What’s New:
Press Release
Charles River IMS has been named “Best Unified System” by WealthManagement.com 2020 Industry Awards (the “Wealthies”).
Press Release
Charles River announced that Vanguard has consolidated management of taxable money market funds on the cloud-based Charles River IMS.
Speaker Spotlight
Join Platinum Sponsor Charles River and STT Panelists, Keynote Speakers and industry experts for this virtual Data Management Summit.
Webinar
October 7: Streamlining FX workflows with FX Connect® and Charles River with a look at how the integration helps streamline workflows.
All Insights
Liquidity Challenges
Helping APAC Asset Owners Address Liquidity Challenges
UX Insight Part 1
Delivering a High Quality UX to the Front Office: Why the Dark Matters
Insight from the President
Maintaining Business as Usual in the Most Unusual of Times
UX Insight Part 2
The Grid is Dead. Long Live the Grid.
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.
Charles River Featured at Microsoft Inspire 2020 Virtual Conference
President Spiros Giannaros participated in the “Financial Services Regulatory Compliance in the Cloud” session discussing Charles River’s selection of Microsoft® Azure and the Charles River IMS strategic cloud solution.
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Press Releases
Charles River Global Press Releases
Charles River Client Conferences
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2-Minute Take Video Library
Product specialists discuss key buy-side industry trends and tech solutions in these two minute videos
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.”
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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$29 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 April 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$29 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 April 2020