CI SBH Asset Management Chooses IMTC to Enhance Fixed Income Portfolio Operations
CI SBH Asset Management has selected IMTC's fixed income technology platform to modernize and scale its portfolio management operations for both taxable and tax-exempt mandates. The integration will streamline workflows by consolidating processes such as portfolio construction, optimization, trading, compliance, and reporting into a single system. This move is expected to improve efficiency across accounts while enabling SBH’s teams with a more scalable operating model. According to an IMTC survey, over 92% of clients credit the platform for helping them scale operations confidently. CI SBH joins other notable firms like T. Rowe Price and Franklin Templeton in using IMTC's services. Carolyn Goldhaber, President of CI SBH Asset Management, emphasized that modern technology is essential to their long-term success and client outcomes. IMTC CEO Russell Feldman noted the growing complexity demands infrastructure built for scalability and efficiency. The partnership aims to help firms like SBH deliver a differentiated wealth experience at scale.
Topics: asset management fixed income portfolio management technology adoption