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.
What’s New:
Press Release
Montanaro Asset Management, a London based asset manager, has implemented Charles River’s Investment Book of Record (IBOR).
Press Release
Johnson Investment Counsel has chosen the Charles River IMS for its institutional and wealth management businesses.
Press Release
Sanlam Multi Manager has chosen the Charles River IMS to consolidate and streamline its investment management processes.
Video
Charles River & Northfield discuss the use of factor models to support new products and provide insight into risks & opportunities.
News & Events
See What You Missed
View our Conference Wrap-Up & Photo Gallery from our global event in 2017.
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
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.”
