Polen Capital Selects Charles River's Investment Management Solution
Boutique investment firm implements IMS as a hosted service, alongside integrated data service.

Equity management boutique Polen Capital has deployed Charles River's Investment Management Solution (IMS) as a hosted service.
Polen Capital, which holds $7.5 billion of assets under management as of December 2015, will leverage Charles River IMS across its institutional and mutual fund accounts for portfolio management, order management, advanced trade execution, and post-trade processing, with end-to-end compliance monitoring and integrated data.
The firm will also utilize the Charles River Data Service for integrated real-time and daily reference data.
"With Charles River, we have elevated the technological infrastructure of our firm to best of breed across the board," says Stan Moss, CEO of Polen Capital. "The advancement is in line with our strong philosophical belief in high quality in each and everything we do. Structurally this investment has increased our productivity, streamlined our portfolio compliance and risk monitoring, and enhanced our business continuity plan."
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact [email protected] or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact [email protected] to find out more.
You are currently unable to copy this content. Please contact [email protected] to find out more.
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Printing this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email [email protected]
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Copying this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email [email protected]
More on Operations
Waters Wavelength
Wavelength Podcast Ep. 174: Previewing Waters USA
Wei-Shen and Anthony take a look at what's to come at Waters USA and discuss changes to the podcast.
Subscribe to Weekly Wrap emails
Most read
- AFTAs 2019: All the Winners
- BST Awards 2019: Best use of the Agile methodology—JP Morgan Wealth Management
- BST Awards 2019: Best buy-side client reporting platform—SimCorp Coric
- BST Awards 2019: Best buy-side newcomer (vendor or product)—Finbourne Technology
- Bank of America Using Gamer Tech to Improve Trader Experience