CI SBH Asset Management Selects IMTC to Modernize, Scale Fixed Income Management Across Taxable, Tax-Exempt Portfolios

Will streamline fixed income workflows, automate portfolio management processesIMTC, the fixed income technology platform trusted by buy-side portfolio managers, announced that CI SBH Asset Management (SBH) has selected IMTC to support its fixed income portfolio management operations for taxable and tax-exempt mandates.By consolidating portfolio construction, optimization, trading, compliance, and reporting into a single platform with IMTC, SBH can execute more efficiently across accounts while equipping its teams with a more scalable operating model.In a recent IMTC survey, more than 92% of clients highlighted IMTC's ability to help them scale operations with confidence while modernizing their fixed income infrastructure. SBH joins more than 60 IMTC clients, including T. Rowe Price, Franklin Templeton, Lord Abbett, and Nomura Asset Management.FROM CI SBH PRESIDENT CAROLYN GOLDHABER:"Technology infrastructure is critical to our long-term success. IMTC's platform enables SBH to grow more efficiently, offer more customized portfolios at scale, and maintain our focus on delivering outstanding outcomes for clients."FROM IMTC CEO RUSSELL FELDMAN:"SBH is growing at a pace that demands infrastructure built for complexity. IMTC's platform equips their teams to efficiently manage fixed income portfolios and deliver a differentiated wealth experience at scale, allowing firms to gain a true competitive edge."Learn more about IMTC's fixed income technology.

CI SBH Asset Management Selects IMTC to Modernize, Scale Fixed Income Management Across Taxable, Tax-Exempt Portfolios

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