Madison Investment Advisors Selects Charles River IMS

Madison expects Charles River's enterprise solution to support its business growth and handle increasing trade volumes and number of accounts.

charles-river
Madison expects Charles River's enterprise solution to support its business growth and handle increasing trade volumes and number of accounts.

Charles River today announced that investment and wealth management firm Madison Investment Advisors has selected the Charles River Investment Management Solution (IMS) as a hosted service.

Madison users will have a fully-managed solution for portfolio management, trading, and performance measurement and attribution across the firm's global equities and domestic fixed income operations.

The Wisconsin-based firm, with around $15 billion in assets and specializing in large-cap growth equity investment, will also be utilizing Charles River's Data Service, the new portfolio manager workbench, and scenario analysis and advanced analytics tools. 

"Charles River will significantly improve productivity for our PM's and traders by delivering portfolio management and trading capabilities with integrated data, analytics and benchmarks all in one solution," says Jill Friedow, managing director, Madison Investement Advisors. "Ultimately, we will increase efficiencies across the organization and support best execution for clients while reducing our compliance risk throughout the investment management process."

"Charles River IMS helps asset managers make better investment decisions by providing risk, performance, portfolio and trade information, as well as all necessary security data and analytics," adds Tom Driscoll, global managing director at  Charles River. "Our SaaS-based solution enables firms like Madison to improve operations at a more predictable cost, ensure higher quality data, and provide investment teams with faster access to new functionality."

  • LinkedIn  
  • Save this article
  • Print this page  

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: