Press Release

Johnson Investment Counsel Positions for Growth with Charles River IMS for Wealth and Institutional Asset Management

July 10, 2018

Boston — July 10, 2018 — Johnson Investment Counsel, Inc., Ohio’s largest independent wealth management firm, has chosen the Charles River Investment Management Solution (Charles River IMS) for its institutional and wealth management businesses. Implementing Charles River IMS positions Johnson Investment Counsel for growth by providing greater scalability to manage its US fixed income and global equity investments, as well as a mix of multi-asset products, across the entire trade lifecycle.

Over 60 employees, including portfolio managers, traders, compliance and operations staff, will now work on an end-to-end platform with integrated analytics and a single data source managed by Charles River. Johnson Investment Counsel has also adopted Charles River’s scenario analysis, GIPS compliant performance measurement & attribution, composite management, portfolio construction, modelling, position management, and post-trade processing and settlement capabilities.

“Johnson Investment Counsel has grown rapidly, and we needed a platform that would allow us to manage thousands of client portfolios more efficiently and build on our success without technology constraints,” said Jason Jackman, Johnson Investment Counsel. “For our fixed income business in particular, Charles River’s ability to integrate risk analytics, portfolio management and trade execution on a single platform will allow our portfolio managers to make more informed investment decisions and shorten the time from investment idea to execution. We are also able to retire several proprietary systems, which allows us to focus on our core competency and reduce operational risk as we continue to grow. ”

“As Johnson Investment Counsel grows and diversifies their offerings, consolidating onto a more standardized investment platform helps them simplify their business model without sacrificing their critical requirements,” said Tom Driscoll, Global Managing Director, Charles River. “Additionally, having a centralized infrastructure is more cost-efficient and keeps them up to date on the latest software capabilities.”

About Johnson Investment Counsel, Inc.
Headquartered in Cincinnati with offices across Ohio, Johnson Investment Counsel serves clients in 47 states. The firm manages more than $10 billion in assets. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Institutional Management, the firm serves individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel is a 100 percent employee-owned company with 32 shareholders among 122 employees. Its professionals are dedicated to developing genuine relationships with clients and delivering exceptional service. Johnson Investment Counsel is committed to remaining an independent firm acting in the best interests of clients and employees. Johnson Investment Counsel has five offices across Ohio with two in Cincinnati, and one in each city Cleveland/Akron, Columbus, and Dayton. For more information on locations and services, visit

About Charles River
Charles River enables sound and efficient investing across all asset classes. Investment firms in more than 40 countries use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution automates and simplifies investment management on a single platform – from portfolio decision support and risk management through trading and post-trade settlement, with integrated risk and compliance throughout. Headquartered in Burlington, Massachusetts, we support clients globally with more than 750 employees in 11 regional offices. For more information, please visit