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

View the original press release here.

Will streamline fixed income workflows, automate portfolio management processes

New York, N.Y., October 6, 2026 — IMTC, the fixed income technology platform trusted by buy-side portfolio managers, announced that CI SBH Asset Management (SBH) has selected IMTC to support its fixed income portfolio management operations for taxable and tax-exempt mandates.

By consolidating portfolio construction, optimization, trading, compliance, and reporting into a single platform with IMTC, SBH can execute more efficiently across accounts while equipping its teams with a more scalable operating model.

In a recent IMTC survey, more than 92% of clients highlighted IMTC’s ability to help them scale operations with confidence while modernizing their fixed income infrastructure. SBH joins more than 60 IMTC clients, including T. Rowe Price, Franklin Templeton, Lord Abbett, and Nomura Asset Management.

FROM CI SBH PRESIDENT CAROLYN GOLDHABER:

“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.”

FROM IMTC CEO RUSSELL FELDMAN:

“SBH is growing at a pace that demands infrastructure built for complexity. IMTC’s platform equips their teams to efficiently manage fixed income portfolios and deliver a differentiated wealth experience at scale, allowing firms to gain a true competitive edge.”

Learn more about IMTC’s fixed income technology.

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ABOUT CI SBH ASSET MANAGEMENT

CI SBH Asset Management is an asset management firm headquartered in Chicago, with offices in Denver, St. Louis, and Philadelphia. The firm had over $23 billion in assets under management as of 6/30/26. CI SBH offers a range of investment strategies and customized solutions for institutional and intermediary clients, including domestic, international, and global equity in addition to fixed income and alternatives. CI SBH is a wholly owned subsidiary of Corient Holdings.

ABOUT IMTC

IMTC is the fixed income technology leader trusted by portfolio managers, providing end-to-end portfolio and order management, compliance, and reporting on an AI-enhanced platform so firms can trade smarter, move faster, and scale with confidence. For more information, visit www.imtc.com.

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Q&A

Why are asset managers consolidating fixed income workflows onto one platform?

Running portfolio construction, optimization, trading, compliance, and reporting in separate systems creates handoffs, manual data entry, and gaps in oversight that get harder to manage as account counts grow. Bringing those steps onto a single platform lets teams execute more efficiently across accounts and build an operating model that scales with the business, which is the outcome CI SBH Asset Management cites in selecting IMTC.

Can one platform support both taxable and tax-exempt fixed income mandates?

Yes. CI SBH will use IMTC to manage fixed income portfolios across both its taxable and tax-exempt mandates, so the same construction, optimization, compliance, and reporting workflow applies whether a portfolio holds corporate, government, or municipal bonds. That keeps processes consistent across strategies while still allowing each mandate to be customized.

How does IMTC help asset managers offer more customized portfolios at scale?

IMTC automates the portfolio management steps that usually limit customization, from building and optimizing portfolios to checking them against compliance rules and producing reports. With that work handled in one workflow, teams can manage more personalized accounts without adding operational overhead, a priority CI SBH President Carolyn Goldhaber highlighted in the announcement.