CI SBH Asset Management Selects IMTC to Modernize, Scale Fixed Income Management Across Taxable, Tax-Exempt Portfolios
CI SBH Asset Management Selects IMTC to Modernize, Scale Fixed Income Management Across Taxable, Tax-Exempt Portfolios
PR Newswire
NEW YORK, Oct. 6, 2026
Will streamline fixed income workflows, automate portfolio management processes
NEW YORK, Oct. 6, 2026 /PRNewswire/ -- IMTC, the fixed income technology platform trusted by buy-side portfolio managers, announced that CI SBH Asset Management (SBH) has selected IMTC to support its fixed income portfolio management operations for taxable and tax-exempt mandates.
By consolidating portfolio construction, optimization, trading, compliance, and reporting into a single platform with IMTC, SBH can execute more efficiently across accounts while equipping its teams with a more scalable operating model.
In a recent IMTC survey, more than 92% of clients highlighted IMTC's ability to help them scale operations with confidence while modernizing their fixed income infrastructure. SBH joins more than 60 IMTC clients, including T. Rowe Price, Franklin Templeton, Lord Abbett, and Nomura Asset Management.
FROM CI SBH PRESIDENT CAROLYN GOLDHABER:
"Technology infrastructure is critical to our long-term success. IMTC's platform enables SBH to grow more efficiently, offer more customized portfolios at scale, and maintain our focus on delivering outstanding outcomes for clients."
FROM IMTC CEO RUSSELL FELDMAN:
"SBH is growing at a pace that demands infrastructure built for complexity. IMTC's platform equips their teams to efficiently manage fixed income portfolios and deliver a differentiated wealth experience at scale, allowing firms to gain a true competitive edge."
Learn more about IMTC's fixed income technology.
ABOUT CI SBH ASSET MANAGEMENT
CI SBH Asset Management is an asset management firm headquartered in Chicago, with offices in Denver, St. Louis, and Philadelphia. The firm had over $23 billion in assets under management as of 6/30/26. CI SBH offers a range of investment strategies and customized solutions for institutional and intermediary clients, including domestic, international, and global equity in addition to fixed income and alternatives. CI SBH is a wholly owned subsidiary of Corient Holdings.
ABOUT IMTC
IMTC is the fixed income technology leader trusted by portfolio managers, providing end-to-end portfolio and order management, compliance, and reporting on an AI-enhanced platform so firms can trade smarter, move faster, and scale with confidence. For more information, visit www.imtc.com.
MEDIA CONTACT
Randy Williams for IMTC
randy@eph2comms.com
+1.917.213.5980
SOURCE IMTC
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