Charles River Investment Management Solution

We help investment managers simplify the investment process

Streamline investment workflows across asset classes with Charles River IMS, the enterprise investment management platform that scales.

Take control to stay ahead

Our aim is to make the investment process simple – our multi-asset investment management technology builds the confidence and control needed to stay ahead of competition.

And as the core technology of State Street Alpha^®, we help firms outsource and supercharge investment operations to excel in a new age of investing.

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50+

Over half of the largest 100 investment managers globally use Charles River technology

$1T+

A top Global Asset Manager improved scale and reduced costs by retiring legacy systems and aligning $1T+ AUM on Charles River.

Scale for growth on a singular platform

Streamline the front office with an agile, scalable portfolio management system coupled with a robust trading solution that provides automated capabilities and extensive access to liquidity and analytics. Consolidate middle office capabilities on an open platform that produces accurate, reliable operational outputs. Empower investment teams with comprehensive data management that provides access to data across the investment ecosystem.

Confidently take control on a functionally rich investment platform that is scalable, readily available, and supported by a global team.

Front to Back

Everything on One Platform

Managing technologies is hard and carries risk. Charles River streamlines the entire investment process on one platform – front to back office, all global asset class support, and across public and private markets. Deliver investment strategies in any form, including mutual funds, UCITS, separate account, alternatives, and wealth management product lines.

One platform. One provider. All the essentials and more.

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Choice

Differentiate with an Open Solution

Strategy should not be dictated by software parameters. That’s why we built an open technology that empowers choice, while being informed by best practices refined from years of industry experience and client engagement. Personalize workflows, integrate third parties and discover new possibilities.

Succeed based on the power to choose.

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Scale and Secure Delivery

Strong, Secure Tech to Shape What’s Next

Innovate and grow on a platform that is scalable, performant and secure. With ISO 27001 certification and G-SIFI designation, our technology provides a strong foundation to empower decisive evolution and transformation.

Grow and innovate with confidence.

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Centralize the operating model for investment teams

Bring investment management and stakeholders together on a single, multi-asset platform designed to help large investment managers scale.

Asset managers, wealth managers, asset owners and insurers in 30 countries rely on Charles River to manage trillions in assets. Our platform is designed to meet the needs of their investment teams – portfolio managers, analysts, traders, operations, and leadership.

With around 300 clients, we know what investment managers need in an unpredictable investment environment.

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Streamline the full investment lifecycle from front to back

Dedicating resources to process and procedure raises the risk of falling behind the market. But systems need to support vision. We’re focused on building the tools that solve these problems and drive success, so investment teams can focus on what’s next.

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PM & Risk

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OEMS

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Compliance

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Post-Trade

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Accounting

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Data

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Wealth

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Private Markets

Portfolio Management/Construction & Risk Analytics

✔ Maximize efficiency with a scalable portfolio management system
✔ Actionable analytics across asset classes
✔ Interact with portfolio data via comprehensive what-if simulations

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Order and Execution Management

✔ Achieve best execution with all-in-one Order and Execution Management System (OEMS)
✔ Enable multi-asset trading desks with robust capabilities from an award-winning OEMS
✔ Trade without boundaries on an open solution

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Compliance & Compliance Services

✔ Centralize compliance rules across regulatory, firm, and client specific requirements
✔ Robust evaluation capabilities across investment workflows: what if, pre-trade, intra-trade, post-execution, and batch
✔ Interactive workflows to link investment users and compliance personas in efficient, collaborative way

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Post-Trade Operations

✔ Seamless connectivity to automate post-trade processing
✔ Reduce settlement risk with automation
✔ Increase operational efficiency with centralized connectivity and monitoring

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Investment Accounting & IBOR

✔ Consolidate back office feeds and validate data via reconciliations
✔ Expanded support for corporate actions, projected positions, and sleeved account structures
✔ Real-time cash & positions throughout the investment lifecycle

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Data Management

✔ Access data when and where it’s needed, and manage data better in the cloud
✔ Get the highest quality data, at the largest scale, in the shortest time
✔ Connect to new data sources faster

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Wealth Management

✔ Scalable, unified front and middle office technology capabilities for global enterprise wealth managers
✔ Streamlined operations across SMA, UMA, and Rep-as-PM programs
✔ Drive innovation with integrated portfolio personalization, private markets implementation, and seamless access to partner providers

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Charles River for Private Markets

✔ Better manage data and optimize workflows on a unified, institutional-grade technology
✔ Ease decision making with private & public markets on the same scalable platform
✔ Efficiently manage deals and portfolios for private assets

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Deliver results. Unlock growth.

State Street Alpha keeps the wheels turning. Spend less time operating and more time delivering. Supplement Charles River technology with the service offerings of State Street Alpha to unlock potential and growth.

Alpha is an operational partner that offers a rich array of front, middle and back office services to help firms supercharge investment operations and focus where it matters.

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Built to help investment teams succeed

Fund Intelligence Operations & Services Awards 2025 Best Cloud-Based Front-Office Solution

Best Investment Platform - WealthBriefing WealthTech Americas Awards 2025

2X

A leading US Asset Manager doubled their AUM by acquiring and consolidating desks onto Charles River. They determined Charles River’s EMS capabilities were at parity with a standalone EMS system, but with the benefit of being part of a full investment management platform.

27

A top global asset manager centralized their entire investment process on Charles River, retiring & decommissioning 27 legacy systems.

Webinar: New Feature Spotlight - Charles River Investment Management Solution

Watch our discissions on the latest features available in Charles River IMS. Learn how to leverage the latest capabilities to optimize your operations and streamline processes.

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