Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage over 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 ® .
49 of 100 largest investment managers globally
Over $60 USD Trillion in assets on Charles River
Over 27,000 professionals utilize Charles River
Over 320 clients in 30+ countries use Charles River
146% increase in headcount over the last 5+ years
As of Q2 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.
Institutional Investors
Dan Daum, Global Head of Sales shares his perspectives on rapidly changing industry dynamics and the central role of trusted partners in effecting transformation.
Press Release
Charles River announced the launch of its two-way interface with Octaura. The interface allows customers to streamline their syndicated loan trading workflows, promoting greater efficiency.
Artificial Intelligence
Aman Thind, CTO at State Street & Rinesh Patel, Global Head of Financial Services at Snowflake join theCUBE discusses AI use cases powered by Snowflake for this segment of Data Cloud Summit 2024.
Thought Leadership
The move to a T+1 settlement cycle offers investment managers a new opportunity to drive growth across their organizations through a wide range of process improvements.
Upcoming Webinars & Industry Events
Shifting trends and dynamic changes are shaping today’s industry.
We see this larger picture as well as what our wealth clients experience in their day-to-day business operations. We’ve aligned our Wealth Management Solution to respond to our clients’ needs today and to position for the future.
We are looking forward to joining Cutter Associates members in Sydney to discuss the latest trends impacting financial technology and investment ops.
Our exclusive members-only event brings together industry leaders from across the global asset manager and asset owner communities.
Sept. 11-12 I Sydney, Australia
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Network with Charles River representatives and hear how your peers are preparing for T+1 and streamlining data source for front-to-back workflow operations.
Join us at the FundGuard booth #31 for cocktails and learn more about the Charles River Investment Accounting solution.
Sept. 23-25 I London, UK
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Connect with Charles River at the Fixed Income Leaders Summit, where you can collaborate with Europe’s leading Heads of Fixed Income Trading and Portfolio Management.
Gain practical insights on how to adapt your execution and investment strategy and future-proof your desk.
Oct. 3-4 I Paris, France
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The shift to T+1 trade settlement in the United States, Canada and Mexico has significant implications for investment managers and the finance industry. Finding the right partner is crucial to help ensure readiness, manage risk and avoid failed settlements. We’re well-positioned to support your shift to T+1 by offering a range of advanced services.
Charles River has appointed Vin Bhat as Senior Vice President, Head of Asia Pacific, where he will be responsible for all business oversight within the region and collaboration with State Street Alpha.
Charles River announced that T. Rowe Price will transition to Charles River’s cloud-based technology platform for portfolio management, trading, and compliance and the Alpha Data Platform for data management and services.
In this Q&A we discuss how State Street and Charles River is harnessing AI to transform and improve data validation for investment firms and asset owners.
Highlights for Wealth Managers
Establishing 3rd party partnerships is essential to providing the most comprehensive wealthtech solution. Hear how Charles River’s open architecture platform is uniquely suited to partner integration.
Our subject matter experts, Randy Bullard and Nick Diodati, discuss how we’re streamlining the process as well as supporting distribution efforts.
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.
Charles River & Qontigo: A discussion on how we’re enabling customization at scale, powered by the Axioma Portfolio Optimizer.
