Charles River^® Investment Management Solution

Investment and wealth managers, asset owners and insurers in ~30 countries rely on Charles River IMS to manage over USD $59 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-based front office technology forms the foundation of State Street Alpha^®.

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53

53 of 100 largest investment managers globally

$59T

Over $59 USD Trillion in assets on Charles River IMS

29K

Over 29,000 professionals utilize Charles River Technology

315+

Over 310 clients in ~30 countries use Charles River

185%

185% increase in headcount over the last 8 years

As of Q4 2025. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Webinars & Events

Investment Highlights

Wealth Highlights

Asset Owners Highlights

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, streamline processes and demon some of the drivers behind the updates and the benefits.

US/EMEA February 25: Register Now
APAC February 26: Register Now

CLIENT EVENT: Charles River Client Connect

We invite all clients to join Charles River executives, product experts and your industry peers to learn how Charles River’s evolving offerings are helping businesses to drive innovation and growth.

BOSTON March 24, 2026: Register Now
TORONTO April 16, 2026: Register Now

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

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

Managing Multi-asset Portfolios in Charles River IMS

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.

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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.

T. Rowe Price Transitions to Charles River’s Enterprise Multi-Asset Investment Management Platform

Charles River announced the expansion of its relationship with T. Rowe Price through the migration to the SaaS-deployed Charles River Investment Management Solution.

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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.

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Highlights for Wealth Managers

Navigating Private Markets in Wealth Management

Charting the Future of Private Markets for Wealth

Hear Charles River’s Head of Wealth Product Strategy, Nick Diodati, discuss the evolution of private assets in the wealth management industry, including growth opportunities, efficiency gains, Charles River’s capabilities, and the future of private markets in the wealth space.

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Charles River Wealth to Expand Capabilities Supporting Private Assets within Unified Managed Accounts (UMA)

Through new enhancements to Charles River IMS, the offering aims to provide a streamlined and integrated solution with advanced portfolio management capabilities across public and private assets within a single portfolio.

READ PRESS RELEASE

Key Trends in Wealth: Growth, Efficiency, and Innovation

Swati Verma, the Head of Charles River Wealth and Advisor Platforms, covers how Charles River’s wealthtech solution is uniquely positioned to support fast-growing firms with a flexible, interoperable platform that evolves with client needs across jurisdictions and asset classes.

WATCH NOW

Highlights for Asset Owners

Creating Dynamic Operating Models with Smartsourcing

A discussion on Smartsourcing where Peter Sherriff, Director of Product Strategy at Charles River and Barnaby Edmunds, Director at 1886 Consulting share their perspectives on what we mean by Smartsourcing and why it is capturing the attention of investment firms today.

Learn More about Smartsourcing