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50 of the Top 100 Investment Managers

turn to Charles River to improve operations, reduce risk and cost.*

*Source of Data: Charles River customer statistics as of Q2 2019

Investment Firms in over 30 Countries

leverage Charles River’s 24/7 global support and services.*

*Source of Data: Charles River customer statistics as of Q2 2019

More than 25,000 Investment Professionals

rely on the Charles River Investment Management Solution.*

*Source of Data: Charles River customer statistics as of Q2 2018

50 of the Top 100 Investment Managers

turn to Charles River to improve operations, reduce risk and cost.*

*Source of Data: Charles River customer statistics as of Q2 2019

Investment Firms in over 30 Countries

leverage Charles River’s 24/7 global support and services.*

*Source of Data: Charles River customer statistics as of Q2 2019

More than 25,000 Investment Professionals

rely on the Charles River Investment Management Solution.*

*Source of Data: Charles River customer statistics as of Q2 2018

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:

GSDS

Press Release
Charles River forms Wealth Client Advisory Board as it marks 10th anniversary as a leading wealth management platform provider.

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GSDS

Press Release
Charles River Investment Management Solution Wins Best Buy-Side Portfolio Management System at the Waters Rankings Awards.

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GSDS

Press Release
Charles River Global Client Conference to feature prominent speaker line-up inviting global industry leaders to connect, explore and learn.

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GSDS

Thought Leadership
A Charles River Conversation – APAC Asset Owners: An Industry in Transition. Navigating Structural and Regulatory Change

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Charles River GLobal Client Conference

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

Client group

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.”

Charles River Development, a State Street Company, enables sound and efficient investing across all asset classes. Investment firms in more than 30 countries use Charles River IMS to manage more than US$25 Trillion in assets as of April 2019 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 925 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 30 countries use Charles River IMS to manage more than US$25 Trillion in assets assets as of April 2019 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 925 employees in 11 regional offices.

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