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About Us

Charles River Development, a State Street Company, helps enable sound and efficient investing across all asset classes. Investment firms in more than 40 countries use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution (SaaS) is designed to automate and simplify investment management on a single platform – from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout.  Headquartered in Burlington, Massachusetts, we support clients globally with more than 750 employees in 11 regional offices.

Charles River at-a-Glance

$25 Trillion

ONE THIRD OF THE WORLD’S MANAGED SECURITIES

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

FOCUSED ON OUR CLIENTS

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

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.

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

24x7 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