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 IMS 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.

Charles River for Private Markets helps solve complex data challenges for investors in private credit, real estate, private equity, and infrastructure.

With more than 135% increase in headcount over the last 5+ years, Charles River serves clients globally offering 24/7 support.

*Statistics as of Q1 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.

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 135% 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

Safe and Secure Infrastructure – World-class infosec is a high priority for financial firms. Our platform was built with robust security infrastructure and the backing and resources of our parent company, State Street Corporation. As a designated G-SIFI (Global Systemically Important Financial Institution), State Street adheres to the highest standards and protocols in place to protect data, transactions, and system integrity from unauthorized access and misuse.

Read our Insights Blog:

Seizing the T+1 Opportunity

The move to a T+1 settlement cycle in the US, Canada and Mexico offers investment managers a new opportunity to drive growth across their organizations through a wide range of process improvements....

read more

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