Charles Taylor Investment Management (CTIM) has adopted the asset & investment manager (AIM) and PORT Enterprise solutions from Bloomberg.

The fund management business of Charles Taylor will use AIM from Bloomberg as its order management system. It aims to bring data consistency, executive and efficient end-to-end workflows.

Go deeper with GlobalData

Premium Insights

The gold standard of business intelligence.

Find out more

Related Company Profiles

View all

Furthermore, PORT Enterprise will deliver risk and attribution models, as well as portfolio analytics. It also includes full valuation scenario analysis through an automated reporting solution to support CTIM’s portfolio management.

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,” added 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 benefiting from highly efficient workflows.”

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Bloomberg’s buy-side solutions are used by large asset managers across the globe. AIM is utilised by nearly 15,000 professionals at over 900 firms in over 90 countries to manage $17trn in assets. PORT and PORT Enterprise are used by 93 of the top 100 asset managers and currently have 47,000 active users globally.

Charles Taylor Investment Management has been managing assets on behalf of insurance companies and mutuals since 1994. The team of investment professionals has an average of 26 years investment experience.

Among other clients, CTIM manages a multi-asset class and multi-currency mandate on behalf of The Standard Club a P&I mutual insurance association providing P&I cover to its shipowner members.