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 Cit

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