Latest News
Data Management
Three essentials for data-driven success in modern investment management from our Data Opportunity report as firms work to break down legacy silos.
Press Release
Charles River plans to expand its existing support of private market assets within the unified managed accounts (UMA) capabilities offered through Charles River IMS.
Thought Leadership
Expert perspectives on how investment firms are adapting to a rapidly evolving landscape, mastering new regulatory standards and harnessing the power of data.
Press Release
Charles River announced the expansion of its relationship with T. Rowe Price through the migration to the SaaS-deployed Charles River Investment Management Solution.
Webinars, Podcasts & Industry Events
EVENT: InvestOps 2026
Join us at the world’s leading buy‑side investment operations conference, where industry leaders come together to shape the future of capital markets operations. Our private markets expert, Alex Popp, will join the panel “The Convergence of Private and Public Markets.”
March 9 – 11, 2026 I Orlando, FL USA
Register Now
WEBINAR: 25R3 Release Highlights
Join us as we reveal the latest features available in Charles River Version 25R3. Learn how to leverage enhanced capabilities to optimize your operations and streamline processes. They will highlight and demonstrate some of the drivers behind the updates and the benefits.
US/EMEA February 25: Register Now
APAC February 26: Register Now
EVENT: 2026 MMI Summit
We’re proud to be a Cobalt Sponsor at this year’s MMI Summit, the premier gathering for senior leaders across the wealth investment advisory industry. Visit our booth to connect with our team as we engage in conversations on the macro trends shaping the future of investment advice and solutions.
March 18 – 20, 2026 I Orlando, FL USA
Register Now
Highlights for Investment Managers
Driving differentiations and innovation with a multi-asset investment platform
Modern investment strategies demand agility and insight. From multi-asset investing across public and private markets to modern investment data management, firms are seeking ways to enable cross-asset collaboration and gain scale and flexibility through partner ecosystems.
In this series, Steven Milanowycz, Head of Product Strategy at Charles River, shares why modern technology platforms are essential for managing multi-asset class investing at scale, and how they empower firms to adapt and thrive in today’s complex investment landscape.
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.
Future-Proofing Investment Management
Compliance and regulatory reporting have become increasingly complex and demanding for investment firms. Discover the role of Digital Transformation in compliance, ESG, and beyond.
Data Platform: Vision to Reality
Our Data Platform enables asset managers to harness data for smarter decisions, deeper insights, and faster time to market.
How Data-Driven Decision making is Shaping the Future of Investing
In the investment management market, data, when refined through analytics, can empower decision-making and performance. Read how Digital Transformation is also central to realizing the potential of data-driven decision making.
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Latest Insights
Three essentials for data-driven success in modern investment management
How asset owners are adapting to new regulatory and client demands: A conversation with Meradia
From Control to Confidence: The New Era of Investment Data Strategy
How Data-Driven Decision making is Shaping the Future of Investing