What’s New:
Award
Charles River Investment Management Solution Wins Best Front-Office Platform in WatersTechnology Asia Awards 2020.
Press Release
Steve Pike has been appointed Director of the Charles River Wealth Hub, responsible for asset manager on-boarding and service bureau relationships.
Press Release
Charles River’s strategic cloud solution, Charles River IMS, has achieved platform and operational readiness on Microsoft® Azure.
Webinars
July 22: Ensuring Op Readiness for the SOFR Transition
August 5: Curve Modelling and Valuation in a SOFR Based World
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.
THE TRADE: The Evolving Role of the Fixed Income O/EMS, Partner Ecosystem and Buy-Side Trader
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 unique 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 unique 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