Check out our latest capabilities supporting Private Markets via our acquisition of Mercatus

The Charles River Investment Management Solution

Investment firms, asset owners, wealth managers, hedge funds and insurers in more than 30 countries rely on Charles River IMS to manage more than USD ~$35 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s front and middle office software technology forms the foundation of State Street Alpha℠.


40+ of the largest 100 investment managers globally.


USD ~$35 Trillion in assets on Charles River IMS.


~25,000+ Professionals utilize Charles River IMS.


~300 Clients across 30+ countries use Charles River IMS.


Over 1,000 employees from across the globe.

As of Q3 2021

Latest News

Microsoft Azure

Press Release
Federated Hermes, a global leader in active responsible investing, is now live with more than $97 billion in equity strategies on Charles River’s strategic cloud solution.


MTS Logo

Partner News
Charles River has completed the integration of MTS BondsPro, an SEC-registered Alternative Trading System (ATS), with the Charles River Order OEMS and Inventory Hub.


Charles River & Qontigo Video

Partner Ecosystem
Listen as we discuss looking forward to the next phase of Charles River & Qontigo’s Partnership. Qontigo is one of the analytics providers within our partner ecosystem.


Charles River Feature

Press Release
Caroline O’Shaughnessy  has been appointed Head of EMEA, where she will be responsible for all business oversight within the region and collaboration with State Street Alpha.


Webinars and Events

Portfolio Customization at Scale with Qontigo

Join the discussion and demonstration of our current commission management capabilities, workflows, use cases and roadmap in Charles River Investment Management Solution.

US/EMEA – December 1: Register Now
APAC – December 2: Register Now

Institutional Fixed Income Summit 2021

Charles River, a workshop sponsor at the Institutional Fixed Income Summit 2021, will lead a discussion on what a Total Portfolio View looks like across Public and Private markets in today’s environment.

November 24, 2021
Register Now

Next Level Learning Sessions Available

Expand your knowledge of the Charles River IMS: Learn product “how to’s” and best practices for different components and workflows. Participants will come away with a greater understanding, improved confidence, and resource material.


Highlights for Investment Managers

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