What’s New:
Video
CRD and BondCliq’s partnership provides corporate bond traders with high quality data for improved decision support and faster time to insight
Press Release
State Street Launches Cloud-Native State Street Alpha℠ Data Platform for Institutional and Wealth Managers, Partnership with Snowflake
Webinar
Delivering Customized Investor Portfolios at Scale – Watch the WealthManagement.com Webinar Replay featuring Charles River
Webinar
Maximizing Internal Liquidity Opportunities: Multi-Asset Trade Crossing in Charles River IMS – January 13 (US/EMA) & January 20 (APAC)
Next Gen Tech Panel Discussion at TSAM Tech Show
Experts discuss how investment management technology solutions built on next generation, cloud-optimized architecture not only solve daily operational challenges, manage costs and risk, but also enable business growth through innovative capabilities.
Insights
PERUSE OUR THOUGHT LEADERSHIP
“Anecdata”
What Traders Know, and How to Make Trade Automation Intelligent
Building Trust in Trade Automation
How to Address Fewer Traders Handling More Orders
Traders with Machines
Why Trade Automation is Cooperative Game Theory & not a Zero-Sum Game
ESG Investing
Supporting ESG Investing for APAC Asset Owners
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.
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.”
Follow Us
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