Charles Taylor Investment Management (CTIM), the fund management business of Charles Taylor, has adopted Bloomberg’s Asset & Investment Manager (AIM) and PORT Enterprise systems.
AIM will serve as the firm’s order management system (OMS), providing data consistency, execution and end-to-end workflows. In addition, PORT Enterprise, Bloomberg’s Portfolio and Risk Analytics tool, will be used for risk and attribution modelling, and portfolio analytics. PORT Enterprise includes valuation scenario analysis through automated reporting to support CTIM’s portfolio management, and asset and liabilities management workflow across a range of asset classes.
Anthony King, chief operating officer at Charles Taylor Investment Management, said, “Our work with Bloomberg has shown the firm’s ability to address the rapidly evolving business environment that asset managers are facing, and the need for new tools to stay ahead of the curve. By implementing AIM and PORT Enterprise into our investment process, we are able to adapt to the changing active management environment to better serve our clients.”
“We are focused on providing clients like CTIM with solutions to streamline their investment processes,” said Ian Peckett, global head of buy-side solutions at Bloomberg. “Delivering an integrated offering enables us to support our buy-side clients throughout the investment process with the tools to make well-informed decisions while benefitting from highly efficient workflows.”
Bloomberg’s buy-side solutions, which include AIM, PORT and PORT Enterprise are used by asset managers, hedge funds, insurance companies, pension funds and government agencies.
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