Charles River^® Investment Management Solution

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

40+

40+ of the largest 100 investment managers globally.

$58T

USD ~$58 Trillion in assets on Charles River IMS.

27K

Over 27,000 Professionals utilize Charles River IMS.

320+

Over 320 Clients in 30+ countries use Charles River IMS.

1,750

We serve clients with a global headcount of over 1,750.

As of Q3 2023. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Webinars & Events

Investment Highlights

Wealth Highlights

Asset Owners Highlights

WEBINAR: Streamlining Multi-Asset Trade Allocation

Automating trade allocation workflows is increasingly necessary to manage increased trading volumes and maximize operational efficiency. Charles River product experts will discuss and demo our multi-asset, rule-driven allocation capabilities, recent enhancements and roadmap.

US/EMEA – November 22: Register Now
APAC – November 23: Register Now

WEBINAR: Managing Current Risks in the Securitized Product Market with Charles River and MSCI

Rising interest rates have had a negative impact on both bond prices and mortgage dynamics, increasing risks. Hear Charles River and MSCI experts discuss the current dynamics affecting securitized products and how our partnership is supporting portfolio management processes.

Watch Replay

Highlights for Investment Managers

State Street Alpha & Rimes: Enhancing Index and Benchmark Data

With the shift to passively managed investments and the rapid growth of ESG-themed products, indexes and benchmarks have become central to the investment lifecycle.

Our strategic partnership with Rimes provides institutional investors with a broad range of curated benchmark and index data. Watch our interview with Irene Fusco of Rimes and Paul Gately of State Street Alpha to learn more about this partnership.

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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.

Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS

How our partnership enables faster insights for fixed income portfolio managers and analysts.

READ INSIGHT

Rathbone Now Live on Charles River IMS and Alpha Data Platform

Rathbone Funds is live on the cloud-based Charles River IMS and the State Street Alpha Data Platform (ADP).

READ PRESS RELEASE

T+1 Update

The SEC has finalized its rule that will require shifting from T+2 to T+1. Read how Charles River has been preparing for this largely anticipated change.

READ ARTICLE
WATCH WEBINAR

Highlights for Wealth Managers

Charles River Wealth Insights

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.

Watch More Wealth Insights

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.