Bringing you live news and features since 2006 

Stan Moss, Polen Capital

Polen Capital Management live on SaaS-based Charles River IMS


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.”

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by