Model Delivery Services
the complete investment management solution
The advantage of participating in UMA platforms that take in a model portfolio is that managers can leverage their investment expertise without requiring operational support. However, as the number of models and various destinations grow, this process can quickly become burdensome and distracting, especially managing a rotation schedule and the many unique formats and requirements of each UMA platform.
Outsourcing model delivery to Archer can eliminate much of the additional support required by managers and traders, thereby improving efficiencies and operating margins while empowering managers to once again focus on delivering investment expertise.
Archer provides a dynamic model maintenance interface that allows managers to choose a full model refresh, or individual security changes. Archer establishes a model account to maintain positions in a real-time environment, capturing activity such as mandatory actions and cash dividends.
Delivery rotation unique to each strategy across sponsors
Option to include SMA trading and institutional accounts within rotation
Pre-market checks to ensure corporate actions have been captured and are accurately reflected
Audit packages available with time stamps to confirm model changes and records of delivery