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.

275

275 Clients across 30+ countries use Charles River IMS.

1,250

Over 1,250 employees from across the globe.

As of Q4 2022

Latest News

MMI Advisory Insights: Navigating the Complexities of Delivering and Distributing Models

Wealth Management
Asset flows into model portfolios have been rising and it is expected that this trend will continue, presenting a growth opportunity for asset managers.

WATCH VIDEO

Shaping the Future of Data Management

Thought Leadership
Data is at the heart of every firm’s operations. Read our latest Speaking of Alpha about shaping the future of data management and an effective data management strategy.

VIEW INSIGHT

DirectBooks Logo

Press Release
Charles River announced a collaboration with DirectBooks enabling investment firms to streamline primary issuance workflows in the Charles River IMS.

READ ARTICLE

Superannuation Fund Operating Model Spectrum

Thought Leadership
Evolution of Superannuation Operating Models: A discussion on key operational areas, evolution of operating models and how teams are addressing these challenges.

READ INSIGHT

Webinars and Events

Leveraging Collateral Management Capabilities

A resilient, integrated solution is important to meet regulatory requirements & mitigate risk. Charles River offers embedded capabilities across the entire lifecycle.

US/EMEA February 8: Register Now
APAC February 9: Register Now

The Evolution of the Charles River and MSCI Partnership

Experts discuss the synergies derived from the partnership, how they innovate to help solve client challenges, and what’s on the horizon.

US/EMEA February 22: Register Now
APAC February 22: Register Now

Portfolio Management & Risk Analytics

Now more than ever, portfolio managers need efficient and scalable technology capabilities to thrive in volatile markets. Join us for this webinar covering the product’s evolution and strategic direction.

Watch Replay

Highlights for Investment Managers

Listen to how our partnership with Factset provides clients with new data sources and analytics to drive investment and risk decisions.

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.

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

The Impact of Potential Regulation

Possible SEC regulation in the model space may require shifts in approach and planning.

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.

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 

The Path to Direct Indexing in Canada: Opportunities and Considerations

​It’s no secret that direct indexing has taken off in the U.S. and momentum does not appear to be slowing.

READ THE INSIGHT

Highlights for Asset Owners

Delivering Member Outcomes at Scale: A discussion on the key operational areas impacting superannuation funds, the evolution of fund operating models and how teams are addressing these challenges.

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.

Charles River for Asset Owners

We help provide asset owners with the agility to respond to changing customer preferences, regulatory requirements & market structure.

READ THE BROCHURE

Positioning APAC Asset Owners for Growth

Technology, Services & Operational Transformation: The changing landscape for asset owners, and how they’re looking to improve and scale their operating models.

READ THE INSIGHT

Viewpoints: The Evolving Role of ESG for APAC Asset Owners

Managing ESG goals and commitments is increasingly top of mind for pensions, insurance companies and sovereign wealth funds.

READ THE INSIGHT

Want to learn more? Get in touch.

We're ready to answer your questions. Contact Sales & Marketing by filling out this form.

Looking for Tech Support?
CLICK HERE.

Follow us on our social channels to stay up-to-date on all Charles River News and Events.