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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55

55 of 100 largest investment managers globally

$59T

Over $59 USD Trillion in assets on Charles River IMS

30K

Over 30,000 professionals utilize Charles River Technology

315

315 clients in ~30 countries use Charles River

183%

183% increase in headcount over the last 8 years

As of Q4 2025. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Webinars & Events

Investment Highlights

Wealth Highlights

Asset Owners Highlights

EVENT: Investment Data & Technology Summit

The Summit returns bringing together industry leaders to explore evolving data and tech in investment management and connect across the market.

August 25, 2026 I Sydney
Register Now

WEBINAR: Unlock More with CRD Academy

Learn how CRD Academy helps firms drive adoption, build user skills, and get more from Charles River IMS through continuous learning.

US/EMEA August 19: Register Now
APAC August 20: Register Now

EVENT: TSAM New York

TSAM New York brings together asset management professionals to address operational challenges, share insights, and connect across the investment landscape.

Sept 22-23, 2026 I New York, NY
Register Now

Highlights for Investment Managers

The Evolving Middle Office

Accelerated settlement, data management and AI

Accelerated trade settlement times and increased requirements for high quality position, cash and transaction data across the investment enterprise is creating challenges for the middle office. Edda Son, Head of Middle Office, Data and Platforms at Charles River, unpacks these challenges and describes how we’re building the next generation middle office platform for global investment firms.

Discover our Middle Office

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.

Managing the ETF lifecycle at scale

Explore ETF market growth and scaling challenges, with insights from a conversation on lifecycle management, operational complexity, and the role of technology.

READ THE Q & A

Award Winner: Bond Market Awards

Charles River wins “Most Effective System for Internal Order Management” at this year’s Bond Market Awards in the Technology category for its highly integrated, multi‑asset OMS.

VIEW ALL WINS

Don’t Start with AI. Start with Friction.

Rushing to adopt AI can amplify broken processes. Learn why asking “where are we stuck?” matters more than “where can we use AI?”

TAKE A DEEPER LOOK

Highlights for Wealth Managers

Wealth Management Trends: Personalization Meets Portfolio Complexity

The demand for personalized portfolios provides opportunities for wealth managers and advisors, but also increases operational complexity.

Alpha FMC’s Matt Harris offers his perspectives on the considerations when implementing tailored portfolios. Listen to Matt’s insights here.

Watch more on this topic

The Hidden Bottleneck in UMA Operations

Rising demand for personalized portfolios is driving UMA growth, but outdated technology and structural limitations are creating challenges for wealth managers.

READ ARTICLE

Private Markets: Establishing a New Paradigm in Wealth Management

Private markets adoption is accelerating in wealth management. This article covers industry trends, manager selection, and the tech needed to deliver private market portfolios.

READ ARTICLE

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