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^®.

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.

Webinars & Events

Investment Highlights

Wealth Highlights

Asset Owners Highlights

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: 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

Webinar Replays: Curious about new product features?

Since all our webinars are available on demand, this is the perfect time for you to catch up on some of the great content we have covered so far this year.

Discover new Charles River IMS features and enhancements, partner ecosystem highlights, and how our products will support your firm’s efforts towards flexible, efficient operations.

View On-Demand Webinars

Highlights for Investment Managers

Navigating the Changing Investment Technology Landscape

Leveraging Efficiencies from Cloud Native Data Management

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 the Full Interview

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.

Charles River and Octaura Launch Two-Way Interface for Simplified Syndicated Loan Trading

The interface allows Charles River and Octaura customers to streamline their syndicated loan trading workflows, promoting greater efficiency and transparency. Octaura offers an electronic syndicated loan trading solution that delivers trading protocols, real-time data and analytics on a single platform.

READ PRESS RELEASE

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.

READ PRESS RELEASE

Highlights for Wealth Managers

Building a UMA Program for the Future

The Journey to a UMA Program

Explore how the continuing evolution of wealth platforms and technology enable new investment features, operational efficiency, reduced complexity, and client value.

Charles River’s Global Head of Wealth Randy Bullard and JP Morgan’s Managing Director Eric Lordi discuss the evolution of Unified Managed Accounts (UMAs).

Watch the Full Interview

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.

WATCH WEBINAR

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.

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

The Evolution of Superannuation Operating Models

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.

READ INSIGHT

Charles River^® Investment Management Solution

49

$59T

27K

325

157%

Charles River Client Connect

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

Webinar Replays: Curious about new product features?

Navigating the Changing Investment Technology Landscape

Leveraging Efficiencies from Cloud Native Data Management

Charles River and Octaura Launch Two-Way Interface for Simplified Syndicated Loan Trading

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

Building a UMA Program for the Future

The Journey to a UMA Program

Webinar: Navigating the Dynamic Wealth Management Industry

Charles River Wealth Insights

Creating Dynamic Operating Models with Smartsourcing

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

The Evolution of Superannuation Operating Models

Want to Learn More? See a Demo? Get in touch.

Latest Insights