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+

40+ of the largest 100 investment managers globally.

$30T

USD 30+ Trillion in assets on Charles River IMS.

38K

38,000+ Professionals utilize Charles River IMS.

300+

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

1,000

Over 1,000 employees from across the globe.

As of February 2021

Latest News

Nomura Text Only Homepage

Client News
Nomura Asset Management, a leading Japanese asset manager, is expanding their use of the of cloud-based Charles River IMS on Microsoft® Azure.

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FinTech Breakthrough Homepage

Award Win
Charles River IMS has been selected as winner of the “Best Trading Platform” award in the fifth annual FinTech Breakthrough Awards.

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Colfondos Logo Feature Image

Client News
Colfondos has selected Charles River IMS to manage their domestic and global equity and fixed income portfolios on a consolidated platform.

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Microsoft Logo Feature Image

Press Release
Multiple clients adopt the Charles River Investment Management Strategic Cloud Solution delivered on Microsoft® Azure.

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Webinars and Events

Corporate Actions Processing in Charles River IMS

Discussion and demo of the latest processing capabilities, from data acquisition and validation to processing and position adjustment.

US/EMEA – April 21, 2021
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APAC – April 28, 2021
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MMI Summit 2021

Join senior executives from across the advisory industry for this two-day Summit which will focus on moving forward in an environment of accelerated change.

Charles River is a MMI Cobalt Partner.

April 21 and 22, 2021
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Next Level Learning Sessions Available for Charles River IMS

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.

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Data and Tech

Leveraging MSCI’s Portfolio Analytics in Charles River

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.

New Approaches to Managing Data

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Invesco to Transition Front-to-Back Investment Servicing to State Street Alpha℠ Platform

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Panel Discussion: Next Gen Tech Supports Growth and Innovation

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Wealth Management

The Evolution of Direct Indexing

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.

Charles River Wealth Management Solution

OPEN BROCHURE

Direct Indexing: 2020’s Surge is Just the Beginning

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Charles River IMS for Wealth Managers and Advisors

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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.

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