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Investment Product and Service Launches

CTIM adopts Bloomberg PORT Enterprise, AIM solutions; SS&C Technologies introduces insurance marketplace; Franklin Templeton announces new all-inclusive fee structure; and more.

CTIM Adopts Bloomberg PORT Enterprise, AIM Solutions

Bloomberg has announced that Charles Taylor Investment Management (CTIM), the fund management business of Charles Taylor plc, a professional services and technology solutions provider to the global insurance market, has adopted its Asset & Investment Manager (AIM) and PORT Enterprise solutions.

AIM will serve as the firm’s order management system, providing data consistency, execution and end-to-end workflows. In addition, PORT Enterprise, Bloomberg’s portfolio and risk analytics solution, will deliver risk and attribution models and detailed portfolio analytics. PORT Enterprise also includes full valuation scenario analysis through an automated reporting solution to support CTIM’s portfolio management and assets and liabilities management workflow needs across a range of asset classes.

Anthony King, chief operating officer (COO) at Charles Taylor Investment Management, says, “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,” says 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 benefitting from highly efficient workflows.”

SS&C Technologies Introduces Insurance Marketplace

SS&C Technologies Holdings Inc. has created the SS&C Advent Insurance Marketplace, a new way for advisers to access a wide range of fee-only insurance solutions. The marketplace is powered by DPL Financial Partners.

“We are thrilled to work with DPL, a market leader in making insurance products accessible to advisers, to bring these enhanced capabilities and services to our clients,” says Steve Leivent, co-general manager of SS&C Advent. “Together, SS&C Advent Insurance Marketplace and DPL complement and integrate their respective offerings to provide advisers the first truly integrated and enhanced solution they need to service their client’s entire financial life.”

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