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Becoming a Big Fan of Small

Years of helping asset managers to succeed has made me a big fan of small. Small steps are an effective means to lasting change. A narrow focus spotlights a manager’s strengths. A community approach to client interactions leads to long-term investor loyalty. Small has a big impact.

Archer Announces ESG Model Marketplace

Leveraging Archer technology, the ESG Model Marketplace brings together investment product manufacturers, distributors, and leading data to enable custom ESG-focused portfolios that scale to support demand from separately managed accounts.

As seen in Family Wealth Report: Evolving Client Reporting In An Information Age

When provided with simpler access to robust data and tools to render information in multiple formats, managers are empowered to provide information relevant to their clients in new and traditional ways.

 

Winning with ESG

Technology is available to take the next logical step, with automated versioning of models and the personalization of customized ESG portfolios. In both cases, technology supports filtering out or diminishing holdings in "bad actors" and increasing holdings in "good actors."

As seen in FUNDfire: $60B Manager Enters Traditional SMA Space

Cohen & Steers tapped Archer, an operations and outsourcing provider, to get its SMA business off the ground.

Opposite Day – yaD etisoppO

By thinking first about the desired result and stepping backward through antecedent activities, operations teams have the opportunity to close gaps in interconnected practices to ensure efficient, defect-free results.

 

Leaving printed reports behind: new tools for sharing information and gaining insight

Just because reporting has been around for a long time doesn’t mean it isn’t still evolving. With new ways of accessing information, illustrating it through interactive graphs, and effortlessly delivering reports as virtual documents, managers can turn information into insights for themselves and their clients.

The Adaptive Investment Manager

Investment managers can stay ahead of evolving investor desires and thrive in the new investment management economy. This requires an increasingly adaptive approach to market opportunities. Adaptive managers, in our experience, share these characteristics: Flexibility, Scalability, Focus, Speed, and Vision.

New Growth for Established Investment Firms

For institutional and boutique asset managers, the retail channel can be an attractive source of revenue diversification and AUM growth.