Investment and wealth managers, asset owners and insurers in ~30 countries rely on Charles River IMS to manage over USD $59 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®.

55

55 of 100 largest investment managers globally

$59T

Over $59 USD Trillion in assets on Charles River IMS

30K

Over 30,000 professionals utilize Charles River Technology

315

315 clients in ~30 countries use Charles River

183%

183% increase in headcount over the last 8 years

As of Q4 2025. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Latest News

Creating lasting client partnerships

Client Impact: Creating Lasting Partnerships
Explore how strong client partnerships drive growth, accelerate product launches, and deliver a consistent experience across global firms.

WATCH THE BREAKDOWN

Managing the ETF lifecycle at scale

ETFs: Managing the lifecycle
Explore ETF market growth and scaling challenges, with insights from a conversation on lifecycle management, operational complexity, and the role of technology.

READ THE Q&A

The Evolving Middle Office

Middle Office: Accelerated Settlement, Data and AI
How accelerated settlement, data demands and AI are reshaping the middle office, and how next-gen platforms support global firms.

LISTEN TO THE TRENDS

T. Rowe Price and Charles River: Partnering for Success

Client Impact: T. Rowe Price
See how we leverage our strategic partnership to modernize investment operations, accelerate innovation, enhance efficiency, and support long-term growth.

WATCH THE DISCUSSION

Webinars, Podcasts & Industry Events

Charles River Virtual Client Connect

Hear from Charles River executives and product experts about how Charles River’s evolving offerings are helping businesses to drive innovation and growth. 

June 11, 2026
Register APAC – 9am AEST
Register EMEA – 9am BST
Register AMRS – 9am EST

EVENT: MMI Alternative Investments Forum

We’re partnering with peers to explore what’s next in private markets, alternatives and client outcomes. Connect with our team and exchange insights.

June 10 , 2026   I    New York, NY
Register Now

WEBINAR: Multi-Asset Trading on Charles River IMS

Multi-asset trading complexity continues to rise amid volatility and growing ETF strategies. Discover the latest technology enabling automation, scalability, and efficient execution across asset classes.

Watch the Replay

Highlights for Investment Managers

Our perspective on the challenges investment firms are facing

Glen Eads, Charles River Product Owner at T. Rowe Price sits down with Dean Landis, Head of Americas at Charles River, to discuss the key operational and technology challenges investment firms are navigating today, such as managing technology debt, modernizing legacy systems, and improving efficiency across workflows.

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.

Award Winner: Bond Market Awards​​

Charles River wins “Most Effective System for Internal Order Management” at this year’s Bond Market Awards in the Technology category for its highly integrated, multi‑asset OMS.

VIEW ALL WINS

Don’t Start with AI. Start with Friction.​

Rushing to adopt AI can amplify broken processes. Learn why asking “where are we stuck?” matters more than “where can we use AI?”

TAKE A DEEPER LOOK

Private assets for retail investors, what we heard at InvestOps 2026​​

What InvestOps 2026 revealed about private assets for retail investors, bridging public and private markets, and managing liquidity, risk, and compliant access.

READ THE BREAKDOWN

Highlights for Wealth Managers

The demand for personalized portfolios provides opportunities for wealth managers and advisors, but also increases operational complexity.

Alpha FMC’s Matt Harris offers his perspectives on the considerations when implementing tailored portfolios. Listen to Matt’s insights here.

The Hidden Bottleneck in UMA Operations ​

Rising demand for personalized portfolios is driving UMA growth, but outdated technology and structural limitations are creating challenges for wealth managers.

READ ARTICLE

Private Markets: Establishing a New Paradigm in Wealth Management ​

Private markets adoption is accelerating in wealth management. This article covers industry trends, manager selection, and the tech needed to deliver private market portfolios.

READ ARTICLE

Highlights for Asset Owners

A discussion on Smartsourcing where Peter Sherriff, Director of Product Strategy at Charles River and Barnaby Edmunds, Director at 1886 Consulting share their perspectives on what we mean by Smartsourcing and why it is capturing the attention of investment firms today.

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.

How asset owners are adapting to new regulatory and client demands: A conversation with Meradia

Expert perspectives on how investment firms are adapting to a rapidly evolving landscape, mastering new regulatory standards and harnessing the power of data.

READ INSIGHT

From Control to Confidence: The New Era of Investment Data Strategy

10th Investment Data & Tech Summit: A decade of innovation where leaders discussed governance, agility, & transparency in leveraging data as a strategic asset.

READ INSIGHT

Total Cost of Ownership Analysis: Enabling a Strategic Approach

A strategic total cost of ownership (TCO) approach gives firms a comprehensive understanding of the costs – and, therefore, the benefits – of various operating models, enabling you to design one that best suits your firm’s growth goals.

READ INSIGHT

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