What’s New:
Press Release
Charles River announced Dmitriy Ilyin has been appointed Managing Director of Software as a Service (SaaS) Operations and Support.
The TRADE Survey
Buy-Side Clients are welcome to share their experience using Charles River’s OEMS by completing the survey until Friday, August 14.
Educational Services
“Summer School” is not all bad. Take advantage of special summer pricing for our Introductory online training courses through August 31.
Webinars
August 19: Accurate & Timely Position Data with IBOR
Sept 2: Efficient Workflows for Fixed Income Primary Markets & Inventory Aggregation
UX Insight Part 1
Delivering a High Quality UX to the Front Office: Why the Dark Matters
Insight from the President
Maintaining Business as Usual in the Most Unusual of Times
UX Insight Part 2
The Grid is Dead. Long Live the Grid.
FX Management
How Asset Manager M&A Impacts FX Trading Technology Choices
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.
Our strategic cloud solution, Charles River IMS on Microsoft® Azure, enables timelier investment decisions, helps firms adhere to regulatory requirements, and scales seamlessly to support organic and acquisition-based business growth.
News & Events
Charles River Events
Upcoming webinars, tradeshows and more
Press Releases
Charles River Global Press Releases
Charles River Client Conferences
Receive News & Updates about our CRD Conferences
2-Minute Take Video Library
Product specialists discuss key buy-side industry trends and tech solutions in these two minute videos
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$29 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 April 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$29 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 April 2020