operations

 

All Articles

 

News

 

Insights

 

Opposite Day – yaD etisoppO

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.

A New “Operations Bill of Rights”

Six core principles that provide a strong foundation for outsourcing operations.

Benefits Found in the Cloud

The benefits of cloud-based services are many, and collectively empower investment management firms by unleashing their strategic potential.

 

Successfully Navigating a Technology Conversion

Having experienced years of successful conversions both in-house and as an external operations partner, here are what I believe to be the critical, foundational issues for ensuring a smooth on-boarding process and laying the ground work for future success when it comes to technology innovation.

When Expanding Your Product Base: Keep it Simple

From the investment manager’s perspective, multiple service models within the SMA channel often require separate systems and processes. This increases operational complexity and erodes the benefit of higher revenues.

Succeeding in the New Investment Operations Dynamic: 5 Questions to Ask Your Service Provider

For investment management firms evaluating new providers – or outsourcing for the first time – knowing what questions to ask can help ensure that you find the right partner.

 

The Right Partners Enable Your Growth

How the right operations solution can enable growth through acquisitions

 

As seen in Ignites: Tips for Middle-Office Managers Navigating Big Data

Investment management professionals are faced with data that didn’t exist a decade ago. The data contains information critical to managers’ business — information about individual securities, trades, company mandates and client communication. This information plays a role in functions ranging from billing to reporting and client acquisition to financial reconciliation. However, in trying to manage data, many firms find themselves perennially playing catch-up.

Inefficiency Eats Money

We at Archer have been talking about efficiency since the company was founded, unfortunately, efficiency is boring. So boring, it can save millions.