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Open for Business. Meet State Street Alpha℠

Alpha is a fully open front-to-back platform that harmonizes investing to help our clients make better decisions, innovate and grow.

Open for Business. Meet State Street Alpha℠

Alpha is a fully open front-to-back platform that harmonizes investing to help our clients make better decisions, innovate and grow.

What’s New:

GSDS

Press Release
Charles River and MSCI announce collaboration to integrate MSCI Portfolio and Risk Analytics capabilities with Charles River IMS.

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GSDS

Press Release
Charles River and BondCliQ announced a collaboration that will equip clients with corporate bond pricing in Charles River IMS.

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GSDS

Press Release
Charles River Investment Management Solution Wins Best Buy-Side Portfolio Management System at the Waters Rankings Awards.

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GSDS

Case Study
Charles River Client, Madison Investment Advisors, is a Wisconsin-based independent firm with $16 Billion assets under management.

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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.

Charles River GLobal Client Conference

News & Events

Charles River Client Conferences

Receive News & Updates about our CRD Conferences

Press Releases

Charles River global press releases

Meet Charles River

Upcoming conferences, tradeshows and forums

Smart Beta

Building factor-based portfolios

Middle Office

New challenges and opportunities

Fixed Income

Accessing liquidity with an OEMS

Multi-Asset

Supporting all products on one platform

Client group

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.”

Charles River Development, a State Street Company, enables sound and efficient investing across all asset classes. Investment firms in more than 30 countries use Charles River IMS to manage more than US$25 Trillion in assets as of April 2019 in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution (SaaS) is designed to automate and simplify 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 925 employees in 11 regional offices.

Charles River Development, a State Street Company, enables sound and efficient investing across all asset classes. Investment firms in more than 30 countries use Charles River IMS to manage more than US$25 Trillion in assets assets as of April 2019 in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution (SaaS) is designed to automate and simplify 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 925 employees in 11 regional offices.

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