The Charles River Investment Management Solution

Investment firms, asset owners, wealth managers, hedge funds and insurers in more than 30 countries rely on Charles River IMS to manage more than US$30 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s front and middle office software technology forms the foundation of State Street Alpha℠.


40+ of the largest 100 investment managers globally.


USD 30+ Trillion in assets on Charles River IMS.


38,000+ Professionals utilize Charles River IMS.


300+ Clients across 30+ countries use Charles River IMS.


Over 1,000 employees from across the globe.

As of Q1 2021

Latest News

Key Private Bank

Press Release
Key Private Bank consolidated management of its portfolio management capabilities onto Charles River Wealth Management Solution.


Alpha Snowflake Case Study

Data Management
State Street Accelerates Investment Insights by Building Alpha Data Platform (ADP) on Snowflake’s Global Network Data Cloud.


Tailored Portfolio Solutions Video

Product Video
Charles River’s Tailored Portfolio Solutions enables wealth and asset management firms to offer high-value portfolio customization at scale.


APAC Rightsourcing Feature Image

Thought Leadership
“Rightsourcing” APAC Asset Owner Operating Models: What assets and investment activities should be managed internally and which to outsource.


Webinars and Events

Charles River Client Connect

Clients are invited to join Charles River executives, product experts and industry colleagues to learn how our evolving offerings are continuing to help businesses innovate and grow, despite the challenging environment.

Clients are welcome to register here:

US/EMEA – June 17, 2021
Register Now
APAC – June 24th, 2021
Register Now

Gaining Clearer Risk Insights with Qontigo’s Fixed Income Analytics and Charles River

Qontigo joins Charles River to discuss our partnership and ways that investment firms and asset owners can leverage the Axioma Factor-based Fixed Income Risk Model to gain clearer insights into the drivers impacting portfolio performance.

US/EMEA – June 30, 2021
Register Now
APAC – July 7, 2021
Register Now

Next Level Learning Sessions Available for Charles River IMS

Expand your knowledge of the Charles River IMS: Learn product “how to’s” and best practices for different components and workflows.

Participants will come away with a greater understanding, improved confidence, and resource material that can be referenced later.

Register now for a Next Level Learning training session.

Want to learn more? Get in touch.

We're ready to answer your questions.
Contact us or follow us on our social channels.

Want to learn more? Get in touch.

We're ready to answer your questions.
Contact us or follow us on our social channels.