About Charles River

Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-based 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.

With more than 120% increase in headcount over the last 5 years, Charles River serves clients in 11 regional offices.

Statistics as of  January 2024.

Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-based 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.

With a ~1,900 global headcount, Charles River serves clients in 11 regional offices.

Statistics as of  January 2024.

Charles River At-A-Glance

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ONE THIRD OF THE WORLD’S MANAGED SECURITIES

Our clients manage over USD $59 Trillion across multiple business lines on our platform every day.

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FOCUSED ON OUR CLIENTS

With more than 120% increase in headcount over the last 5 years, we invest heavily to help clients grow and retain assets through continuous innovation.

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WE SUPPORT OVER 27,000 PROFESSIONALS WORLDWIDE

Firms in every major financial center rely on us to streamline operations, lower risk and enhance reliability and consistency.

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CLOUD-BASED SOLUTION

Future-ready technology that centers innovation, enables rapid deployment and upgrades with integrated data management and services.
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WE SERVE 49 OF THE TOP 100 GLOBAL FIRMS

Institutional Asset and Fund Management, Private Wealth, Alternative Investments, Insurance, and Pensions.

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STRONG FOUNDATION

30+ years of being financially stable and consistently profitable, with growth and investment funded through operational cash flow.

ISO 27001 Service Mark

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