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

State Street Alpha

Press Release
Invesco to Transition Front-to-Back Investment Servicing to State Street Alpha℠ Platform for institutional and wealth management firms.

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Nomura Text Only Homepage

Client News
Nomura Asset Management, a leading Japanese asset manager, is expanding their use of the of cloud-based Charles River IMS on Microsoft® Azure.

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FinTech Breakthrough Homepage

Award Win
Charles River IMS has been selected as winner of the “Best Trading Platform” award in the fifth annual FinTech Breakthrough Awards.

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Business Woman on a Tablet

Thought Leadership
Reimagining Buy-Side Data Management: Report reveals how cloud-based data management is giving firms a competitive advantage.

READ INSIGHT

Webinars and Events

Building a Solid Foundation for Multi-Asset Investing MSCI and Charles River

How MSCI’s Multi-Asset Class (MAC) factor models in Charles River IMS help portfolio managers and asset allocators more clearly identify the drivers of risk and return.

US/EMEA – May 5, 2021
Register Now

APAC – May 12, 2021
Register Now

QlikWorld 2021

Breakout Session: Accelerating Business Value Through an Integrated Data Platform featuring Charles River speaker Rob Dupre. Learn how Charles River’s investment management platform, coupled with Qlik for Data Warehouse on Azure and Snowflake’s data cloud, delivers value to asset managers and owners globally.

This is a Free Virtual Data Conference.

May 10-12, 2021
REGISTER NOW

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. Participants will come away with a greater understanding, improved confidence, and resource material that can be referenced later.

Register now for a Next Level Learning training session.
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Highlights for Investment Managers

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.

Highlights for Wealth Managers

The Evolution of Direct Indexing

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.

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Want to learn more? Get in touch.

We're ready to answer your questions.
Contact us or follow us on our social channels.