Drift Management

Vigilant Monitoring

Real-time view of trading impacts on model portfolios

Whether for greater efficiency while servicing many accounts, or for performance diligence, Investment Managers are constantly challenged to check for drift to ensure their clients’ portfolios remain on target with intended allocations.

Archer incorporates drift monitoring across-the-board in its order management functions, allowing for a truly real-time view of trading impacts on intended portfolios. Our drift management features provide:

  • Firm-wide asset or cash drift reports to look holistically at the effect that market changes may be having on your portfolios’ intended asset allocations.
  • Rebalancing of entire populations of accounts to their respective portfolios with model comparisons.
  • Up-to-the-minute views of portfolios’ compliance with model allocations using intra-day pricing.

The Archer Platform