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

320+

Over 320 clients in 30 countries use Charles River

185%

185% increase in headcount over the last 7+ years

As of Q2 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

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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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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Jacobi

Press Release
Jacobi’s integration with Charles River IMS streamlines model portfolio workflows, enabling seamless construction, customization, and implementation.

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Future-Proofing Investment Management

Digital Transformation
Future-Proofing: Modern compliance needs modern tools—digital transformation drives innovation and empowers firms to stay ahead of evolving demands.

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Webinars & Industry Events

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What’s New in Charles River 25R2

Learn how to leverage enhanced capabilities to optimize your operations and streamline processes with the latest features available in Charles River Version 25R2, covering the drivers behind the updates and the benefits.

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Webinar: Capturing the Data Opportunity

Explore key findings from State Street’s 2025 global survey and discover how institutional investors can gain a competitive edge through smarter, more strategic data-driven approaches.

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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.

View On-Demand Webinars Replays

Highlights for Investment Managers

Highlights for OMS/EMS Advances

TabbFORUM: The Wave

Charles River’s Vidya Guruju and TABB Group CEO Bruce Morris discuss how automation continues to advance the buyside OMS/EMS space, with the expansion of electronification into more asset classes, as well as streamlining communication between portfolio manager and trader.

Learn More about our OEMS Capabilities

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 Digital Transformation is Redefining Client Experience​

Today’s investors, whether institutional or retail clients, expect high-quality, technology-enabled interactions with their financial advisors and investment managers.

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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 Digital Transformation Streamlines Investment Operations​

Digital transformation helps investment firms streamline operations, reduce errors, cut costs, and boost agility with AI, automation, and cloud tech.

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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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