More than 25,000 Investment Professionals

Rely on the Charles River Investment Management Solution

50 of the Top 100 Investment Managers

Turn to Charles River to Improve Operations, Reduce Risk & Cost

More than $25 Trillion in Assets

On Charles River’s Front & Middle Office Solution

Investment Firms in over 40 Countries

Leverage Charles River’s 24/7 Global Support & Services

More than 25,000 Investment Professionals

Rely on the Charles River Investment Management Solution

50 of the Top 100 Investment Managers

Turn to Charles River to Improve Operations, Reduce Risk & Cost

More than $25 Trillion in Assets

On Charles River’s Front & Middle Office Solution

Investment Firms in over 40 Countries

Leverage Charles River’s 24/7 Global Support & Services

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 and Broadridge have formalized a business alliance to enable better integration with the SWIFT network.

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GSDS

Smart OEMS
Our latest Viewpoint explores how order and execution management systems are using analytics to make more informed trading decisions.

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GSDS

Press Release
Allan Gray, a privately owned investment manager in South Africa, has adopted the Charles River Investment Management Solution.

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GSDS

Video
Charles River & Northfield discuss the use of factor models to support new products and provide insight into risks & opportunities.

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Charles River GLobal Client Conference

News & Events

See What You Missed

View our Conference Wrap-Up & Photo Gallery from our global event in 2017.

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 enables sound and efficient investing across all asset classes. Investment firms in more than 40 countries use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution (SaaS) automates and simplifies 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 750 employees in 11 regional offices.

Charles River enables sound and efficient investing across all asset classes. Investment firms in more than 40 countries use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution (SaaS) automates and simplifies 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 750 employees in 11 regional offices.

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