Charles River in Latin America

Charles River Development, a State Street Company, provides a cloud-based solution to automate front and middle office investment management functions for buy-side firms in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets, representing over $30 trillion of assets under management globally and 38,000 users. The Charles River Investment Management Solution helps improve data quality and investment professional productivity, manages risk, and helps lower technology costs.

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.

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 Q1 2021