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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.

 

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.”

 

Archer Shortlisted for the Family Wealth Report Awards 2019

These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.

 

New Growth for Established Investment Firms

For institutional and boutique asset managers, the retail channel can be an attractive source of revenue diversification and AUM growth.

Moving Forward Fast: Pursuing New Growth

Asset managers move forward fast to keep up with change, and imperfect adaptations to changing conditions can lead to operational inefficiencies. When an operational restart is impractical, selective outsourcing allows managers to explore beyond current products and pursue new opportunities for growth.

Talk About the Weather: Addressing FINRA’S Focus, 2018

Recent natural disasters and weather events make the need for business continuity plans (BCPs) more evident than ever before. Here are three things to keep in mind:

 

A New “Operations Bill of Rights”

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

Using Operations to Prepare for the Future

For firms seeking to successfully navigate an uncertain future, operations can provide a strong base to prepare for the unpredictable.

 

Archer Shortlisted for the Family Wealth Report Awards 2018

Archer is shortlisted in the Outsourcing/Business Process Outsourcing category.