Press Release

Boston MA – Charles River, a front and middle office investment management solution provider, today announced that Polen Capital Management (Polen Capital), an equity management boutique based in Boca Raton, Florida, is live on the SaaS-based Charles River Investment Management Solution (Charles River IMS) across its mutual funds, institutional accounts and retail separately managed accounts. Polen Capital also leverages Charles River’s Data Service for integrated real-time and daily reference data. Polen Capital’s team now has a single enterprise solution for portfolio management, order management, advanced trade execution, and post-trade processing, with end-to-end compliance monitoring and integrated data. “With Charles River, we have elevated the technological infrastructure of our firm to best of breed across the board,” said Stan C. Moss, CEO, Polen Capital. “The advancement is in line with our strong philosophical belief in high quality in each and every thing we do. Structurally this investment has increased our productivity, streamlined our portfolio compliance and risk monitoring, and enhanced our business continuity plan.”

“Charles River’s SaaS-based solution helps firms like Polen Capital access our latest capabilities faster, while enhancing data quality and improving operations at a more predictable cost, “said Matt Daly, Vice President-Sales, Americas, Charles River.  “This increases satisfaction for end users, and helps them make better investment decisions and respond more quickly to client and regulatory demands.”

About Polen Capital
Founded in 1979, Polen Capital is a global investment management firm that provides high value-added quality growth investment strategies to sophisticated clients around the world. The firm is committed to attracting experienced, disciplined investment professionals to add value to our client portfolios. Polen Capital’s investment team oversees a global equities universe of high-quality growth companies and manages the flagship Focus Growth and Global Growth investment strategies. Polen Capital’s strategies are offered through various investment vehicles to accommodate a broad range of client mandates. For more information visit www.polencapital.com.

About Charles River
Charles River provides an end-to-end solution to automate front and middle office investment management functions across asset classes on a single platform. Delivered as a hosted service, the solution improves data quality and investment professional productivity, controls risk and lowers technology costs. Charles River serves more than 350 investment firms in over 40 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets.