Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $60 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 146% increase in headcount over the last 5+ years, Charles River serves clients globally offering 24/7 support.
*Statistics as of Q2 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.
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Charles River At-A-Glance
One Third of the World’s Managed Securities
Our clients manage over USD $60 Trillion across multiple business lines on our platform every day.
Focused On Our Clients
With more than 146% increase in headcount over the last 5+ years, we invest heavily to help clients grow and retain assets through continuous innovation.
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.
Cloud-Based Solution
We Serve 49 of the Top 100 Global Firms
Institutional Asset and Fund Management, Private Wealth, Alternative Investments, Insurance, and Pensions.
Strong Foundation
30+ years of being financially stable and consistently profitable, with growth and investment funded through operational cash flow.
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:
Speaking of Alpha: Smartsourcing – Creating Dynamic Operating Models
Kellie Smith in conversation with Barnaby Edmunds, Liana Mackay, Peter Sherriff and Clayton Issitt. Industry forces are driving investment firms to rethink their approach to operating model design...
From Revolution to Evolution: Building the Next-gen Operating Model
An interview with Peter Sherriff, director of Product Strategy, APAC at Charles River Development. Like most industries, the only constant in investment management is change. Retaining clients and...
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....
Achieving a New Standard in Data Quality with AI
Consistent and accurate data is imperative for making informed investment decisions. Data errors have ripple effects, resulting in increased operational costs and potential liabilities, including...
Speaking of Alpha: The Evolution of Superannuation Operating Models
Delivering Member Outcomes at Scale: Frank Smietana in conversation with Peter Sherriff and Clayton Issitt. Our Speaking of Alpha series features insights and commentary from State Street Alpha®...
Introducing Charles River for Private Markets
By Spiros Giannaros In an effort to simplify our branding and how we represent ourselves to our clients and the general marketplace, we are retiring the Mercatus brand and introducing a new name for...
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