Johnson Investment Counsel, Inc., Ohio’s largest independent wealth
management firm, has chosen the Charles River Investment Management
Solution (Charles River IMS) for its institutional and wealth management
businesses. Implementing Charles
River IMS positions Johnson Investment Counsel for growth by
providing greater scalability to manage its US fixed income and global
equity investments, as well as a mix of multi-asset products, across the
entire trade lifecycle.
Over 60 employees, including portfolio managers, traders, compliance and
operations staff, will now work on an end-to-end platform with
integrated analytics and a single data source managed by Charles River.
Johnson Investment Counsel has also adopted Charles River’s scenario
analysis, GIPS compliant performance measurement & attribution,
composite management, portfolio construction, modelling, position
management, and post-trade processing and settlement capabilities.
“Johnson Investment Counsel has grown rapidly, and we needed a platform
that would allow us to manage thousands of client portfolios more
efficiently and build on our success without technology constraints,”
said Jason Jackman, Johnson Investment Counsel. “For our fixed income
business in particular, Charles River’s ability to integrate risk
analytics, portfolio management and trade execution on a single platform
will allow our portfolio managers to make more informed investment
decisions and shorten the time from investment idea to execution. We are
also able to retire several proprietary systems, which allows us to
focus on our core competency and reduce operational risk as we continue
to grow. ”
“As Johnson Investment Counsel grows and diversifies their offerings,
consolidating onto a more standardized investment platform helps them
simplify their business model without sacrificing their critical
requirements,” said Tom Driscoll, Global Managing Director, Charles
River. “Additionally, having a centralized infrastructure is more
cost-efficient and keeps them up to date on the latest software
About Johnson Investment Counsel, Inc.Headquartered
in Cincinnati with offices across Ohio, Johnson Investment Counsel
serves clients in 47 states. The firm manages more than $10 billion in
assets. Through Johnson Private Client Group, Johnson Trust Company, and
Johnson Institutional Management, the firm serves individuals,
corporations, retirement plans, foundations, and endowments. Johnson
Investment Counsel is a 100 percent employee-owned company with 32
shareholders among 122 employees. Its professionals are dedicated to
developing genuine relationships with clients and delivering exceptional
service. Johnson Investment Counsel is committed to remaining an
independent firm acting in the best interests of clients and employees.
Johnson Investment Counsel has five offices across Ohio with two in
Cincinnati, and one in each city Cleveland/Akron, Columbus, and Dayton.
For more information on locations and services, visit http://www.johnsoninv.com.
About Charles RiverCharles
River enables sound and efficient investing across all asset
classes. Investment firms in more than 40 countries use Charles River
IMS to manage more than US$25 Trillion in assets in the institutional
investment, wealth management and hedge fund industries. Our Software as
a Service-based solution automates and simplifies investment management
on a single platform – from portfolio decision support and risk
management through trading and post-trade settlement, with integrated
risk and compliance throughout. Headquartered in Burlington,
Massachusetts, we support clients globally with more than 750 employees
in 11 regional offices. For more information, please visit www.crd.com.
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