Global Investment Firms Manage Over $29T

in assets on Charles Rivers IMS*

*Source of Data: Charles River customer statistics as of April 2020

Investment Managers and Asset Owners in over 30 Countries

leverage Charles River’s 24/7 global support and services.*

*Source of Data: Charles River customer statistics as of April 2020

Approximately 39,000 Investment Professionals

rely on the Charles River Investment Management Solution.*

*Source of Data: Charles River customer statistics as of April 2020

Global Investment Firms Manage Over $29T

in assets on Charles Rivers IMS*

*Source of Data: Charles River customer statistics as of April 2020

Investment Managers and Asset Owners in over 30 Countries

leverage Charles River’s 24/7 global support and services.*

*Source of Data: Charles River customer statistics as of April 2020

Approximately 39,000 Investment Professionals

rely on the Charles River Investment Management Solution.*

*Source of Data: Charles River customer statistics as of April 2020

What’s New:

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Press Release
Charles River announced Dmitriy Ilyin has been appointed Managing Director of Software as a Service (SaaS) Operations and Support.

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The Trade EMS Survey 2020 HOMEPAGE

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.

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Ed Services HOMEPAGE

Educational Services
“Summer School” is not all bad. Take advantage of special summer pricing for our Introductory online training courses through August 31.

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Charles River Development Webinar

Webinars
August 19: Accurate & Timely Position Data with IBOR
Sept 2: Efficient Workflows for Fixed Income Primary Markets & Inventory Aggregation

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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.

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Charles River Client Conferences

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2-Minute Take Video Library

Product specialists discuss key buy-side industry trends and tech solutions in these two minute videos

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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.”

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

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