Investment, wealth and alternative managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD ~$58 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℠.
Charles River helps automate and simplify the 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 partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix.
We serve clients globally with more than 1,250 employees in 11 regional offices.
Statistics as of Q2 2023
Investment, wealth and alternative managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD ~$58 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℠.
Charles River helps automate and simplify the 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 partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix.
We serve clients globally with more than 1,250 employees in 11 regional offices.
Statistics as of Q2 2023
Charles River At-A-Glance
ONE THIRD OF THE WORLD’S MANAGED SECURITIES
Our clients manage more than USD ~$58 Trillion across multiple business lines on our platform every day.
FOCUSED ON OUR CLIENTS
With over 1,250 global employees, we invest heavily to help clients grow and retain assets through continuous innovation.
WE SUPPORT 27,000 PROFESSIONALS WORLDWIDE
Firms in every major financial center rely on us to streamline operations, lower risk and enhance reliability and consistency.
CLOUD-BASED SOLUTION
WE SERVE 40+ OF THE TOP 100 GLOBAL FIRMS
Institutional Asset and Fund Management, Private Wealth, Alternative Investments, Insurance, and Pensions.
STRONG FOUNDATION
30+ years of being financially stable and consistently profitable, with growth and investment funded through operational cash flow.
Read our Insights Blog:
Data for Investment Managers: Evolution or Revolution?
The role of data and technology in the investment management industry is evolving rapidly. How do businesses leverage such new advances efficiently and to maximum effect?The role of data and...
Speaking of Alpha: Leveraging Partnerships to Evolve your Data Architecture
Frank Smietana in conversation with Karthik Rajagopalan and Peter Sherriff. Investment managers and asset owners increasingly rely on partnerships with third-party data, analytics and application...
Speaking of Alpha: Helping Superannuation Funds Transition to a Total Portfolio Approach
A conversation with Sandra Ng, Yulan Lu and Clive Maguchu. Asset owners are increasingly challenged to provide their beneficiaries with outcome-based solutions that address individual preferences...
Leveraging MSCI Fixed Income Models & Analytics in Charles River IMS
Factor-based modeling and analytics play a central role in helping portfolio managers decompose risk, facilitate stress testing, generate risk forecasts and attribute performance. Open...
Why Should Super Funds Strive for a ‘Whole-of-fund’ View?
Superannuation funds will benefit if they can gain a comprehensive perspective on their assets. Peter Sherriff, director of Product Strategy (Asia Pacific) at Charles River Development, explains why...
Viewpoints: Improving Fixed Income Liquidity Access and Efficiency with LTX in Charles River
Harnessing AI-driven Insights. The search of liquidity in fragmented fixed income markets has spawned over a hundred venues globally, some of which offer new trading protocols and approaches to...
Australia’s Superannuation Funds Seek to Update their Operations
There is an increasing pressure on Australian super funds to ensure their operating models are fit-for-purpose in a rapidly changing retirement fund landscape.There is an increasing pressure on...
T+1 is Coming in 2024
The Securities and Exchange Commission (SEC) has finalized its rule that will require trade settlement one business day after execution, shifting from T+2 to T+1. The SEC’s rationale behind the...
Viewpoints: Advocating for Equity
An interview with Ruby Chiu, Head of Client Management at Charles River. Embrace Equity is the theme of International Women’s Day 2023. But what is equity, and how does it differ from...
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