Polen Capital, a Florida-based global investment firm, is moving its mutual funds, institutional accounts and separately managed fund accounts to the Charles River SaaS-based Investment Management Solution.
Charles River provides front and middle office investments management functions such as improved data quality and risk controls. Polen will now use a single platform for all its trade execution, portfolio management and order management.
Traders takes an inside look at today’s Order Management Systems.
With Charles River, we have elevated the technological infrastructure of our firm to best of breed across the board, said Stan C. Moss, CEO, Polen Capital. Structurally this investment has increased our productivity, streamlined our portfolio compliance and risk monitoring, and enhanced our business continuity plan.
Charles River serves more than 350 investment firms in over 40 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, andpension markets.
