Lothian Pension Fund streamlines with Charles River
January 27, 2020

Lothian Pension Fund, the Edinburgh-based local government pension scheme provider, has completed the implementation of the Charles River Investment Management Solution to help strengthen its investment processes and provide capacity for expansion of its third-party services.

The investment team is using the multi-asset solution, with portfolio management as well as trade order and execution capabilities, to manage around £8.5bn of pension fund assets on behalf of over 85,000 scheme members.

"With an ambition to increase our internal investment capability and to eliminate the gap between us and the quality managers in the market, we're strengthening a number of areas of our team and partnering with Charles River gives us access to core technology which supports our operations and compliance arrangements," said Doug Heron, Chief Executive Officer of Lothian Pension Fund.

"Charles River's solutions provide us with the data and trading capabilities which allow us to stay up to date with state-of-the-art trading capabilities and remain compliant with ever-changing regulations."

"As the pension market evolves, asset owners, such as Lothian, are seeking ways to optimize their investment strategies and better manage risk," said Gavin Lavelle, Managing Director EMEA, Charles River.

"Our front-to-back solution provides investment managers and asset owners greater operational efficiencies, encourage new opportunities for collaboration between investment professionals and deliver a single, and enterprise-wide view of portfolios and exposures."





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Lothian Pension Fund, the Edinburgh-based local government pension scheme provider, has completed the implementation of the Charles River Investment Management Solution to help strengthen its investment processes and provide capacity for expansion of its third-party services.

The investment team is using the multi-asset solution, with portfolio management as well as trade order and execution capabilities, to manage around £8.5bn of pension fund assets on behalf of over 85,000 scheme members.

"With an ambition to increase our internal investment capability and to eliminate the gap between us and the quality managers in the market, we're strengthening a number of areas of our team and partnering with Charles River gives us access to core technology which supports our operations and compliance arrangements," said Doug Heron, Chief Executive Officer of Lothian Pension Fund.

"Charles River's solutions provide us with the data and trading capabilities which allow us to stay up to date with state-of-the-art trading capabilities and remain compliant with ever-changing regulations."

"As the pension market evolves, asset owners, such as Lothian, are seeking ways to optimize their investment strategies and better manage risk," said Gavin Lavelle, Managing Director EMEA, Charles River.

"Our front-to-back solution provides investment managers and asset owners greater operational efficiencies, encourage new opportunities for collaboration between investment professionals and deliver a single, and enterprise-wide view of portfolios and exposures."



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