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:
Press Release
Charles River previews future vision with State Street to global asset management audience at EMEA Regional Client Conference.
Smart OEMS
Explore how order and execution management systems help traders use analytics and AI to make more informed trading decisions.
Press Release
Charles River Development and Cassini Systems have formalized a business alliance to automate the calculation of margin estimates.
Video
Charles River & Northfield discuss the use of factor models to support new products and provide insight into risks & opportunities.
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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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) automates and simplifies 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 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) automates and simplifies 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.