New processes streamline investment management

Fund streamlines its investment management processes with Charles River IMS.

Lothian Pension Fund have completed the implementation of the Charles River Investment Management Solution (Charles River IMS) to strengthen their investment processes and provide capacity for expansion of their third-party services . The investment team are using the multi-asset solution, with portfolio management as well as trade order and execution capabilities, to manage around £8.5bn of pension fund assets on behalf of over 85,000 scheme members.

“With an ambition to increase our internal investment capability and to eliminate the gap between us and the quality managers in the market, we’re strengthening a number of areas of our team and partnering with Charles River gives us access to core technology that supports our operations and compliance arrangements” said Doug Heron, Chief Executive Officer of Lothian Pension Fund. “Charles River’s solutions provide us with the data and trading capabilities that allow us to stay up-to-date with state-of-the-art trading capabilities while remaining compliant with ever-changing regulations.”

“The pension market is evolving, and asset owners, such as Lothian, are seeking ways to optimise their investment strategies and better manage risk,” said Gavin Lavelle, Managing Director EMEA, Charles River. “Our front to back solutions have been developed to provide investment managers and asset owners greater operational efficiencies, encourage new opportunities for collaboration between investment professionals and deliver a single and enterprise-wide view of portfolios and exposures.”

Published: 27th January 2020