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Stan Moss, Polen Capital

Polen Capital Management live on SaaS-based Charles River IMS

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Polen Capital Management (Polen Capital), an equity management boutique based in Boca Raton, Florida, is now live on the SaaS-based Charles River Investment Management Solution (Charles River IMS) across its mutual funds, institutional accounts and retail separately managed accounts. 

Polen Capital also leverages Charles River’s Data Service for integrated real-time and daily reference data.

Polen Capital’s team now has a single enterprise solution for portfolio management, order management, advanced trade execution, and post-trade processing, with end-to-end compliance monitoring and integrated data.

“With Charles River, we have elevated the technological infrastructure of our firm to best of breed across the board,” says Stan C Moss, CEO, Polen Capital. “The advancement is in line with our strong philosophical belief in high quality in each and every thing we do. Structurally this investment has increased our productivity, streamlined our portfolio compliance and risk monitoring, and enhanced our business continuity plan.”

“Charles River’s SaaS-based solution helps firms like Polen Capital access our latest capabilities faster, while enhancing data quality and improving operations at a more predictable cost,” says Matt Daly, Vice President-Sales, Americas, Charles River. “This increases satisfaction for end users, and helps them make better investment decisions and respond more quickly to client and regulatory demands.”

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