The Charles River Investment Management Solution

Investment firms, asset owners, wealth managers, hedge funds and insurers in more than 30 countries rely on Charles River IMS to manage more than US$30 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s front and middle office software technology forms the foundation of State Street Alpha℠.

40+

40+ of the largest 100 investment managers globally.

$30T

USD 30+ Trillion in assets on Charles River IMS.

38K

38,000+ Professionals utilize Charles River IMS.

300+

300+ Clients across 30+ countries use Charles River IMS.

1,000

Over 1,000 employees from across the globe.

As of February 2021

Latest News

STT Alpha Ecosystem HP Feature Image

Partner Ecosystem
Learn how State Street Alpha℠ enables connectivity and interoperability with a vibrant ecosystem of third-party providers.

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New Client
Rest, one of Australia’s largest industry superannuation funds has selected the Charles River IMS to streamline front and middle office operations.

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Thought Leadership
“Anecdata” – How to Make Trade Automation Intelligent. Charles River IMS is helping traders to systematize their accumulated knowledge.

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Ecosystem Partner
OTCX, a leading multi-dealer RFQ platform, announced the successful certified integration with Charles River Investment Management Solution.

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Webinars and Events

Introducing the State Street AlphaSM Data Platform (ADP)

US/EMEA – February 24, 2021
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APAC – March 3, 2021
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Next Level Learning Sessions Available for Charles River IMS

Expand your knowledge of the Charles River IMS: Learn product “how to’s” and best practices for different components and workflows.

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Minimizing Margin and Streamlining Collateral Management for Listed and Cleared Derivatives

US/EMEA – March 10, 2021
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APAC – March 17, 2021
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Data and Tech

Bond Trading Interview with Charles River and BondCliq

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.

New Approaches to Managing Data

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Broadridge’s LTX® and Charles River to Take Corporate Bond Trading to the Next Level Using AI

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Panel Discussion: Next Gen Tech Supports Growth and Innovation

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Wealth Management

Streamlining Wealth Manager and Sponsor Communications with Charles River Wealth Hub

Charles River Wealth Management Solution

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Wealth Hub Utility Launches to Streamline Sponsor / Manager Communication​

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Charles River IMS for Wealth Managers and Advisors

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