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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.

 

Archer Ecosystem Adds BITA Risk Platform From corfinancial

"BITA Wealth compliments Archer’s capabilities and adds a significant set of functions for the CIO, Advisor and Compliance and Governance teams within an organization."

 

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.

 

Archer Welcomes James Drumm

“Archer’s solution is unique in its ability to help asset managers mitigate operational risk and cost,” said Drumm. “It’s a game-changer and I’m excited to join the team.”

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.

 
 

Consultiva Internacional Inc. and Palladiem LLC Achieve Portfolio Optimization via the Archer® Solution

“This expansion of portfolio services is key to our growth and an important service for our clients,” said Myrna Rivera, Consultiva founder, CEO and lead investment advisor. “We are pleased to partner with Palladiem to deliver this enhanced customization innovation to our investors.”

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.

 

Cohen & Steers Chooses Archer for SMA Launch

“Expanding our presence in the SMA market with Archer provides an opportunity to bring our best-in-class solutions in REITs, midstream energy & MLPs and preferred securities to new clients in a cost-efficient vehicle, with investment minimums substantially below those of traditional institutional separate accounts.”