Charles River Investment Management Solution

Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $46 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠.

40+

40+ of the largest 100 investment managers globally.

$46T

Over USD $46 Trillion in assets on Charles River IMS.

25K

25,000 Professionals utilize Charles River IMS.

300

~300 Clients across 30 countries use Charles River IMS.

1,200

Over 1,200 employees from across the globe.

As of Q2 2022

Latest Updates

News & Updates
It’s hard to believe that 2022 is coming to a close. With the return of in-person meetings and events, we’ve been able to meet with many of you and look forward to more in 2023.

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Speaking of State Street Alpha: A Holistic Approach to Managing Benchmark and Index Data

Thought Leadership
Speaking of Alpha – Introducing the State Street Alpha and Rimes Partnership: A Holistic Approach to Managing Benchmark and Index Data enabled by Rimes.

VIEW INSIGHT

Press Release
Charles River announced a collaboration with DirectBooks enabling investment firms to streamline primary issuance workflows in the Charles River IMS.

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Thought Leadership
Speaking of Alpha – Helping Asset Allocators Become Data-Driven Organizations: A discussion on challenges & opportunities to extract more insight from growing data.

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Webinars and Events

Streamlining and Automating Post-Trade Operations in Charles River

Post-trade capabilities within Charles River IMS provide real time view of their allocation, confirmation, and matching process.

US/EMEA Dec 14: REGISTER NOW
APAC Dec 15: REGISTER NOW

Introducing FundGuard Investment Accounting in Charles River

Our partnership with FundGuard provides an AI-powered, cloud-native, and multi-asset class investment accounting platform for asset managers and asset owners.

WATCH REPLAY

Leveraging the Axioma Portfolio Optimizer™ in Charles River

The combination of Charles River’s portfolio management capabilities and the Axioma Portfolio Optimizer provide managers with a robust toolkit.

WATCH REPLAY

Highlights for Investment Managers

Snowflake Summit: Modernizing Data Architecture for Capital Markets

Facilitating Collaboration with Alpha Data Platform

Alpha Data Platform (ADP), powered by Snowflake, facilitates collaboration and data sharing across the front, middle and back office. Kishore Kottapalli discusses how ADP enables new synergies that improve client service and deliver faster insights in a highly performant and secure environment.

Watch the Full Interview

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.

State Street and FundGuard Announce Strategic Partnership

State Street and FundGuard announce strategic partnership to deliver accounting solutions for State Street Alpha and will be integrated in the Charles River IMS.

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BestX^® Demo: Gaining Visibility into Multi-Asset Trading Performance

Our partnership and seamless integration with BestX provides comprehensive TCA capabilities across asset classes.

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Discover our Partner Ecosystem

Newest Partners: FundGuard, FactSet, DIrectbooks, Advisor360°

TAKE A LOOK

Highlights for Wealth Managers

Charles River & A360°: Optimizing the Digital Wealth Experience

Providing an Integrated Platform Experience is Crucial for Advisors

Modern technology offers wealth managers and advisors with the right tools to succeed in today’s market. Charles River and Advisor360° discuss the possible solutions to better leverage technology in the wealth space.

Watch the Full Interview

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.

Portfolio Customization at Scale with Charles River and Qontigo

Learn how wealth and asset managers can offer customized portfolios efficiently and at scale through Charles River’s Tailored Portfolio Solutions powered by Qontigo’s portfolio optimization engine.

WATCH THE WEBINAR REPLAY