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."
“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.”
Cohen & Steers tapped Archer, an operations and outsourcing provider, to get its SMA business off the ground.
“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.”
Archer’s order management options have been refined and expanded, and single-click navigation has been added to Archer's reporting.
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.
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.
Christina Benoit and Francis McCartan have joined Archer as Vice Presidents, Business Development.
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.
