Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $46 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠.

40+

40+ of the largest 100 investment managers globally.

$48T

USD ~$48 Trillion in assets on Charles River IMS.

27K

Over 27,000 Professionals utilize Charles River IMS.

275

275 Clients across 30+ countries use Charles River IMS.

1,250

Over 1,250 employees from across the globe.

As of Q4 2022

Latest Updates

Speaking Of Alpha - Empowering Asset Managers through Data Driven Transformation

Thought Leadership
Speaking of Alpha – Empowering Asset Managers through Data Driven Transformation: Data is central to an asset manager’s investment process.

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Superannuation Fund Operating Model Spectrum

Thought Leadership
Evolution of Superannuation Operating Models: A discussion on key operational areas, evolution of operating models and how teams are addressing these challenges.

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DirectBooks Logo

Press Release
Charles River announced a collaboration with DirectBooks enabling investment firms to streamline primary issuance workflows in the Charles River IMS.

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How State Street Alpha’s Strategic Partnerships can Benefit your Business

Thought Leadership
Investment organizations of all kinds face secular headwinds and increased competition. Read how State Street Alpha’s strategic partnerships can benefit your business.

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Webinars and Events

Leveraging Collateral Management Capabilities

A resilient, integrated solution is important to meet regulatory requirements & mitigate risk. Charles River offers embedded capabilities across the entire lifecycle.

US/EMEA February 8: Register Now
APAC February 9: Register Now

The Evolution of the Charles River and MSCI Partnership

Experts discuss the synergies derived from the partnership, how they innovate to help solve client challenges, and what’s on the horizon.

US/EMEA February 22: Register Now
APAC February 22: Register Now

Portfolio Management & Risk Analytics

Now more than ever, portfolio managers need efficient and scalable technology capabilities to thrive in volatile markets. Join us for this webinar covering the product’s evolution and strategic direction.

Watch Replay

Highlights for Investment Managers

Bear #3 – QT: As the Federal Reserve begins to unwind years of treasury bond purchases, Lee discusses how investors in equities and fixed income markets will be impacted.

Lee Ferridge, Head of Macro Strategy, Americas, at State Street Global Markets® discusses three bearish trends facing investors in 2023. 

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.

FactSet: Maximizing the Value of Investment Data

Partnering with Factset provides clients with differentiated analytics and data sources across the investment lifecycle.

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VIEW PARTNERSHIP VIDEO
VIEW PRESS RELEASE

FundGuard Strategic Partnership

Partnership to deliver accounting solutions for Alpha and will be integrated in the Charles River IMS.

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WATCH PARTNERSHIP VIDEO
WATCH WEBINAR
VIEW PRESS RELEASE

Discover our Partner Ecosystem

Newest Partners: FundGuard, FactSet, DIrectbooks, Advisor360°

TAKE A LOOK

Highlights for Wealth Managers

Providing an Integrated Platform Experience is Crucial for Advisors

Modern technology offers wealth managers and advisors with the right tools to succeed in today’s market. Charles River and Advisor360° discuss the possible solutions to better leverage technology in the wealth space.

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.

Portfolio Customization at Scale with Charles River and Qontigo

Learn how wealth and asset managers can offer customized portfolios efficiently and at scale through Charles River’s Tailored Portfolio Solutions powered by Qontigo’s portfolio optimization engine.

WATCH THE WEBINAR REPLAY

The Path to Direct Indexing in Canada: Opportunities and Considerations

​It’s no secret that direct indexing has taken off in the U.S. and momentum does not appear to be slowing.

READ THE INSIGHT

Highlights for Asset Owners

The ability to harness large volumes of portfolio, market, and reference data from multiple sources in a flexible and easily accessible manner creates new opportunities for forward-looking asset allocators.

A discussion with Charles River and State Street on the changing landscape for asset owners in the region, and how they’re looking to improve and scale their operating models.

Charles River for Asset Owners

We help provide asset owners with the agility to respond to changing customer preferences, regulatory requirements & market structure.

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Sanctions Screening in APAC Capital Markets

Effective sanctions screening requires timely, accurate and complete data.

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Viewpoints: The Evolving Role of ESG for APAC Asset Owners

Managing ESG goals and commitments is increasingly top of mind for pensions, insurance companies and sovereign wealth funds.

READ THE INSIGHT

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