The Charles River Investment Management Solution

Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠.

40+

40+ of the largest 100 investment managers globally.

$36T

Over USD $36 Trillion in assets on Charles River IMS.

25K

~25,000 Professionals utilize Charles River IMS.

300

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

1,200

Over 1,200 employees from across the globe.

As of Q4 2021

Latest Updates

Futuregrowth Asset Management

Client News
Futuregrowth, a South African Asset Manager, has selected Charles River IMS as their new front office investment system and for managing fixed income strategies.

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TraderTV Logo

Partner News
Traders need to treat their data as an asset & integrate it effectively into their workflows to deliver better outcomes. Watch how Charles River and LedgerEdge have collaborated.

WATCH VIDEO

Rathbones Logo

Client News
Rathbone Funds has selected Charles River IMS to support their equity, fixed income and multi-asset portfolio management on the State Street Alpha Data Platform.

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Advisor360° Logo

Partner News
State Street, Charles River Development and Advisor360° announce strategic partnership to deliver an integrated technology solution to the Wealth Management industry.

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Webinars and Events

Leveraging Qontigo’s Axioma MAC Risk Model in Charles River

A discussion and demo on MAC portfolio and risk workflows in Charles River IMS using sample excerpts from the Axioma MAC Factor Risk Model.

May 18 – US/EMEA: REGISTER NOW
May 19 – APAC: REGISTER NOW

TradeTech Europe 2022

Join us to learn and network with Europe’s leading buy side heads of equity trading. Listen to our panel discussion discussing how current OMS and EMS providers have evolved their platform capabilities.

May 11 – 12 | Paris, France
REGISTER NOW

2022 MMI Toronto Wealth Management Summit

Learn how we’re helping wealth managers deliver customized portfolios at scale and collaborate closer with asset managers offering model portfolios.

June 9, 2022 | Toronto
REGISTER NOW

Highlights for Investment Managers

Charles River IMS provides firms with a complete solution for portfolio construction and optimization, risk forecasting, performance attribution and scenario analysis. Clients can access their preferred internal and third-party analytics, data and models directly from Charles River to accommodate the bespoke demands of their product and asset mix.

Holistic Data Management

How Asset Owners Can Turn Data into a Competitive Advantage

READ THE INSIGHT

Financial Times: State of the Art

Charles River’s Spiros Giannaros reveals how the art and science of data management come together

READ THE ARTICLE

Discover our Partner Ecosystem

Newest Partners: Advisor360°, LTX, LedgeEdge, Precisely, RIMES

TAKE A LOOK

Highlights for Wealth Managers

Streamlining Wealth Manager and Sponsor Communications with Charles River Wealth Hub

The Charles River Wealth Hub is the industry’s first API-driven open network solution, automating and streamlining connectivity between separate account asset managers and wealth management platform sponsors.

Charles River Launches Tailored Portfolio Solutions

Integrates Axioma Portfolio Optimizer™ to Power Portfolio Personalization at Scale.

LEARN MORE

The Evolution of ESG from Funds to Custom Portfolios

ESG investing has seen explosive growth in adoption over the last several years.

READ THE INSIGHT

The Charles River Wealth Management Solution

A new paradigm with a cloud-based, interoperable, and powerful platform.

VIEW BROCHURE

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