Charles River® Investment Management Solution

Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage over USD $60 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®.

53

53 of 100 largest investment managers globally

$60T

Over $60 USD Trillion in assets on Charles River IMS

27K

Over 27,000 professionals utilize Charles River Technology

325

325 clients in 30+ countries use Charles River

170%

170% increase in headcount over the last 7+ years

As of Q4 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Webinars & Events
Investment Highlights
Wealth Highlights
Asset Owners Highlights
Direct Indexing Implementation: Reimagining Processes

Thought Leadership
Direct indexing (DI) as a portfolio personalization strategy continues to gain traction. Learn how to implement these strategies and choose the appropriate provider and streamline the administration of the programs.

READ INSIGHT

Redefining Institutional Investing with Alpha

Wealth Management
Navigating Wealth Management with Charles River: Supporting the growth in managed accounts and enabling tax-efficient direct indexing to meet clients’ needs today and position for future success.

WATCH SEGMENT

Key Themes in Private Credit

Thought Leadership
Private credit is facing an inflection point. Key industry trends and headwinds are shaping this dynamic asset class and firms of all sizes are seeking to diversify and gain exposure to private assets.

READ BLOG

OptimX Markets

Press Release
OptimX integrates with Charles River to deliver bilateral liquidity to institutional desktops. A pioneer in advanced liquidity management, OptimX has been certified as a sweep partner with the Charles River IMS.

READ ARTICLE

Webinars & Industry Events

View All Webinars & Events

Webinar: Empowering Traders with an All-in-One OEMS

The EU’s DORA requires firms to comply with a set of regulations that aim to strengthen the technology security and resiliency. Learn about the steps Charles River is taking to address DORA regulations and how we are supporting clients.

US/EMEA March 26: REGISTER NOW
APAC March 27: REGISTER NOW

Event: 2025 MMI Summit

Join us at MMI’s annual leadership event bringing together the investment advisory industry’s most senior business leaders. Meet with Charles River experts to learn more about key trends driving the future of investment advice and solutions for wealth management. 

March 27 – 28   I   Fort Lauderdale, FL USA
REGISTER NOW

Event: TradeTech Europe​

Join us at the biggest buy side equity trading conference connecting you to top leaders from the industry. Meet with Charles River experts to discuss the entire European equity ecosystem and how to navigate the evolving liquidity and technology landscape.

May 13 – 15   I    Paris, France
REGISTER NOW

Highlights for Investment Managers

Taking the Industry by Storm​

Redefining Institutional Investing with Alpha

John Plansky, Head of State Street Alpha, speaks on how launching the platform 5-years ago, we have taken the industry by storm.

Learn More about State Street Alpha

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.

How State Street Uses Snowflake and Azure to Manage 10% of the World’s Financial Assets​

Discover how State Street leverages Snowflake and Azure to transform financial data management and drive client success. Learn how these technologies power State Street’s Alpha Data Platform, enabling secure, scalable, and efficient data management.

GAIN PERSPECTIVE

Charles River Selected to Manage Australian Ethical’s Front Office Operations​

Australian Ethical, a leader in ethical investment, will use Charles River IMS for portfolio and risk management, trading, compliance, PMAR, IBOR, and transaction management.

READ PRESS RELEASE

Highlights for Wealth Managers

Managed Accounts Continue Surge in Growth

Navigating the Dynamic Wealth Management Industry

 recent survey conducted by MMI found that 81% of wealth managers and 88% of asset managers expect growth of managed products in the next few years.

Check out this webinar clip of Charles River’s Randy Bullard discussing the trend and describing how Charles River supports managed account operations across the investment lifecycle.

Watch Additional Segments

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.

Advisory Insight: Building a UMA Program for the Future

Explore the evolution of Unified Managed Accounts (UMAs) and how advancements in wealth platforms and technology enhance investment features, operational efficiency, and client value.

WATCH INTERVIEW

Charles River Wealth Insights

Our subject matter experts, Randy Bullard and Nick Diodati, discuss recent trends in the Wealth Management industry.

WATCH SEGMENTS

Highlights for Asset Owners

Creating Dynamic Operating Models with Smartsourcing

A discussion on Smartsourcing where Peter Sherriff, Director of Product Strategy at Charles River and Barnaby Edmunds, Director at 1886 Consulting share their perspectives on what we mean by Smartsourcing and why it is capturing the attention of investment firms today.

Learn More about Smartsourcing

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.

Investment and Superannuation: Meeting the Needs of Tomorrow’s Savers​

The next generation of savers have different expectations of investment firms and superannuation funds. The investment industry must explore how it can leverage data and technology to evolve and meet shifting client preferences, as well as the needs of their members.

READ INSIGHT

From Revolution to Evolution: Building the Next-gen Operating Model​

In this interview, Peter Sherriff discusses how a well-executed revolution can enable a sustainable and ongoing evolution of future operating models for asset owners and investment firms.

READ INSIGHT