distributing Models

A discussion on best practices for managers who wish to enter this space, the implications of possible regulation, and what the future may hold.

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Highlights for Asset Owners

A discussion about key operational areas impacting superannuation funds, the evolution of fund operating models and how investment and operations teams are addressing these challenges.

In this article, our panelists discuss how harnessing powerful technologies like artificial intelligence (AI), launching innovative products and expanding into new asset classes is extremely challenging.

Speaking of Alpha: Modernizing Investment Operations for Insurers

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.

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Enabling a Whole of Fund View for Canadian Pensions to Accelerate Data-driven Investment Insights​h

In this article, our panelists discuss industry challenges and the role that State Street plays in providing pensions with timelier insights into their investments and associated risk exposures.​

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