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 Q1 2021

Latest News

State Street agrees to acquire Mercatus,
expanding our private markets solutions.

FIND OUT MORE

Webinars and Events

Meeting FX Challenges with Charles River’s Cash Flow  Forecast

A discussion and demonstration of Charles River’s cash management & forecasting capabilities, and how clients can leverage these tools to gain timelier insights.

US/EMEA – July 28, 201: Register Now
APAC – July 29, 2021: Register Now

Next Level Learning Sessions Available for Charles River Investment Management Solution

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.

VIEW CLASS LIST TO REGISTER

Highlights for Investment Managers

State Street AlphaSM Data Platform (ADP)

Learn More About ADP

Building Alpha Data Platform on Snowflake

READ THE CASE STUDY

Clients Live on Charles River’s Investment Management Solution Built on Microsoft® Azure

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Discover our Partner Ecosystem

TAKE A LOOK

Highlights for Wealth Managers

Charles River’s Tailored Portfolio Solutions

Learn More About Tailored Portfolio Solutions

Charles River IMS for Wealth Managers and Advisors

DISCOVER THE BENEFITS

Charles River Wealth Management Solution

READ THE BROCHURE

Charles River Everywhere – A Web-based, Multi-platform Portfolio Management System

LEARN ABOUT ANYWHERE, ANYTIME ACCESS

Want to learn more? Get in touch.

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

Want to learn more? Get in touch.

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

CONTACT US