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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.”

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."

 
 

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.”