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Charles River IMS

Name: Charles River IMS
Author: Charles River IMS

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What Charles River IMS is

Charles River IMS is a cloud-based, multi-asset investment management platform that brings portfolio management, risk analytics, trading, post-trade settlement, compliance, and managed data together. Portfolio managers can examine positions, risk, and performance with filters, pivots, scenario analysis, and what-if simulations. Portfolio construction tools support optimization against benchmarks and models, model management, benchmark blends, and ETF basket workflows. Risk capabilities include single-security analytics, factor-based risk decomposition, value at risk, liquidity risk, stress testing, and scenario analysis. Charles River says its analytics span over 200 asset types across public, private, and over-the-counter markets. The platform also supports allocation analysis, tax-lot tracking, and performance reporting. Public APIs connect with custodians, algorithm providers, accounting and post-trade systems, and regulatory reporting utilities. It uses Microsoft Azure and is described as open architecture. Charles River identifies investment and wealth managers, asset owners, and insurers as users, and says it offers global 24/7 support. Pricing is available by contacting Charles River.

Who it suits

It suits investment and wealth managers, asset owners, and insurers seeking multi-asset portfolio tools, risk analytics, and related investment workflows.

What it does well

Analyzes positions, risk, and performance.
Supports optimization against benchmarks and models.
Analytics span over 200 asset types.
Public APIs connect to external systems.
Global 24/7 support is offered.

What to know first

Pricing is available only by contacting Charles River.

Plans

Plan	Billed and limits	Price
Charles River IMS	Pricing available by contacting Charles River	On request

As crd.com lists them, read 8 Oct 2026. The maker's own page has the final word.

Getting started

Visit the Charles River portfolio management website
Request a demo and brochure
Discuss pricing with Charles River
Plan deployment on the Microsoft Azure cloud platform
Connect custodians, algorithm providers, accounting, post-trade, or regulatory systems through public APIs
Arrange expert-led or customized training

Verdict

Charles River IMS combines portfolio construction and analysis with trading, settlement, compliance, and risk capabilities. Prospective users need to contact Charles River for pricing.

Questions

What does Charles River IMS cost?

Pricing is available by request. The portfolio page does not publish a Charles River IMS price.

Which organizations use Charles River IMS?

Charles River identifies investment and wealth managers, asset owners, and insurers as intended users.

Which asset classes does it cover?

Its analytics span more than 200 asset types across public, private, and over-the-counter markets.

Does Charles River IMS provide integrations?

Public APIs connect custodians, algorithm providers, accounting and post-trade systems, and regulatory reporting utilities. The page also features MSCI, Axioma, RIMES, Opturo, and Jacobi as partners.

What support and training are offered?

Charles River says it provides global 24/7 support, expert-led training, structured learning paths, and customized training at client sites.

Is Charles River IMS cloud-based?

Yes. It uses Microsoft Azure and is described as a cloud-based, open-architecture platform.

Facts from Charles River IMS's own pages

Allocation analysis: Yes · crd.com, 20 Sept 2026
APIs: Public APIs let clients interface with custodians, algorithm providers, accounting and post-trade systems, and regulatory reporting utilities. · crd.com, 8 Oct 2026
Asset coverage: Charles River says its analytics span over 200 asset types across public, private, and over-the-counter markets. · crd.com, 8 Oct 2026
Asset class coverage: multi_asset_alternatives · crd.com, 20 Sept 2026
Cloud platform: Charles River IMS uses Microsoft Azure and is described as a cloud-based, open-architecture platform. · crd.com, 8 Oct 2026
Headquarters: Burlington, Massachusetts, USA · crd.com, 28 Sept 2026
Integrations: The portfolio page features MSCI, Axioma, RIMES, Opturo, and Jacobi as partners for portfolio and risk analytics, data, performance analytics, or portfolio management. · crd.com, 8 Oct 2026
Intended users: The company identifies investment and wealth managers, asset owners, and insurers as users of Charles River IMS. · crd.com, 8 Oct 2026
Performance reporting: Yes · crd.com, 20 Sept 2026
Portfolio analysis: Portfolio managers can analyze and visualize positions, risk, and performance with filters, pivots, scenario analysis, and what-if simulations. · crd.com, 8 Oct 2026
Portfolio construction: The portfolio tools support optimization against benchmarks and models, model management, benchmark blends, and ETF basket workflows. · crd.com, 8 Oct 2026
Pricing availability: The portfolio page invites prospects to request a demo and brochure but does not publish Charles River IMS pricing. · crd.com, 8 Oct 2026
Product: Charles River IMS is a cloud-based, multi-asset investment management platform that connects portfolio management, risk analytics, trading, post-trade settlement, compliance, and managed data. · crd.com, 8 Oct 2026
Risk analysis: Yes · crd.com, 20 Sept 2026
Risk analytics: The page lists single-security analytics, factor-based risk decomposition, value at risk, liquidity risk, stress testing, and scenario analysis. · crd.com, 8 Oct 2026
Security: The company says the platform has robust security infrastructure backed by State Street; its site displays an ISO 27001 service mark. · crd.com, 8 Oct 2026
Support: Charles River says it offers clients 24/7 support globally. · crd.com, 8 Oct 2026
Tax-lot tracking: Yes · crd.com, 20 Sept 2026
Training: Charles River offers expert-led training and structured learning paths, with customized training available at client sites. · crd.com, 8 Oct 2026