Charles River Investment Management Solution

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

Webinars & Events

Investment Highlights

Wealth Highlights

Asset Owners Highlights

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

State Street Alpha & FactSet: Leveraging Differentiated Data & Portfolio Analytics

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.

Watch the Full Interview

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

Navigating the Complexities of Delivering and Distributing Models

What’s Ahead

The potential future direction for model delivery and distribution.

Watch the Full Interview

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

Learn more about Charles River for Asset Owners