Charles River in Latin America

Investment, wealth and alternative managers, asset owners and insurers in 30+ countries rely on Charles River IMS to manage USD ~$48 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠.

Offices
Charles River maintains a local presence in all major financial centers worldwide. In Latin America, Charles River has sales and service partners in São Paulo, Mexico City, and Santiago including firms across Brazil, Chile, Mexico, and Panama.

Clients
As a global solution provider, Charles River serves ~300 buy-side firms in over 30 countries worldwide. Available with Portuguese and Spanish language capability, Charles River IMS helps support region-specific security types and associated workflows and helps clients comply with regulations.

Statistics as of Q4 2021