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®.

49

49 of 100 largest investment managers globally

$59T

Over $59 USD Trillion in assets on Charles River

27K

Over 27,000 professionals utilize Charles River

325

325 clients in 30+ countries use Charles River

157%

157% increase in headcount over the last 6+ years

As of Q3 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Latest News

Press Release
Charles River announced that Operadora de Fondos Banorte, one of Mexico’s largest mutual fund companies, is now live on Charles River’s cloud-based Investment Management Solution.

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Navigating the Changing Investment Technology Landscape

Institutional Investors
Dan Daum, Global Head of Sales shares his perspectives on rapidly changing industry dynamics and the central role of trusted partners in effecting transformation.

WATCH INTERVIEW

Thought Leadership
From Revolution to Evolution: Building the Next-gen Operating Model. We discuss how a well-executed revolution can enable a sustainable and ongoing evolution of future operating models.

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Artificial Intelligence
Aman Thind, CTO at State Street & Rinesh Patel, Global Head of Financial Services at Snowflake join theCUBE discusses AI use cases powered by Snowflake for this segment of Data Cloud Summit 2024.

WATCH INTERVIEW

Upcoming Webinars & Industry Events

Charles River Client Connect

We are pleased to announce the next in-person Client Connect will take place in State Streets offices in Boston and London. This event is for clients only. 

We will cover updates on the company, products and Technology with Q&A available in each session. This event is free to attend for clients, but places are limited so we suggest you register to secure your place.

Boston – November 20: Register Now
London – December 4: Register Now

Webinar: New Feature Spotlight 24R2

We will be discussing Charles River Version 24R2. Our latest enhancements and newest features across all of our products will support your firm’s efforts towards flexible, efficient operations.

A discussion and demo of highlights from our latest release, covering the drivers behind the updates and the benefits of the new features and enhancements.

Register US/EMEA: Oct 23
Register APAC: Oct 24

Webinar: Achieving Data Quality and Managing Risk with State Street Alpha EDM

High-quality data is crucial to accelerate decision-making and time to market while minimizing risk exposure.

Our Enterprise Data Management (EDM) offering integrated with Charles River IMS, provides firms with high-quality investment data at scale.

Register US/EMEA: Nov 6
Register APAC: Nov 7

Highlights for Investment Managers

The T+1 Growth Opportunity

The shift to T+1 trade settlement in the United States, Canada and Mexico has significant implications for investment managers and the finance industry. Finding the right partner is crucial to help ensure readiness, manage risk and avoid failed settlements. We’re well-positioned to support your shift to T+1 by offering a range of advanced services.

Charles River Appoints Vin Bhat as New Head​ of Asia-Pacific​

Charles River has appointed Vin Bhat as Senior Vice President, Head of Asia Pacific, where he will be responsible for all business oversight within the region and collaboration with State Street Alpha.

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T. Rowe Price Expands Use of Cloud-Based Charles River IMS​

Charles River announced that T. Rowe Price will transition to Charles River’s cloud-based technology platform for portfolio management, trading, and compliance and the Alpha Data Platform for data management and services.

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Achieving a New Standard in Data Quality with AI​

In this Q&A we discuss how State Street and Charles River is harnessing AI to transform and improve data validation for investment firms and asset owners.

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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.

Webinar: Navigating the Dynamic Wealth Management Industry

At Charles River, we see the larger picture as well as what our wealth clients experience in their day-to-day business operations. We’ve aligned our Wealth Management Solution to respond to our clients’ needs today and to position for the future.

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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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Highlights for Asset Owners

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.

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.

Speaking of Alpha: Modernizing Investment Operations for Insurers

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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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.​

READ THE INSIGHT

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