Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $46 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.

$46T

Over USD $46 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 Q2 2022

Latest Updates

Note from Ruby Chiu, Head of Client Management

News & Updates
It’s hard to believe that 2022 is coming to a close. With the return of in-person meetings and events, we’ve been able to meet with many of you and look forward to more in 2023.

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Speaking of State Street Alpha: A Holistic Approach to Managing Benchmark and Index Data

Thought Leadership
Speaking of Alpha – Introducing the State Street Alpha and Rimes Partnership: A Holistic Approach to Managing Benchmark and Index Data enabled by Rimes. 

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DirectBooks Logo

Press Release
Charles River announced a collaboration with DirectBooks enabling investment firms to streamline primary issuance workflows in the Charles River IMS.

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CRD Academy Launch Video

Thought Leadership
Speaking of Alpha – Helping Asset Allocators Become Data-Driven Organizations: A discussion on challenges & opportunities to extract more insight from growing data.

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Webinars and Events

Streamlining and Automating Post-Trade Operations in Charles River

Post-trade capabilities within Charles River IMS provide real time view of their allocation, confirmation, and matching process.

US/EMEA Dec 14: REGISTER NOW
APAC Dec 15: REGISTER NOW

Introducing FundGuard Investment Accounting in Charles River

Our partnership with FundGuard provides an AI-powered, cloud-native, and multi-asset class investment accounting platform for asset managers and asset owners.

WATCH REPLAY

Leveraging the Axioma Portfolio Optimizer™ in Charles River

The combination of Charles River’s portfolio management capabilities and the Axioma Portfolio Optimizer provide managers with a robust toolkit.

WATCH REPLAY

Highlights for Investment Managers

Facilitating Collaboration with Alpha Data Platform

Alpha Data Platform (ADP), powered by Snowflake, facilitates collaboration and data sharing across the front, middle and back office. Kishore Kottapalli discusses how ADP enables new synergies that improve client service and deliver faster insights in a highly performant and secure environment.

The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

State Street and FundGuard Announce Strategic Partnership

State Street and FundGuard announce strategic partnership to deliver accounting solutions for State Street Alpha and will be integrated in the Charles River IMS.

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BestX® Demo: Gaining Visibility into Multi-Asset Trading Performance

Our partnership and seamless integration with BestX provides comprehensive TCA capabilities across asset classes.

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Discover our Partner Ecosystem

Newest Partners: FundGuard, FactSet, DIrectbooks, Advisor360°

TAKE A LOOK

Highlights for Wealth Managers

Providing an Integrated Platform Experience is Crucial for Advisors

Modern technology offers wealth managers and advisors with the right tools to succeed in today’s market. Charles River and Advisor360° discuss the possible solutions to better leverage technology in the wealth space.

The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

Portfolio Customization at Scale with Charles River and Qontigo

Learn how wealth and asset managers can offer customized portfolios efficiently and at scale through Charles River’s Tailored Portfolio Solutions powered by Qontigo’s portfolio optimization engine.

WATCH THE WEBINAR REPLAY

The Path to Direct Indexing in Canada: Opportunities and Considerations

​It’s no secret that direct indexing has taken off in the U.S. and momentum does not appear to be slowing.

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Highlights for Asset Owners

Technology, Services & Operational Transformation: A discussion with Charles River and State Street on the changing landscape for asset owners in the region, and how they’re looking to improve and scale their operating models.

Managing Environmental, Social and Governance (ESG) goals and commitments is increasingly top of mind for pensions, insurance companies and sovereign wealth funds in APAC.

Sanctions Screening in APAC Capital Markets

Effective sanctions screening requires timely, accurate and complete data.

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Charles River for Asset Owners

We help provide asset owners with the agility to respond to changing customer preferences, regulatory requirements & market structure.

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“Rightsourcing” APAC Asset Owner Operating Models

Asset owners globally are evaluating their operating model to determine what assets and investment activities make sense to outsource.

READ THE INSIGHT

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