page contents

About Us

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$30 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 975 employees in 11 regional offices.

Statistics as of October 2019

Charles River at-a-Glance

$25 Trillion

ONE THIRD OF THE WORLD’S MANAGED SECURITIES

Our clients manage more than $30 Trillion across multiple business lines on our platform every day.

FOCUSED ON OUR CLIENTS

35% of our employees work in R&D and 21% in services. We invest heavily to help clients grow and retain assets through continuous innovation.

WE SUPPORT MORE THAN 38,000 PROFESSIONALS WORLDWIDE

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

SaaS-BASED SOLUTIONS

24×7 support, rapid deployment and upgrades ensure that necessary data is supplied and managed correctly.

WE SERVE HALF OF THE TOP 100 GLOBAL FIRMS

They cover markets including Institutional Asset and Fund Management, Private Wealth, Alternative Investments, Insurance, Banking and Pensions.

STRONG FOUNDATION

Financially stable and consistently profitable, with growth and investment funded through operational cash flow.

ONE THIRD OF THE WORLD’S MANAGED SECURITIES

Our clients manage $25 Trillion across multiple business lines on our platform every day.

SaaS-BASED SOLUTIONS

24×7 support, rapid deployment and upgrades ensure that necessary data is supplied and managed correctly.

WE SUPPORT MORE THAN 25,000 PROFESSIONALS WORLDWIDE

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

FOCUSED ON OUR CLIENTS

40% of our 750 employees work in R&D and 40% in services. We invest heavily to help clients grow and retain assets through continuous innovation.

WE SERVE HALF OF THE TOP 100 GLOBAL FIRMS

They cover markets including Institutional Asset and Fund Management, Private Wealth, Alternative Investments, Insurance, Banking and Pensions.

WE’RE PRIVATELY OWNED

In business for 30+ years, focused, consistently profitable and debt free.

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

ISO Certification