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 of 100 largest investment managers globally


Over $59 USD Trillion in assets on Charles River


Over 27,000 professionals utilize Charles River


Over 315 clients in 30+ countries use Charles River


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

The Charles River newsletter is now available! Each issue provides clients, prospects, and partners relevant content, events, and the latest industry and company news.


Artificial Intelligence
Aman Thind, CTO at State Street & Rinesh Patel, Global Head of Financial Services at Snowflake join theCUBE discusses AI use cases powered by Snowflake for this segment of Data Cloud Summit 2024.


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.


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


Upcoming Webinars & Industry Events


Missed one of our webinars?

Peruse our library of on-demand replays: Managing Corporate Action Elections, 24R1 Feature Spotlight, EDM and AI for Data Quality, Alpha for ETFs, Equity EMS, Investing in Private Markets, IBOR, Multi Asset Trade Allocation, Partner Ecosystem and more!

View All On-Demand Replays

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     I    Sydney, Australia
Register Now

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    I    Sydney, Australia
Learn More

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    I    Paris, France
Register Now

Highlights for Investment Managers

The T+1 Growth Opportunity

The shift to T+1 trade settlement in the United States, Canada and Mexico has significant implications for investment managers and the finance industry. Finding the right partner is crucial to help ensure readiness, manage risk and avoid failed settlements. We’re well-positioned to support your shift to T+1 by offering a range of advanced services.

Charles River Appoints Vin Bhat as New Head​ of Asia-Pacific​

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.


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.


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.


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.


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.


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.


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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