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Select Page
 * Solutions
   * Platforms
     * Charles River IMS
     * Wealth Management
     * State Street Alpha
     * State Street Alpha for Private Markets
     * State Street Alpha Data Platform
     * Partner Ecosystem
   * Industry Segments
     * Institutional Investment Managers
     * Wealth Managers & Advisors
     * Private & Alternative Markets
     * Asset Owners
     * Insurers
   * Asset Classes
     * Multi-Asset
     * Private Assets
     * Equities
     * Fixed Income
     * FX
     * Derivatives
 * Capabilities
   * Institutional
     * Portfolio Management
     * Risk Analytics
     * ESG Capabilities
     * Trading & OEMS
     * Cash & Position Management (IBOR)
     * Collateral Management
     * Post-Trade Processing & Settlement
     * Performance Measurement & Attribution
     * Compliance & Regulatory
     * Data Management & EDM
   * Wealth
     * Tailored Portfolio Solutions
     * Wealth Hub
     * Charles River Everywhere
     * Portfolio Management
   * Private Markets
     * Private & Alternative Markets
     * Public to Private Asset Management
 * Services
   * Technology Services
     * Cloud Services
     * Microsoft Azure
   * Business Services
     * State Street Alpha Data Services
     * Compliance Services
   * Professional Services
     * Implementation & Consulting
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 * Insights & Resources
   * Insights Blog
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THE CHARLES RIVER INVESTMENT MANAGEMENT SOLUTION

Investment, wealth and alternative managers, asset owners and insurers in 30
countries rely on Charles River IMS to manage USD $46 Trillion in assets.
Together with State Street’s middle and back office services, Charles River’s
cloud-deployed front office technology forms the foundation of State Street
Alpha℠.




40+

40+ of the largest 100 investment managers globally.


$46T

Over USD $46 Trillion in assets on Charles River IMS.


25K

25,000 Professionals utilize Charles River IMS.


300

~300 Clients across 30 countries use Charles River IMS.


1,200

Over 1,200 employees from across the globe.

As of Q2 2022

Latest Updates

Thought Leadership
Sanctions Screening in APAC Capital Markets: Delve into some of the operational
data challenges associated with effective sanctions screening implementations.

VIEW INSIGHT

News & Updates
Charles River CEO, Spiros Giannaros, reflects on the progress we’ve made at
Charles River among additional news at just over the halfway point of the year.

READ LETTER

Learning Platform Launch
We’re pleased to announce our new virtual learning platform is now live. CRD
Academy aims to enhance your knowledge & skills to help you get the most out of
Charles River IMS.

LEARN MORE

Press Release
State Street and FactSet announced a strategic partnership integrating State
Street Alpha and the complementary strengths of FactSet to streamline data
flows.

READ ARTICLE

Webinars and Events

STREAMLINING PRIMARY MARKET ISSUANCE WITH DIRECTBOOKS

Learn how DirectBooks has digitized primary market issuance capabilities and
workflows with consistent data quality and a single aggregated view in Charles
River IMS.

US/EMEA Sept 21: REGISTER NOW
APAC Sept 22: REGISTER NOW

FIXED INCOME LEADERS SUMMIT

Charles River gives a 360 Perspective: How can you create the perfect trading
toolbox to efficiently trade bonds in different market scenarios and how will
the trader’s role adapt and evolve?

October 4-6  I  France
REGISTER NOW


MMI ANNUAL CONFERENCE

Charles River and industry experts discuss the accelerated transformation in the
investment advisory arena and key trends shaping the future of investment advice
and solutions.

October 19-21  I  Nashville
REGISTER NOW


Highlights for Investment Managers


PORTFOLIO MANAGEMENT AND RISK ANALYTICS IN CHARLES RIVER



Charles River IMS provides firms with a complete solution for portfolio
construction and optimization, risk forecasting, performance attribution and
scenario analysis. Watch our Telly Award winning video to learn more. 

More about Portfolio Management

SPEAKING OF ALPHA: POSITIONING APAC ASSET OWNERS FOR GROWTH

Our discussion on the changing landscape for asset owners, and how they’re
looking to improve and scale their operating models.

READ THE ARTICLE

TRADETV: THE EVOLUTION OF OEMS STRATEGIES AND FRONT-TO-BACK PLATFORMS

Charles River expert discusses how open architecture, interoperability and
front-to-back platforms are reshaping fintech.

WATCH THE INTERVIEW

NEW VIDEO LIBRARY

Featuring animated product overviews, industry and tradeshow interviews, panel
discussions and other highlights!

TAKE A LOOK

Highlights for Wealth Managers


ESG FOR WEALTH MANAGEMENT: WHAT’S AHEAD FOR ESG?



Given the multitude of changes, Randy and Josh discuss the technologies and
trends that will influence future ESG investing and how they present new
opportunities for wealth management firms and individual investors.

Watch the Full Interview

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.

THE PATH TO DIRECT INDEXING IN CANADA: OPPORTUNITIES AND CONSIDERATIONS

It’s no secret that direct indexing has taken off in the U.S. and momentum does
not appear to be slowing.

READ THE INSIGHT

CHARLES RIVER AND ADVISOR360° ANNOUNCE STRATEGIC PARTNERSHIP 

To deliver an integrated technology solution and help increase productivity,
streamline operations, and manage costs for enterprise wealth management firms.

READ ANNOUCEMENT 

CHARLES RIVER LAUNCHES TAILORED PORTFOLIO SOLUTIONS

Integrates Axioma Portfolio Optimizer™ to Power Portfolio Personalization at
Scale.

LEARN MORE

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