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:
Press Release
Charles River has won “Best Portfolio Management Solution” at the WealthBriefing Asia Awards, recognizing the platform’s innovation.
eBook
Cloud deployment helps buy-side firms improve operations and better support their front and middle office with the latest capabilities.
Press Release
Societe Generale in Luxembourg centralises trading on Charles River IMS to enhance service to its private banks and I-DEAL clients.
Video
Listen and learn from Charles River thought leaders as they discuss “Managing Funds by Strategy: Decoupling from the Back Office”.
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
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.”
