About Charles River

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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℠.

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 1,200 employees in 11 regional offices.

Statistics as of Q2 2022

Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $36 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 1,200 employees in 11 regional offices.

Statistics as of Q4 2021

Charles River At-A-Glance

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ONE THIRD OF THE WORLD’S MANAGED SECURITIES

Our clients manage more than USD $46 Trillion across multiple business lines on our platform every day.

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FOCUSED ON OUR CLIENTS

With over 1,200 global employees, we invest heavily to help clients grow and retain assets through continuous innovation.

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WE SUPPORT 25,000 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 40+ 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 Certification

ISO Certification
All Charles River products, services and business operations worldwide are certified to meet ISO 27001 security standards.

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