page contents

50 of the Top 100 Investment Managers

turn to Charles River to improve operations, reduce risk and cost.*

*Source of Data: Charles River customer statistics as of Q2 2018

Investment Firms in over 40 Countries

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

*Source of Data: Charles River customer statistics as of Q2 2018

More than 25,000 Investment Professionals

rely on the Charles River Investment Management Solution.*

*Source of Data: Charles River customer statistics as of Q2 2018

50 of the Top 100 Investment Managers

turn to Charles River to improve operations, reduce risk and cost.*

*Source of Data: Charles River customer statistics as of Q2 2018

Investment Firms in over 40 Countries

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

*Source of Data: Charles River customer statistics as of Q2 2018

More than 25,000 Investment Professionals

rely on the Charles River Investment Management Solution.*

*Source of Data: Charles River customer statistics as of Q2 2018

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.

What’s New:

GSDS

Press Release
Charles River has been selected as winner of the “Best Institutional Investment Platform” at the 2019 FinTech Breakthrough Awards.

Read More

GSDS

Press Release
Söderberg selects Charles River Investment Management Solution to streamline and consolidate investment management processes.

Read More

GSDS

Press Release
Charles River Development and Axioma announce strategic partnership to expand portfolio and risk analytics in Charles River IMS.

Read More

GSDS

Thought Leadership
How Factor Models inform the investment process and change the way investment managers construct portfolios and analyze risk.

Read More

Charles River GLobal Client Conference

News & Events

Charles River Client Conferences

Receive News & Updates about our CRD Conferences

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

Client group

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.”

Charles River Development, a State Street Company, enables sound and efficient investing across all asset classes. Investment firms in more than 40 countries use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution (SaaS) is designed to automate and simplify investment management on a single platform – from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Headquartered in Burlington, Massachusetts, we support clients globally with more than 750 employees in 11 regional offices.

Charles River Development, a State Street Company, enables sound and efficient investing across all asset classes. Investment firms in more than 40 countries use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution (SaaS) is designed to automate and simplify investment management on a single platform – from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Headquartered in Burlington, Massachusetts, we support clients globally with more than 750 employees in 11 regional offices.

Follow Us