TPT Retirement Solutions, a leading £12 billion workplace pension scheme in the UK, has selected the Charles River Investment Management Solution (Charles River IMS) to manage their multi-asset pension portfolios on one platform. The investment team will use Charles River IMS and Charles River Investment Book of Record (IBOR) for portfolio construction and analysis, risk modelling, and scenario analysis to manage its 350,000 scheme members’ portfolios.
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“The platform’s flexibility and scalability supports both our business growth plans and scheme specific investment strategies as it enables new pension schemes and asset classes to be managed,” said Cliff Speed, Chief Investment Officer, TPT Retirement Solutions. “Implementing the SaaS solution will automate our investment processes and enhance the services provided to sponsoring employers.”
“Master Trust occupational pension schemes, like TPT, use our portfolio management capabilities to access accurate investment data, which provides an enterprise view of exposures and holdings, de-risks decision making, and ensures member specific investment mandates are aligned,” said Gavin Lavelle, Managing Director EMEA, Charles River Development. “In addition, investment process automation and analytical tools also reduce both operational and portfolio risk and increase efficiency in the front and middle office.”
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