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IMTC to Modernize CI SBH Asset Management's Fixed Income Operations

CI SBH Asset Management (SBH), based in Chicago, has officially partnered with IMTC, a leading technology platform specializing in fixed income management. This collaboration aims to revolutionize SBH's portfolio management for both taxable and tax-exempt mandates, enhancing operational efficiency while providing a scalable solution.

Enhanced Portfolio Management

The decision to select IMTC comes as part of SBH's commitment to modernizing its investment processes. By integrating IMTC's advanced platform, SBH plans to consolidate various aspects of portfolio management—such as construction, optimization, trading, compliance, and reporting—into a single, streamlined interface. This transition is expected to significantly enhance the efficiency of account executions and overall portfolio scalability.

During a recent survey conducted by IMTC, an impressive 92% of existing clients praised the platform's effectiveness in scaling operations while updating their fixed income capabilities. With this decision, SBH becomes one of over 60 distinguished clients of IMTC, joining the ranks of prominent firms like T. Rowe Price and Franklin Templeton.

Comments from Leadership

According to Carolyn Goldhaber, President of CI SBH Asset Management, “Technology infrastructure is critical to our long-term success. The IMTC platform empowers SBH to grow more efficiently, offering a broader array of customized portfolios while maintaining a strong focus on delivering excellent client outcomes.”

Russell Feldman, CEO of IMTC, noted that “SBH's growth trajectory demands a robust infrastructure to handle increasing complexities. Our platform is designed to enable their teams to manage fixed income portfolios efficiently, providing a unique wealth experience that can give them a competitive edge in the marketplace.”

About CI SBH Asset Management

CI SBH Asset Management, a subsidiary of Corient Holdings, is well-established in the investment landscape, managing more than $23 billion in assets as of mid-2026. The firm is recognized for offering a diverse array of investment strategies to both institutional and intermediary clients, catering to domestic, international, and global equity, in addition to fixed income and alternative solutions. With offices in Chicago, Denver, St. Louis, and Philadelphia, CI SBH is poised for continued growth and innovation.

About IMTC

IMTC stands out as a key player in the fixed income technology sector, providing comprehensive portfolio and order management capabilities, compliance functionalities, and reporting, all embedded within an AI-enhanced platform. Their mission is to enable firms to trade smarter, accelerate their operations, and scale with confidence. For further information on IMTC and its offerings, potential clients are encouraged to visit www.imtc.com.

As the financial industry continues to evolve, partnerships like that of IMTC and CI SBH are crucial for establishing competitive advantages and fostering a more efficient investment landscape.