CHARLES-RIVER-IMS

Charles River IMS asset management / capital markets platform.

Definition

Charles River IMS (Investment Management Solution) is Charles River Development (Burlington MA, founded 1984, acquired by State Street Corporation 2018 $2.6B)'s flagship buy-side OMS + portfolio management + compliance platform, ~350+ buy-side clients globally including asset managers + insurance + pension funds + asset owners, native State Street investment services + custody + fund accounting + post-trade processing integration. Platform + workflow + integration multiple buy-side + sell-side financial services institutions + asset managers + hedge funds + insurance + pension funds + capital markets multi-asset class trading + portfolio management + risk + compliance + reporting + multiple ecosystem integrations FIX + SWIFT + ISO 20022 + custom APIs + data vendors integration mature platforms decades-deployed enterprise scale.

Origin

Charles River Development founded 1984 ; acquired State Street 2018 $2.6B ; ~350+ buy-side clients 2024.

Example in context

Insurance company general account ~$500B AUM uses Charles River IMS for liability-driven investment LDI portfolio management: manages fixed income portfolio matching insurance liabilities cash flows + duration, integration State Street custody + accounting + reporting unified workflow + regulatory Solvency II reporting compliance EU insurance.

Related terms

• Bloomberg AIM — competitor buy-side.