Case Study: LMCG Investments achieves faster, scalable fixed income portfolio management with IMTC

LMCG Investments - Customer Case Study

LMCG Investments, an asset manager with over $867 million in assets under management, struggled with inefficient SMA portfolio management due to the limitations of its legacy BondEdge system. With just two fixed income managers overseeing 765 accounts, their manual processes were time-consuming, lacked flexibility, and provided poor visibility into accounts needing attention, particularly for handling upcoming cash flows.

By implementing IMTC's platform, the firm gained powerful tools like the Optimizer, Scenarios, and advanced filtering to manage portfolios proactively and at scale. The solution from IMTC enabled the team to reinvest cash 92% faster, execute trades across hundreds of accounts in under a day, and significantly reduce technology costs, allowing them to confidently accommodate future growth and free up time for research and trading.

LMCG Investments

Matt Trachy

Fixed Income Analyst