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Ongoing Alignment Ensures Success

Over time, our businesses evolve and our technologies change. And while most of us require periodic review and revision of our procedures, I wonder sometimes if we miss efficiency opportunities along the way.

As seen in Family Wealth Report: ESG Customization

In all, ESG portfolios provide opportunities for growth but come with ground-level challenges when implementing them. In order to meet client demand for investments that are personalized to truly align with investor core values, investment managers must go beyond negative screening when implementing ESG.

Personalization is the Key to Winning Emerging Investor Loyalty

Performance has traditionally been the key to attracting and retaining investors. But forward-thinking managers are realizing that returns alone will be inadequate in securing emerging investor loyalty over the long haul. This generation has their own set of preferences, beliefs and habits that will likely require a shift in the investment management value proposition.

 

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.