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Paul Wilson, Sanlam

Sanlam Multi Manager adopts Charles River IMS


Sanlam Multi Management International (SMMI), part of Sanlam Investments, has chosen the Charles River Investment Management Solution (Charles River IMS) to consolidate and streamline its investment management processes.

The Multi Manager business will use the cloud-based solution for portfolio management. 
Sanlam’s multi-manager team will have a centralised view for model comparison, with enhanced workflows for greater efficiency, oversight and scalability. Combining data from custodial and Linked Investments Service Provider (LISP) sources will enable integrated portfolio construction capabilities.  
“Bringing our investment management processes onto one platform gives our multi-manager team a single interface to construct portfolios and models, complete their pre-compliance checks and send models to custodians and LISPs for execution,” says Paul Wilson (pictured), Chief Investment Officer of the Sanlam Multi Manager business. “Having better portfolio management tools will improve our front office productivity and investment decision support.”
“Consolidating investment and data systems onto a centralised platform improves data quality, eliminates integration points and reduces overall risk,” says Gavin Lavelle, Managing Director EMEA, Charles River. “SaaS deployment ensures predictable costs as firms grow, and gives front office users access to the latest software capabilities in a scalable solution.”

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