Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage over USD $59 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-based front office technology forms the foundation of State Street Alpha®.

49

49 of the largest 100 investment managers globally

$59T

Over $59 USD Trillion in assets on Charles River

27K

Over 27,000 professionals utilize Charles River

315

Over 315 clients in 30+ countries use Charles River

120%

More than 120% increase in headcount over the last 5 years

As of January 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Latest News

Thought Leadership
Insights on operating model design in Private Markets and ways investment firms are transforming to meet stakeholder demands with data management and technology design requirements.

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Press Release
Charles River announced that T. Rowe Price will transition to Charles River’s cloud-based technology platform and will utilize the Charles River IMS and the State Street Alpha Data Platform (ADP).

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Thought Leadership
A discussion about key operational areas impacting superannuation funds, the evolution of fund operating models and how investment and operations teams are addressing these challenges.

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News & Updates
We’re off to an eventful 2024 and there is a lot to share, including news regarding our private markets solution and retiring the Mercatus brand, upcoming Client Connect events, and more.

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Upcoming Webinars

Simplifying OTC Compression with Charles River OEMS​

Charles River’s OEMS offers full lifecycle support for OTC compression that helps to reduce complexity, regulatory capital requirements, and simplify portfolio management. We will discuss OTC compression, the process and workflow, and current available features.

US/EMEA May 8:  Register Now
APAC May 9:  Register Now

How T+1 Can Optimize Workflow Through Technology

Investment institutions can drive growth through tech-led workflow optimization as they adapt to the T+1 settlement rule for North America and Canada.

The session will also include topics such as regulations, compliance, settlement, clearing, foreign exchange and ETFs.

May 14:  Register Now

WEBINAR REPLAYS

Missed one of our webinars?

Peruse our library of on-demand replays: State Street Alpha for ETFs, Equity EMS, Investing in Private Markets, IBOR, Streamlining Multi Asset Trade Allocation, Managing Current Risks in the Securitized Product Market, FX Trade Automation, Partner Ecosystem Update and more!

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Highlights for Investment Managers

With the shift to passively managed investments and the rapid growth of ESG-themed products, indexes and benchmarks have become central to the investment lifecycle.

Our strategic partnership with Rimes provides institutional investors with a broad range of curated benchmark and index data. Watch our interview with Irene Fusco of Rimes and Paul Gately of State Street Alpha to learn more about this partnership.

The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

Introducing Charles River for Private Markets​

In an effort to simplify our branding and how we represent ourselves to our clients and the general marketplace, we are retiring the Mercatus brand and introducing Charles River for Private Markets.

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T+1 Update

The SEC has finalized its rule that will require shifting from T+2 to T+1. Read how Charles River has been preparing for this largely anticipated change.

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Discover our Partner Ecosystem

Newest Partners: FundGuard, FactSet, DIrectbooks, Advisor360°

TAKE A LOOK

Highlights for Wealth Managers

Developing a Partner Ecosystem

Establishing 3rd party partnerships is essential to providing the most comprehensive wealthtech solution. Hear how Charles River’s open architecture platform is uniquely suited to partner integration.

Our subject matter experts, Randy Bullard and Nick Diodati, discuss how we’re streamlining the process as well as supporting distribution efforts.

The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

Powering Scalable Portfolio Customization

Charles River & Qontigo: A discussion on how we’re enabling customization at scale, powered by the Axioma Portfolio Optimizer.

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Navigating the Complexities of Delivering and Distributing Models

A discussion on best practices for managers who wish to enter this space, the implications of possible regulation, and what the future may hold.

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Highlights for Asset Owners

In this article, our panelists discuss how harnessing powerful technologies like artificial intelligence (AI), launching innovative products and expanding into new asset classes is extremely challenging.

The ability to harness large volumes of portfolio, market, and reference data from multiple sources in a flexible and easily accessible manner creates new opportunities for forward-looking asset allocators.

Enabling a Whole of Fund View for Canadian Pensions to Accelerate Data-driven Investment Insights​h

In this article, our panelists discuss industry challenges and the role that State Street plays in providing pensions with timelier insights into their investments and associated risk exposures.​

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Helping Superannuation Funds Transition to a Total Portfolio Approach

The ability to harness large volumes of portfolio, market, and reference data from multiple sources in a flexible and easily accessible manner creates new opportunities for forward-looking asset allocators.

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