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Global Investment Firms Manage Over $28T

in assets on Charles Rivers IMS*

*Source of Data: Charles River customer statistics as of Q1 2020

Investment Managers and Asset Owners in over 30 Countries

leverage Charles River’s 24/7 global support and services.*

*Source of Data: Charles River customer statistics as of Q1 2020

Approximately 38,000 Investment Professionals

rely on the Charles River Investment Management Solution.*

*Source of Data: Charles River customer statistics as of Q1 2020

Global Investment Firms Manage Over $28T

in assets on Charles Rivers IMS*

*Source of Data: Charles River customer statistics as of Q1 2020

Investment Managers and Asset Owners in over 30 Countries

leverage Charles River’s 24/7 global support and services.*

*Source of Data: Charles River customer statistics as of Q1 2020

Approximately 38,000 Investment Professionals

rely on the Charles River Investment Management Solution.*

*Source of Data: Charles River customer statistics as of Q1 2020

What’s New:

GSDS

Press Release
Charles River awarded “Best Cloud-Based Front Office Solution System Provider” at the 2020 Fund Intelligence Tech & WSL Awards.

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GSDS

Press Release
Charles River Investment Management Solution has been awarded “Best Wealth Management Product” by FinTech Breakthrough.

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GSDS

Press Release
Key Private Bank, the wealth management division of KeyCorp has selected the Charles River Wealth Management Solution.

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GSDS

Webinar Series
As part of the Explore and Learn Webinars, CRD will be hosting a series on Portfolio and Risk Analytics featuring Qontigo, MSCI and Northfield.

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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.

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.”

Investment firms, asset owners, wealth managers, hedge funds and insurers in more than 30 countries rely on Charles River’s front and middle office investment management platform to manage more than US$28 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s software technology forms the foundation of State Street Alpha℠. The Charles River Investment Management Solution (Charles River IMS) is designed to automate and simplify the institutional investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s growing partner ecosystem enables clients to seamlessly access external data and analytics, applications and liquidity venues that support the unique demands of their product and asset class mix. Headquartered in Burlington, Massachusetts, we serve clients globally with more than 1,000 employees in 11 regional offices.

Statistics as of Q1 2020

Investment firms, asset owners, wealth managers, hedge funds and insurers in more than 30 countries rely on Charles River’s front and middle office investment management platform to manage more than US$28 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s software technology forms the foundation of State Street Alpha℠. The Charles River Investment Management Solution (Charles River IMS) is designed to automate and simplify the institutional investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s growing partner ecosystem enables clients to seamlessly access external data and analytics, applications and liquidity venues that support the unique demands of their product and asset class mix. Headquartered in Burlington, Massachusetts, we serve clients globally with more than 1,000 employees in 11 regional offices.

Statistics as of Q1 2020

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