About Charles River

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Investment firms, asset owners, wealth managers, hedge funds and insurers in ~30 countries rely on Charles River’s front and middle office investment management platform to manage more than ~US$35 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s cloud-deployed 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 demands of their product and asset class mix. Headquartered in Burlington, Massachusetts, we serve clients globally with more than 1,000 employees in 11 regional offices.

Statistics as of Q3 2021

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$35 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s cloud-deployed 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 demands of their product and asset class mix. Headquartered in Burlington, Massachusetts, we serve clients globally with more than 1,000 employees in 11 regional offices.

Statistics as of Q3 2021

Charles River At-A-Glance

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ONE THIRD OF THE WORLD’S MANAGED SECURITIES

Our clients manage more than USD ~$35 Trillion across multiple business lines on our platform every day.

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FOCUSED ON OUR CLIENTS

With over 1,000 employee and 28% of working in R&D, we invest heavily to help clients grow and retain assets through continuous innovation.

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WE SUPPORT 38,000+ 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

uture-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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