Investment and wealth managers, asset owners and insurers in ~30 countries rely on Charles River IMS to manage 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®.

Charles River IMS helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River for Private Markets helps solve complex data challenges for investors in private credit, real estate, private equity, and infrastructure. Charles River's partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. With more than 183% increase in headcount over the last 8 years, Charles River serves clients globally offering 24/7 support. To learn more visit www.crd.com.

*Statistics as of Q1 2026. Assets are inclusive of clients using the platform for purposes of secondary compliance.