Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage nearly USD $58 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-based front office technology forms the foundation of State Street Alpha®.

49

49 of the largest 100 investment managers globally

$59T

Over $59 USD Trillion in assets on Charles River

27K

Over 27,000 professionals utilize Charles River

315

Over 315 clients in 30+ countries use Charles River

120%

More than 120% increase in headcount over the last 5 years

As of January 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Latest News

Award Win
The accolades continue! Charles River has recently won Best Cloud-Based Front-Office Solution & Best Front-Office Data Management Tool, Best Portfolio & Wealth Management, as well as Best Buy-Side OMS.

VIEW ALL AWARDS

Thought Leadership
By democratizing access to curated, role-appropriate data, institutional investors empower their employees and stakeholders to make timelier and more confident investment decisions.

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Press Release
Charles River announced a collaboration with S&P Global Market Intelligence that will enable firms to automate and streamline primary issuance workflows in the Charles River IMS. 

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Thought Leadership
The challenges insurers face today and how our cross-disciplinary teams apply decades of expertise to help clients transform their operating model and drive sustainable growth.

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Upcoming Webinars & Industry Events

BISA 2024 Annual Convention

Meet us at BISA, which strives to foster innovation for future success, encapsulated in the theme, “Innovate Today. Thrive Tomorrow.”

In rapidly changing landscapes, staying ahead requires innovative thinking, creative solutions, and forward-looking strategies.

March 5-8    I     Florida
Register Now

InvestOps 2024

Join Charles River at the world’s leading buy side investment ops conference. Find out how to best navigate and thrive in these evolving market conditions by joining the world’s largest Investment Operations conference.

Benchmark with the most influential buy side firms and gain practical insights.

March 11 – 13    I    Florida
Register Now

2024 MMI Summit

Join Charles River for MMI’s annual leadership event for two days of elevated perspectives, thought-provoking insights, and dedicated time for small group, peer to peer discussions. 

We are proud to be a Cobalt Partner for another consecutive year!

March 13 – 14    I    Florida
Register Now

IMAS Investment Conference

Join us to hear about today’s dynamic landscape for asset managers and emerging opportunities in digitization, generative AI, and the growing emphasis on ESG.

Asset managers have an opportunity to embrace an adaptive mindset and seize emerging opportunities.

March 27   I    Singapore
Register Now

Highlights for Investment Managers

With the shift to passively managed investments and the rapid growth of ESG-themed products, indexes and benchmarks have become central to the investment lifecycle.

Our strategic partnership with Rimes provides institutional investors with a broad range of curated benchmark and index data. Watch our interview with Irene Fusco of Rimes and Paul Gately of State Street Alpha to learn more about this partnership.

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.

Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS

How our partnership enables faster insights for fixed income portfolio managers and analysts.

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T+1 Update

The SEC has finalized its rule that will require shifting from T+2 to T+1. Read how Charles River has been preparing for this largely anticipated change.

READ THE INSIGHT
VIEW INTERACTIVE PDF

Discover our Partner Ecosystem

Newest Partners: FundGuard, FactSet, DIrectbooks, Advisor360°

TAKE A LOOK

Highlights for Wealth Managers

Developing a Partner Ecosystem

Establishing 3rd party partnerships is essential to providing the most comprehensive wealthtech solution. Hear how Charles River’s open architecture platform is uniquely suited to partner integration.

Our subject matter experts, Randy Bullard and Nick Diodati, discuss how we’re streamlining the process as well as supporting distribution efforts.

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.

Powering Scalable Portfolio Customization

Charles River & Qontigo: A discussion on how we’re enabling customization at scale, powered by the Axioma Portfolio Optimizer.

WATCH INTERVIEW

Navigating the Complexities of Delivering and Distributing Models

A discussion on best practices for managers who wish to enter this space, the implications of possible regulation, and what the future may hold.

WATCH VIDEO 

Highlights for Asset Owners

The ability to harness large volumes of portfolio, market, and reference data from multiple sources in a flexible and easily accessible manner creates new opportunities for forward-looking asset allocators.

In this article, our panelists discuss industry challenges and the role that State Street plays in providing pensions with timelier insights into their investments and associated risk exposures.​

Helping Superannuation Funds Transition to a Total Portfolio Approach

The ability to harness large volumes of portfolio, market, and reference data from multiple sources in a flexible and easily accessible manner creates new opportunities for forward-looking asset allocators.

READ THE INSIGHT

The Evolution of Superannuation Operating Models

Delivering Member Outcomes at Scale: A discussion on the key operational areas impacting superannuation funds, the evolution of fund operating models and how teams are addressing these challenges.

READ THE INSIGHT

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