Morningstar: CI SBH Asset Management Selects IMTC to Modernize, Scale Fixed Income Management Across Taxable, Tax-Exempt Portfolios

Morningstar picked up the PR Newswire announcement that CI SBH Asset Management has selected IMTC to support fixed income portfolio management across its taxable and tax-exempt mandates.

SBH is based in Chicago, with offices in Denver, St. Louis, and Philadelphia, and managed more than $23 billion as of June 30, 2026. It serves institutional and intermediary clients and operates as a subsidiary of Corient Holdings. Serving both channels across two very different types of mandates is where fixed income operations tend to get complicated.

With IMTC, SBH brings portfolio construction, optimization, trading, compliance, and reporting onto one platform. The goal is more efficient execution across accounts and an operating model its teams can grow into.

SBH President Carolyn Goldhaber tied the decision to the firm’s future: “Technology infrastructure is critical to our long-term success. IMTC’s platform enables SBH to grow more efficiently, offer more customized portfolios at scale, and maintain our focus on delivering outstanding outcomes for clients.”

That framing says a lot. For a firm of SBH’s size, the fixed income platform has become part of the growth plan, right alongside the investment team and the client relationships it supports.

Read the full release on Morningstar: CI SBH Asset Management Selects IMTC to Modernize, Scale Fixed Income Management Across Taxable, Tax-Exempt Portfolios

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Q&A

Who is CI SBH Asset Management?

CI SBH Asset Management is a Chicago-based investment firm with offices in Denver, St. Louis, and Philadelphia, managing more than $23 billion in assets as of June 30, 2026. It offers investment strategies to institutional and intermediary clients and is a subsidiary of Corient Holdings. As Morningstar reported, SBH selected IMTC to support fixed income portfolio management across its taxable and tax-exempt mandates.

Why is technology infrastructure a growth decision for asset managers?

The systems behind a fixed income desk set a ceiling on how many accounts, mandates, and customizations a team can handle well. When growth runs through spreadsheets and manual handoffs, every new account adds work and operational risk. SBH President Carolyn Goldhaber made the link directly in the release carried by Morningstar, calling technology infrastructure “critical to our long-term success.” Firms that plan their platform alongside their growth can take on more clients without operations becoming the bottleneck.

What does modernizing fixed income infrastructure look like in practice?

It usually means moving off legacy desktop tools and equity-first systems that force workarounds and Excel-based steps, onto a platform designed around how bonds are actually managed and traded. That covers CUSIP-level data and analytics, compliance checks inside the workflow, and connectivity to order management, custodians, and trading venues. IMTC delivers this on a cloud-native, AI-enhanced platform spanning portfolio and order management, compliance, and reporting.

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