Charles River automates the front and middle office investment process for:
Institutional Investment Managers
Institutional asset managers, banks, insurers and pension funds make more informed investment decisions and better serve their clients.
Wealth Managers and Advisors
Sponsors, private banks and financial advisors control risk and support all investment products and tailored strategies on a single platform.
Alternative Investment Managers
Alternative Investment Managers access global liquidity, monitor real-time P&L and risk, and manage complex strategies.
What’s New:
Press Release
Charles River Development and Axioma announce strategic partnership to expand portfolio and risk analytics in Charles River IMS.
Press Release
Charles River Investment Management Solution is awarded “Best Trading Platform – Overall” by Fund Technology and WSL Awards 2019.
Press Release
MFC Asset Management Public Company Limited has adopted new portfolio management capabilities in Charles River IMS.
Webinar
The Changing Role of the Buy-Side Middle Office.
Date 1: March 19, 10am U.S. EDT | 2pm London GMT
Date 2: March 20, 1pm AEDT Melbourne
News & Events
Charles River Client Conferences
Receive News & Updates about our CRD Conferences
Press Releases
Charles River global press releases
Meet Charles River
Upcoming conferences, tradeshows and forums
Smart Beta
Building factor-based portfolios
Middle Office
New challenges and opportunities
Fixed Income
Accessing liquidity with an OEMS
Multi-Asset
Supporting all products on one platform
What Our Clients Are Saying
“Charles River Investment Management Solution allows us to streamline our investment processes, from portfolio analytics through to execution and settlement.”
Follow Us
Charles River Development, a State Street Company, enables sound and efficient investing across all asset classes. Investment firms in more than 40 countries use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution (SaaS) is designed to automate and simplify investment management on a single platform – from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Headquartered in Burlington, Massachusetts, we support clients globally with more than 750 employees in 11 regional offices.
Charles River Development, a State Street Company, enables sound and efficient investing across all asset classes. Investment firms in more than 40 countries use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution (SaaS) is designed to automate and simplify investment management on a single platform – from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Headquartered in Burlington, Massachusetts, we support clients globally with more than 750 employees in 11 regional offices.