Charles Taylor Investment Management Selects Bloomberg to Streamline Investment Workflow | Press

New York, September 29, 2020 – Bloomberg today announced that Charles Taylor Investment Management (CTIM), the fund management business of Charles Taylor plc, a professional services and technology solutions provider to the global insurance market, has adopted its Asset & Investment Manager (AIM) and PORT Enterprise solutions.

AIM will serve as the firm’s order management system, providing data consistency, execution and efficient end-to-end workflows. In addition, PORT Enterprise, Bloomberg’s advanced Portfolio and Risk Analytics solution, will deliver market-leading risk and attribution models, and detailed portfolio analytics. PORT Enterprise also includes full valuation scenario analysis through a flexible and automated reporting solution to support CTIM’s portfolio management and assets and liabilities management workflow needs across a range of asset classes.

Anthony King, Chief Operating Officer at Charles Taylor Investment Management, stated “Our work with Bloomberg has shown the firm’s ability to address the rapidly evolving business environment that asset managers are

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