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 US$30 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 30+ Trillion in assets on Charles River IMS.


38,000+ Professionals utilize Charles River IMS.


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


Over 1,000 employees from across the globe.

As of Q1 2021

Latest News

MSCI Fixed Income Insight

Partner Ecosystem
Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS ensuring interoperability with a growing ecosystem of third-party providers.


Mercatus Logo

Private Markets
Mercatus’s private markets solution augments Charles River’s platform for public markets, enabling us to support clients across the full spectrum of their investments.


Mercatus Background

Press Release
State Street Launches Front to Back Private Markets Solution, agrees to acquire Mercatus to offer fully integrated platform for growing private market segments.


Asset Owners

Asset Owners
An enterprise platform for pensions, superannuation funds and official institutions looking to “right source” their operating model with a combination of technology and services.


Webinars and Events

Streamlining Trade Automation with the Charles River Broker Wheel

Join Charles River product experts for a discussion and demonstration of Charles River’s broker (or algo) wheel and our latest trade automation capabilities.

US/EMEA – September 8, 2021: Register Now
APAC – September 15, 2021: Register Now

Next Level Learning Sessions Available for Charles River Investment Management Solution

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 that can be referenced later.


Want to learn more? Get in touch.

We're ready to answer your questions.
Contact us or follow us on our social channels.

Want to learn more? Get in touch.

We're ready to answer your questions.
Contact us or follow us on our social channels.