Press Release

Charles River Showcases Strategic Product Initiatives to 700+ at Global Client Conference

October 17, 2019

Boston — October 17, 2019 —Charles River Development, a State Street company, today announced record attendance at its 2019 Global Client Conference, held in Boston September 23-26, with over 700 attendees including clients from more than 120 firms, product specialists, and industry thought leaders from more than 13 countries. The conference addressed trends that affect asset managers, asset owners, hedge funds, wealth managers and insurers, and demonstrated how the Charles River Investment Management Solution (Charles River IMS) helps buy side firms improve investment decision making and front and middle office operations.

Product specialists and industry thought leaders provided more than 60 presentations and demonstrations covering diverse topics such as:

  • Generating trade ideas from big data
  • Trade automation across asset classes
  • Use of factor models to better inform investment decision making
  • Centralized post-trade processing
  • The growing importance of central overlay to Wealth Managers
  • Global Shareholder disclosure and futures position limit monitoring

“Charles River’s Global Client Conference is the ideal place for clients to connect directly with each other, to explore our latest offerings and learn how to address the challenges they face across the front and middle office,” said John Plansky, CEO, Charles River. “We were pleased to be able to showcase the new and exciting ways we’re moving Charles River forward as a part of State Street, such as our adoption of Microsoft Azure as a strategic public cloud platform for Charles River IMS.”

Charles River made several additional announcements in relation to the conference, including a collaboration with MSCI to provide differentiated portfolio analytics, the appointment of Randy Bullard as Head of Global Wealth Management, the FOW and Global Investor Group Award for “Multi-Asset Trading System of the Year,” and an expanded multi-asset trading collaboration with Tradeweb. Charles River will hold its EMEA Client Conference in London, May 12-13, 2020.

See more on the Conference Wrap-Up & Photo Gallery>

About Charles River, A State Street Company

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. For more information, please visit (Statistics as of October 2019)

About State Street Corporation

State Street Corporation (NYSE: STT) is one of the world’s leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. With $32,754 billion in assets under custody and administration and $2,918 billion* in assets under management as of June 30, 2019, State Street operates globally in more than 100 geographic markets and employs approximately 39,000 worldwide. For more information, visit State Street’s website at

* Assets under management include the assets of the SPDR® Gold ETF and the SPDR® Long Dollar Gold Trust ETF (approximately $36 billion as of June 30, 2019), for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) serves as marketing agent; SSGA FD and State Street Global Advisors are affiliated.

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