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

29K

Over 29,000 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 Q2 2026. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Webinars & Events

Investment Highlights

Wealth Highlights

Asset Owners Highlights

EVENT: TSAM New York

We’re attending TSAM New York, the leading forum where asset management professionals gather to tackle operational challenges, share practical insights, and connect with peers driving change across the investment landscape.

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

CHARLES RIVER CONNECT

Join the Charles River community for a complimentary day of insights, connection, and innovation in investment technology and workflows.

Client Connect Boston
October 29, 2026: Register Now
Client Connect Sydney
November 11, 2026: Save the Date
Industry Connect London
November 12, 2026: Register Now

EVENT: 2026 MMI Annual Conference

The MMI 2026 Annual Conference brings together industry leaders to explore the future of wealth management and connect with peers across the market, with Charles River proud to participate as a Cobalt Sponsor.

October 07 – 09
Boston, MA
Register Now

Highlights for Investment Managers

Client Impact: Creating Lasting Partnerships

Building resilient and trusted partnerships with clients and consultants is fundamental to ensuring our technology and services align with rapidly changing industry demands.

Ruby Chiu, Global Head of Client Management at Charles River describes how we’ve built a vibrant community of global investment management clients, how we’re partnering to help accelerate their product launches and growth agendas, and our goal to deliver a superior client experience across multiple touchpoints.

Learn More about Partners

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.

Enabling ETF innovation at scale: The Next Evolution of Investment Strategies

Discover how ETF innovation is reshaping portfolio construction and driving the next evolution of investment strategies at scale.

EXPLORE NOW

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