Charles River® Investment Management Solution

Investment and wealth managers, asset owners and insurers in ~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®.

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53

53 of 100 largest investment managers globally

$59T

Over $59 USD Trillion in assets on Charles River IMS

29K

Over 29,000 professionals utilize Charles River Technology

310+

Over 310 clients in ~30 countries use Charles River

195%

195% increase in headcount over the last 8 years

As of Q3 2025. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Webinars & Events
Investment Highlights
Wealth Highlights
Asset Owners Highlights

Latest News

How asset owners are adapting to new regulatory and client demands

Thought Leadership
Expert perspectives on how investment firms are adapting to a rapidly evolving landscape, mastering new regulatory standards and harnessing the power of data.

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T. Rowe Price

Press Release
Charles River announced  the expansion of its relationship with T. Rowe Price through the migration to the SaaS-deployed Charles River Investment Management Solution.

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Managing multi-asset portfolios in Charles River

Portfolio Management
Modern investment strategies demand agility and insight. Learn why contemporary tech platforms are essential for managing multi-asset class investing at scale.

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SOLVE Fixed Income

Press Release
SOLVE announced a new partnership with Charles River to begin integrating SOLVE’s fixed income and predictive pricing capabilities within Charles River IMS.

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Webinars, Podcasts & Industry Events

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EVENT: InvestOps 2026

Join us at the world’s leading buy‑side investment operations conference, where industry leaders come together to shape the future of capital markets operations. Our private markets expert, Alex Popp, will join the panel “The Convergence of Private and Public Markets.”

March 9 – 11, 2026   I   Orlando, FL USA
Register Now

PODCAST: AI-Augmented SDLC

Learn how AI-augmented SDLC is used to modernize decades-old systems, refactor legacy code, and increase productivity. Featuring Jason Adams, Interim CTO of Charles River, as he brings deep expertise in modernizing legacy fintech infrastructure into scalable, cloud-native systems that support mission-critical financial services.

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EVENT: 2026 MMI Summit

We’re proud to be a Cobalt Sponsor at this year’s MMI Summit, the premier gathering for senior leaders across the wealth investment advisory industry. Visit our booth to connect with our team as we engage in conversations on the macro trends shaping the future of investment advice and solutions.

March 18 – 20, 2026 I Orlando, FL USA
Register Now

Highlights for Investment Managers

Partnering for the Future

Ninety One and State Street Alpha

In today’s world of rapidly evolving technologies, businesses need to modernize their solutions and infrastructure to maintain a competitive edge. 

Clair Williams, global head of operations at State Street Alpha, and Cora Kielblock, head of global operations at Ninety One, discuss the importance of partnership in driving operational transformation.

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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.

Future-Proofing Investment Management​

Compliance and regulatory reporting have become increasingly complex and demanding for investment firms. Discover the role of Digital Transformation in compliance, ESG, and beyond.

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Alpha Data Platform: Vision to Reality​

State Street Alpha Data Platform enables asset managers to harness data for smarter decisions, deeper insights, and faster time to market.

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How Data-Driven Decision making is Shaping the Future of Investing​

In the investment management market, data, when refined through analytics, can empower decision-making and performance. Read how Digital Transformation is also central to realizing the potential of data-driven decision making.

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Highlights for Wealth Managers

Navigating Private Markets in Wealth Management​

Streamlining Private Markets for Wealth

The demand for private assets within wealth portfolios has increased dramatically. Charles River’s Head of Wealth Product Strategy, Nick Diodati, discusses the challenges and solutions in implementing private assets, Charles River’s capabilities, and possible future direction for private markets in the wealth space.

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Key Trends in Wealth: Growth, Efficiency, and Innovation

Swati Verma, the Head of Charles River Wealth and Advisor Platforms, covers how Charles River’s wealthtech solution is uniquely positioned to support fast-growing firms with a flexible, interoperable platform that evolves with client needs across jurisdictions and asset classes.

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The Path to Direct Indexing in Canada

It’s no secret that direct indexing has taken off in the U.S. – an avalanche of high-profile acquisitions, fintech startups, and major platform launches have occurred over the last few years and momentum does not appear to be slowing.

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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.

How asset owners are adapting to new regulatory and client demands: A conversation with Meradia

Expert perspectives on how investment firms are adapting to a rapidly evolving landscape, mastering new regulatory standards and harnessing the power of data.

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From Control to Confidence: The New Era of Investment Data Strategy

10th Investment Data & Tech Summit: A decade of innovation where leaders discussed governance, agility, & transparency in leveraging data as a strategic asset.

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Total Cost of Ownership Analysis: Enabling a Strategic Approach

A strategic total cost of ownership (TCO) approach gives firms a comprehensive understanding of the costs – and, therefore, the benefits – of various operating models, enabling you to design one that best suits your firm’s growth goals.

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