Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage over USD $60 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®.

53

53 of 100 largest investment managers globally

$60T

Over $60 USD Trillion in assets on Charles River IMS

27K

Over 27,000 professionals utilize Charles River Technology

325

325 clients in 30+ countries use Charles River

170%

170% increase in headcount over the last 7+ years

As of Q4 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Redefining Institutional Investing with Alpha

Thought Leadership
Take the industry by storm with State Street Alpha at the center of your investment operations. Firms are empowered to drive growth, maximize potential and uncover new opportunities in every market.

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Press Release
OptimX integrates with Charles River to deliver bilateral liquidity to institutional desktops. A pioneer in advanced liquidity management, OptimX has been certified as a sweep partner with the Charles River IMS.

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Thought Leadership
The next generation of savers have different expectations of investment firms and superannuation funds. How it can firms leverage data and tech to evolve and meet shifting client preferences?

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Press Release
Charles River announced that Australian Ethical Investment has selected the Charles River IMS to automate its front and middle office processes for its entire investment portfolio.

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Webinars & Industry Events

Webinar: The State Street Alpha Data Platform – Vision to Reality

A discussion on how we executed our Alpha Data Platform (ADP) vision and why harnessing data to inform decision-making, improve investment insights, and achieve faster time to market continues to be a critical need.

US/EMEA Feb 12: REGISTER NOW
APAC Feb 13: REGISTER NOW

Industry Event: BVI Fund Operations Conference

Join Charles River and State Street representatives for an exciting day of lectures and discussions on the DORA implementation, artificial intelligence,, blockchain and digitalization in asset management and how can data be used more efficiently.

February 25   I  Frankfurt, Germany
REGISTER NOW

Charles River Client Connect: Regional Connect – Toronto

We invite clients to join Charles River executives, product experts and your industry peers to learn how Charles River’s evolving offerings are helping businesses to drive innovation and growth. This is a client only event.

March 4   I  Toronto ON
REGISTER NOW

Highlights for Investment Managers

How we transform financial data management and drive client success.

Aman Thind, Chief Architect and CTO for State Street Alpha, shares how Snowflake and Azure power State Street’s Alpha Data Platform, enabling secure, scalable, and efficient data management.

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.

Navigating the Changing Investment Technology Landscape​m​

Finding the right balance of technology, services and expertise is key to meeting these competing challenges. Dan Daum, Global Head of Sales shares his perspectives on rapidly changing industry dynamics and the central role of trusted partners in effecting transformation.

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Operadora de Fondos Banorte Adopts Charles River’s Cloud-Based Platform​

Charles River announced that Operadora de Fondos Banorte, one of Mexico’s largest mutual fund companies, is now live on Charles River’s cloud-based Investment Management Solution

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Charles River and Octaura Launch Two-Way Interface for Simplified Syndicated Loan Trading​

The interface allows Charles River and Octaura customers to streamline their syndicated loan trading workflows, promoting greater efficiency and transparency. 

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Highlights for Wealth Managers

The Journey to a UMA Program

Explore how the continuing evolution of wealth platforms and technology enable new investment features, operational efficiency, reduced complexity, and client value.

Charles River’s Global Head of Wealth Randy Bullard and JP Morgan’s Managing Director Eric Lordi discuss the evolution of Unified Managed Accounts (UMAs).

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.

Webinar: Navigating the Dynamic Wealth Management Industry

At Charles River, we see the larger picture as well as what our wealth clients experience in their day-to-day business operations. We’ve aligned our Wealth Management Solution to respond to our clients’ needs today and to position for the future.

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Charles River Wealth Insights

Our subject matter experts, Randy Bullard and Nick Diodati, discuss recent trends in the Wealth Management industry.

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Highlights for Asset Owners

A discussion on Smartsourcing where Peter Sherriff, Director of Product Strategy at Charles River and Barnaby Edmunds, Director at 1886 Consulting share their perspectives on what we mean by Smartsourcing and why it is capturing the attention of investment firms today.

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.

From Revolution to Evolution: Building the Next-gen Operating Model​

In this interview, Peter Sherriff discusses how a well-executed revolution can enable a sustainable and ongoing evolution of future operating models for asset owners and investment firms.

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The Evolution of Superannuation Operating Models​​

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.

READ INSIGHT