Charles River^® Investment Management Solution

Investment and wealth managers, asset owners and insurers in ~30 countries rely on Charles River IMS to manage over USD $59 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^®.

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55

55 of 100 largest investment managers globally

$59T

Over $59 USD Trillion in assets on Charles River IMS

29K

Over 29,000 professionals utilize Charles River Technology

315

315 clients in ~30 countries use Charles River

183%

183% increase in headcount over the last 8 years

As of Q2 2026. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Webinars & Events

Investment Highlights

Wealth Highlights

Asset Owners Highlights

WEBINAR: Modernizing OTC Derivatives Management

See how Charles River’s enhanced OTC capabilities support the full trade lifecycle with smarter execution, analytics, and scale.

EMEA/AMRS – Nov 4: Register Now
APAC – Nov 5: Register Now

CHARLES RIVER CONNECT

Join the Charles River community for a complimentary day of insights, connection, and innovation in investment technology and workflows.

Client Connect Boston
October 29, 2026: Register Now
Client Connect Sydney
November 11, 2026: Register Now
Industry Connect London
November 12, 2026: Register Now

EVENT: TSAM Toronto

Join Charles River and leading asset management firms in the Canadian market to discover strategies for efficiency across front, middle, and back office operations, and build lasting connections.

October 19, 2026 I Toronto
Register Now

Highlights for Investment Managers

Accelerating Your ETF Growth Agenda

Bringing new ETFs to market and managing them at scale requires significant expertise and an ecosystem of trusted asset servicing and technology partners.

In this conversation, Jeffrey Sardinha, Head of ETF Solutions at State Street and Steve Milanowycz, Senior Director, Product Management at Charles River Development discuss how our partnership streamlines the ETF lifecycle for many of the world’s largest asset managers and how our leadership is moving the industry forward with scalable, innovative technology and services.

ETFs on Charles River IMS

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.

AI: Transforming Investment Technology

Explore how AI-assisted development helps engineering teams streamline workflows, improve reliability, and accelerate fintech innovation.

EXPLORE THE BREAKDOWN

ETFs: Rethinking How Strategies Are Built and Delivered

Explore how active ETFs are driving product innovation and reshaping the way investment strategies are built and delivered.

READ THE Q&A

Enabling ETF innovation at scale: The Next Evolution of Investment Strategies

Discover how ETF innovation is reshaping portfolio construction and driving the next evolution of investment strategies at scale.

EXPLORE NOW

Highlights for Wealth Managers

The Wealth Revolution

The freedom to move forward is here.

Progress doesn’t pause. With State Street Wealth Services, gain the freedom to move forward through innovation, technology and opportunity designed for growth. We’ve brought together advisory technology, custody and clearing, and investment solutions on a single platform built for wealth managers and advisors. Charles River Wealth anchors the front and middle office, connected to the operational scale behind it.

See what a more complete offering across the wealth management lifecycle means for your firm.

Explore Wealth Services

The Hidden Bottleneck in UMA Operations

Rising demand for personalized portfolios is driving UMA growth, but outdated technology and structural limitations are creating challenges for wealth managers.

READ ARTICLE

Private Markets: Establishing a New Paradigm in Wealth Management

Private markets adoption is accelerating in wealth management. This article covers industry trends, manager selection, and the tech needed to deliver private market portfolios.

READ ARTICLE

Highlights for Asset Owners

Creating Dynamic Operating Models with Smartsourcing

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.

Learn More about Smartsourcing