Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $60 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®.
Charles River IMS helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout.
Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix.
Charles River for Private Markets helps solve complex data challenges for investors in private credit, real estate, private equity, and infrastructure.
With more than 170% increase in headcount over the last 7+ years, Charles River serves clients globally offering 24/7 support.
*Statistics as of Q4 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.
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Charles River At-A-Glance
One Third of the World’s Managed Securities
Our clients manage over USD $60 Trillion across multiple business lines on our platform every day.
Focused On Our Clients
With more than 170% increase in headcount over the last 7+ years, we invest heavily to help clients grow and retain assets through continuous innovation.
We Support Over 27,000 Professionals Worldwide
Firms in every major financial center rely on us to streamline operations, lower risk and enhance reliability and consistency.
Cloud-Based Solution
We Serve 53 of the Top 100 Global Firms
Institutional Asset and Fund Management, Private Wealth, Alternative Investments, Insurance, and Pensions.
Strong Foundation
35+ years of being financially stable and consistently profitable, with growth and investment funded through operational cash flow.
Safe and Secure Infrastructure – World-class infosec is a high priority for financial firms. Our platform was built with robust security infrastructure and the backing and resources of our parent company, State Street Corporation. As a designated G-SIFI (Global Systemically Important Financial Institution), State Street adheres to the highest standards and protocols in place to protect data, transactions, and system integrity from unauthorized access and misuse.
Read our Insights Blog:
Direct Indexing Implementation: Reimagining Processes
Direct indexing (DI) as a portfolio personalization strategy continues to gain traction in the marketplace. Given how attractive the benefits are to investors, managers, and advisors, conversations...
Effective Private Credit Pipeline and Deal Management
Harnessing the right processes, partners and platforms to ensure success In our recent article, we discussed the rapidly changing private credit landscape and potential opportunities facing...
Key Themes in Private Credit
2025 and Beyond The robust growth of private credit has created massive opportunities for asset managers positioned to acquire and manage investments in this sector. Large private asset managers are...
Investment and Superannuation: Meeting the Needs of Tomorrow’s Savers
The next generation of savers have different expectations of investment firms and superannuation funds. The investment industry must explore how it can leverage data and technology to evolve and...
Unlocking the Data Dividend: How Investment Firms Can Navigate Change and Innovation
The role of data and technology in the investment management industry is evolving at a rapid pace. How should firms leverage the power of innovation in such a fast-moving environment?The industry is...
Speaking of Alpha: Smartsourcing – Creating Dynamic Operating Models
Kellie Smith in conversation with Barnaby Edmunds, Liana Mackay, Peter Sherriff and Clayton Issitt. Industry forces are driving investment firms to rethink their approach to operating model design...
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Latest Insights
Investment and Superannuation: Meeting the Needs of Tomorrow’s Savers
Unlocking the Data Dividend: How Investment Firms Can Navigate Change and Innovation
Smartsourcing – Creating Dynamic Operating Models
From Revolution to Evolution: Building the Next-gen Operating Model