Investment and wealth managers, asset owners and insurers in over 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®.

49

49 of the largest 100 investment managers globally

$59T

Over $59 USD Trillion in assets on Charles River

27K

Over 27,000 professionals utilize Charles River

315

Over 315 clients in 30+ countries use Charles River

135%

More than 135% increase in headcount over the last 5+ years

As of Q1 2024. Assets are inclusive of clients using the platform for purposes of secondary compliance.

Latest News

Thought Leadership
The move to a T+1 settlement cycle in the US, Canada and Mexico offers investment managers a new opportunity to drive growth across their organizations through a wide range of process improvements.

READ INSIGHT

Thought Leadership
Consistent and accurate data is imperative for making informed investment decisions. In this Q&A we discuss how State Street is harnessing AI to transform and improve data validation.

READ INSIGHT

Press Release
Charles River announced that T. Rowe Price will transition to Charles River’s cloud-based technology platform and will utilize the Charles River IMS and the State Street Alpha Data Platform (ADP).

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Thought Leadership
A discussion about key operational areas impacting superannuation funds, the evolution of fund operating models and how investment and operations teams are addressing these challenges.

READ INSIGHT

Upcoming Webinars & Industry Events

Simplifying OTC Compression

Charles River’s OEMS offers full lifecycle support for OTC compression that helps to reduce complexity, regulatory capital requirements, and simplify portfolio management. We will discuss OTC compression, the process and workflow, and current available features.

US/EMEA May 8:  Register Now
APAC May 9:  Register Now

How T+1 Can Optimize Workflow Through Technology

Investment institutions can drive growth through tech-led workflow optimization as they adapt to the T+1 settlement rule.

The session will also include topics such as regulations, compliance, settlement, clearing, foreign exchange and ETFs.

May 14:  Register Now

Private Credit & Valuations

Is Private Credit poised for continued growth or facing headwinds as default risks rise and regulatory pressures grow?

This asset class is experiencing a kind of “tale of two outlooks.” Join our live conversation about all things related to Private Credit and managing its valuations.

May 20:  Register Now

Private Markets Summit​

Join the team to hear about and discuss the challenges and the best practice management of private assets.

It is a forum for asset owners and other institutional investors to discuss their challenges, along with the firms that manage these assets, to work towards making the industry more efficient.

May 14, 2024    I    Sydney, Australia
Register Now

Snowflake Data Cloud Summit

Join us to explore all the cutting-edge innovation. Hear valuable insights from data & AI experts while discovering the limitless possibilities of data, AI and application collaboration for your organization.

Join Aman Thind, Chief Architect and State Street CTO, for our session: The Financial Services Data, Apps + AI Blueprint.

June 3-6, 2024    I    San Francisco, CA
Register Now

Super Return International

Charles River for Private Markets will be at Super Return International along with our State Street colleagues for Private Capital’s most senior gathering for everyone who’s anyone in private capital.

Learn more about how our platform can help solve data challenges for Private Markets investors.

June 4-7, 2024    I    Berlin, Germany
Register Now

Highlights for Investment Managers

Join us for this discussion on operating model design in Private Markets and insights on the ways in which investment firms are transforming to meet stakeholder demands.

Alex Popp, Global Head of Sales, Private Markets at Charles River and Doug Talbot, Founder at 1886 Consulting dive into data management and technology design requirements that support growth and scalability.

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.

Introducing Charles River for Private Markets​

In an effort to simplify our branding and how we represent ourselves to our clients and the general marketplace, we are retiring the Mercatus brand and introducing Charles River for Private Markets.

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T+1 Update

The SEC has finalized its rule that will require shifting from T+2 to T+1. Read how Charles River has been preparing for this largely anticipated change.

READ THE INSIGHT
VIEW INTERACTIVE PDF

Discover our Partner Ecosystem

Newest Partners: FundGuard, FactSet, DIrectbooks, Advisor360°

TAKE A LOOK

Highlights for Wealth Managers

Developing a Partner Ecosystem

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.

Powering Scalable Portfolio Customization

Charles River & Qontigo: A discussion on how we’re enabling customization at scale, powered by the Axioma Portfolio Optimizer.

WATCH INTERVIEW

Navigating the Complexities of Delivering and Distributing Models

A discussion on best practices for managers who wish to enter this space, the implications of possible regulation, and what the future may hold.

WATCH VIDEO 

Highlights for Asset Owners

A discussion about key operational areas impacting superannuation funds, the evolution of fund operating models and how investment and operations teams are addressing these challenges.

In this article, our panelists discuss how harnessing powerful technologies like artificial intelligence (AI), launching innovative products and expanding into new asset classes is extremely challenging.

Speaking of Alpha: Modernizing Investment Operations for Insurers

The ability to harness large volumes of portfolio, market, and reference data from multiple sources in a flexible and easily accessible manner creates new opportunities for forward-looking asset allocators.

READ THE INSIGHT

Enabling a Whole of Fund View for Canadian Pensions to Accelerate Data-driven Investment Insights​h

In this article, our panelists discuss industry challenges and the role that State Street plays in providing pensions with timelier insights into their investments and associated risk exposures.​

READ THE INSIGHT

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