Citi Private Bank Replaces Proprietary Systems with Charles River IMS

mark-davidson
Mark Davidson, COO of Citi Investment Management.

With the Charles River IMS, Citi Investment Management (CIM) will be able to use a single platform for the management and modeling of its portfolios, order management processes, trading activities, and pre- and post-trade compliance.

"Starting in the fall, we will be retiring our two proprietary portfolio management tools and will be utilizing Charles River IMS as our single global multi-currency portfolio and analytical tool," says Mark Davidson, COO of the investment management division at

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 info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe

You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.

Sorry, our subscription options are not loading right now

Please try again later. Get in touch with our customer services team if this issue persists.

New to Waterstechnology? View our subscription options

Systematic tools gain favor in fixed income

Automation is enabling systematic strategies in fixed income that were previously reserved for equities trading. The tech gap between the two may be closing, but differences remain.

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 individual account here