ESG MODEL MARKETPLACE

WHERE EXPERTISE AND DATA CONVERGE TO CREATE CUSTOMIZED ESG PRODUCTS READY FOR DISTRIBUTION

Archer’s ESG Model Marketplace provides a new opportunity to combine model delivery with expert ESG data to deliver scalable custom products.

Managers provide models to a central hub where sponsor-directed Environmental, Social, and Governance factors are dynamically applied to create custom products for new opportunities or to satisfy demand.

Simple interface allows multiple ESG products to be defined. Investment Manager updates automatically flow through to the ESG portfolios to be implemented at the individual account level as a model update.

INVESTMENT MANAGERS: EFFORTLESSLY EXPAND DISTRIBUTION OPPORTUNITIES

Archer’s ESG Model Marketplace provides a new opportunity for managers to leverage model delivery for expanded distribution.

Participating managers publish models into the ESG Model Marketplace for sponsor firms to use as the basis for ESG focused portfolios. The Archer solution captures changes made to base models and automatically updates all related ESG products.

SPONSORS: GAIN NEW ESG FOCUSED PRODUCTS THAT SCALE TO MEET DEMAND

Meet demand for ESG investing with the Archer menu of models which can be customized to ESG specifications of the sponsor’s choice. The Archer ESG Model Marketplace provides technology-enabled services which are:

  • Customizable: choose the ESG characteristics most important to your investors
  • Robust: customization options fed by external market-leading ESG research data
  • Scalable: ESG versions of models are automatically updated when base models change

ESG profiles can be built to emphasize positions that are highly rated in specific themes, reduce exposure to poorly rated holdings, or eliminate exposure to specific industries altogether.

 
Enter the ESG Market with Ease
 

 

Publish models for use in sponsor-generated ESG focused products

Apply robust ESG filters and preferences to portfolio model holdings

Benefit from automatic refresh of ESG overlays when models change

Leverage Archer’s operations services for turnkey ESG model manufacturing