Polen Capital Converts All Accounts to Archer

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Berwyn, PA (February 16, 2016) – Archer, a technology and services innovator for the investment management industry, today announced that Polen Capital has selected Archer to service its $3.8B AUM institutional and private wealth portfolios. Polen Capital is a growth equity manager whose Polen Growth Fund (POLIX) was named as the “No. 1 Stock Fund of 2015” by The Wall Street Journal. By adding its remaining assets onto the Archer technology platform, Polen will have consolidated all of its accounts into a single investment book of record (IBOR) solution, streamlining and synchronizing operations by providing a comprehensive, real-time view of the company’s entire asset portfolio. Earlier in 2015, Archer multi-currency capabilities facilitated the introduction of Polen’s second strategy, the Polen Global Growth Fund (PGIIX).

“This win continues to validate the Archer value proposition of enabling growth for the investment management industry by maximizing efficiency, controlling costs and gaining flexibility in the middle office,” said Bryan Dori, Archer CEO. Archer began working with Polen in 2008 when the equity manager sought to enter the retail distribution channel. By choosing Archer for fully outsourced operations support in addition to its investment management technology platform, Polen was able to grow its retail assets by more than $1 billion without adding any internal infrastructure or personnel. “Archer helped Polen enter the retail business and grow from zero to over 4,500 accounts at their peak,” explained Mr. Dori. “Moving forward, the Archer solution will strengthen Polen’s oversight and compliance capabilities by providing a firm-wide view of their clients’ investments.”

“We believe that Archer offers us a best-in-class solution that supports our entire book of business,” noted Stan Moss, CEO of Polen. “Having a single operating platform helps position us for continued growth across all distribution channels.”

The Archer technology platform supports investment management operations with end-to-end integration of proprietary order life cycle management, monitoring and reporting tools including performance measurement, and workflow management such as document storage and staging. Archer’s operations solution allows for the selective outsourcing of investment management support for institutional, private wealth, and retail accounts.


About Archer

Archer is a technology and services innovator for the investment management industry including institutional, private wealth and retail managers. Archer provides a fully integrated, secure cloud-based platform that simplifies the investment management process across channels allowing management firms to scale rapidly. Growth is supported with always up-to-date and accessible technology – nothing to install, maintain on servers, or to slow down a manager’s core business. Archer also uniquely offers selective operations outsourcing, providing managers the ability to control costs, gain flexibility and speed time to market. Selective outsourcing allows firms to choose services that fit their needs, so they can focus on delivering results.

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About Polen Capital

Founded in 1979, Polen Capital is a long term investor in quality, growing companies across the globe. The firm is led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach. Polen Capital has seen its assets under advisement increase from $2.3 billion at the beginning of 2012 to more than $7.5 billion today. Its concentrated Focus Growth and Global Growth strategies hold stocks, generally for at least five years, that the firm believes possess the financial strength to weather the economic cycles with the least amount of market volatility. Polen Capital is based in Boca Raton, Florida.

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