Global Investment Firms Manage Over $30T

in assets on Charles Rivers IMS*

*Source of Data: Charles River customer statistics as of Q3 2020

Investment Managers and Asset Owners in over 30 Countries

leverage Charles River’s 24/7 global support and services.*

*Source of Data: Charles River customer statistics as of Q3 2020

Approximately 38,000 Investment Professionals

rely on the Charles River Investment Management Solution.*

*Source of Data: Charles River customer statistics as of Q3 2020

Global Investment Firms Manage Over $30T

in assets on Charles Rivers IMS*

*Source of Data: Charles River customer statistics as of Q3 2020

Investment Managers and Asset Owners in over 30 Countries

leverage Charles River’s 24/7 global support and services.*

*Source of Data: Charles River customer statistics as of Q3 2020

Approximately 38,000 Investment Professionals

rely on the Charles River Investment Management Solution.*

*Source of Data: Charles River customer statistics as of Q3 2020

What’s New:

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Insight
Traders with Machines: Why Trade Automation is Cooperative Game Theory and not a Zero-Sum Game – By Kyle Pedrotty & Jay Hinton

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Press Release
National Australia Bank (NAB) Asset Servicing has selected Charles River IMS to provide clients with advanced compliance monitoring

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Press Release
Charles River announced that the Compliance LawCard® Solution is available through the Charles River Investment Management Solution

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Charles River Development Webinar

Webinar
DATA – December 9th (US/EMEA) & 15th (APAC): Charles River and Data Management: A Solid Foundation for the Buy Side

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Streamlining Wealth Manager and Sponsor Communications with Charles River Wealth Hub

 

By automating and consolidating communications with multiple sponsors, the Charles River Wealth Hub helps wealth managers reduce operating costs and errors, improve communications and support increased use of models.

Insights

PERUSE OUR THOUGHT LEADERSHIP

ESG Investing

Supporting ESG Investing for APAC Asset Owners

Regulatory Change

Helping APAC Asset Owners Navigate Regulatory Change

Traders with Machines

Why Trade Automation is Cooperative Game Theory & not a Zero-Sum Game

Liquidity Challenges

Helping APAC Asset Owners Address Liquidity Challenges

Charles River Investment Management Solution helps automates the front and middle office investment process for:

Institutional Investment Managers

Institutional asset managers, banks, insurers and pension funds can make more informed investment decisions and better serve their clients.

Wealth Managers and Advisors

Sponsors, private banks and financial advisors manage 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.

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.”

Investment firms, asset owners, wealth managers, hedge funds and insurers in more than 30 countries rely on Charles River’s front and middle office investment management platform to manage more than US$30 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s cloud-deployed software technology forms the foundation of State Street Alpha℠. The Charles River Investment Management Solution (Charles River IMS) is designed to automate and simplify the institutional investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s growing partner ecosystem enables clients to seamlessly access external data and analytics, applications and liquidity venues that support the demands of their product and asset class mix. Headquartered in Burlington, Massachusetts, we serve clients globally with more than 1,000 employees in 11 regional offices.

Statistics as of Q3 2020

Investment firms, asset owners, wealth managers, hedge funds and insurers in more than 30 countries rely on Charles River’s front and middle office investment management platform to manage more than US$30 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s cloud-deployed software technology forms the foundation of State Street Alpha℠. The Charles River Investment Management Solution (Charles River IMS) is designed to automate and simplify the institutional investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s growing partner ecosystem enables clients to seamlessly access external data and analytics, applications and liquidity venues that support the demands of their product and asset class mix. Headquartered in Burlington, Massachusetts, we serve clients globally with more than 1,000 employees in 11 regional offices.

Statistics as of Q3 2020

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