What’s New:
Press Release
Charles River IMS was awarded “Best EMS/OMS Provider – Fixed Income” by Fund Intelligence Operations and Services Awards 2019.
Press Release
Charles River and Tradeweb announced an expansion of their collaboration to provide multi-asset trading from the Charles River IMS.
Press Release
Charles River Chooses Microsoft Azure, Microsoft Power BI, and Microsoft Teams for Enterprise Investment Management Solution.
Press Release
Charles River and MSCI announce collaboration to integrate MSCI Portfolio and Risk Analytics capabilities with Charles River IMS.
Charles River automates the front and middle office investment process for:
Institutional Investment Managers
Institutional asset managers, banks, insurers and pension funds make more informed investment decisions and better serve their clients.
Wealth Managers and Advisors
Sponsors, private banks and financial advisors control 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.
News & Events
Charles River Client Conferences
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Press Releases
Charles River global press releases
Meet Charles River
Upcoming conferences, tradeshows and forums
Smart Beta
Building factor-based portfolios
Middle Office
New challenges and opportunities
Fixed Income
Accessing liquidity with an OEMS
Multi-Asset
Supporting all products on one platform
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$30 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s 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 unique demands of their product and asset class mix. Headquartered in Burlington, Massachusetts, we serve clients globally with more than 975 employees in 11 regional offices.
Statistics as of October 2019
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 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 unique demands of their product and asset class mix. Headquartered in Burlington, Massachusetts, we serve clients globally with more than 975 employees in 11 regional offices.
Statistics as of October 2019