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

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

Investment Data Strategy
A decade of innovation where leaders discussed governance, agility, & transparency in leveraging data as a strategic asset at the Investment Data and Tech Summit.

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Opturo

Press Release
Enterprise Performance, powered by Opturo, is now live for clients of Charles River Charles River IMS and State Street Alpha, delivering enhanced performance insights.

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Webinars & Industry Events

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Webinar: Managing Multi-asset Portfolios at Scale

Charles River IMS helps firms manage complex multi-asset portfolios at scale with an integrated platform and data management delivering intraday cash, positions, and pricing.

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MMI Feature Webinar: Unlocking Private Assets

Join Charles River, State Street, and the Money Management Institute for a deep dive into the power of an integrated ecosystem for wealth management and the growing influence of private markets.

Register to Watch Live or Receive a Replay

Missed a Webinar? 

With all our webinars available on demand, now’s the perfect time to catch up on the great content we’ve shared this year. Explore new Charles River IMS highlights and see how our products can support your firm’s drive for flexible, efficient operations.

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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

Key Trends in Wealth

Growth, Efficiency, and Innovation

Swati Verma, the Head of Charles River Wealth and Advisor Platforms, highlights key trends shaping the global wealth management industry—ranging from expansion and platform consolidation to the rise of private assets and scalable personalization.

She 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.

Learn more about our Wealth Management

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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Direct Indexing Implementation: Reimagining Processes

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.

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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.

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

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

READ INSIGHT

Total Cost of Ownership Analysis: Enabling a Strategic Approach

Cost efficiency is the goal, but when it comes to transforming their operating models, many investment firms aren’t asking the right questions. This is where total cost of ownership (TCO) analysis is key. A strategic 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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