Salient Selects Archer for Consolidated SMA Accounts

Berwyn, PA (September 13, 2016) – Archer®, a technology and services innovator for the investment management industry, today announced that Salient, a diversified asset management firm and leading provider of alternative and real asset investment strategies, has selected Archer to service its consolidated book of retail SMA portfolios.

“Having all of our SMA portfolios on a single system with real-time access to portfolio and trade information will help reduce both cost and risk,” said Rob Naka, Salient’s chief operating officer. “This platform provides a strong foundation and scalability as Salient continues to grow.”

Salient completed its purchase of Forward Management, LLC (“Forward”) in June 2015, including its separately managed accounts. By converting to Archer from its legacy software, Salient’s multiple portfolio management teams will benefit from a cloud-based solution – synchronizing operations regardless of geographic location.

Archer began providing technology for Forward’s separately managed accounts in 2007. The firm deepened its relationship with Archer by adding full outsourcing services in 2013, helping Forward align their costs with their growth. Following the Forward acquisition, Salient recognized Archer’s ability to unify their operations across multiple investment management groups handling multiple asset classes. The advantages of web-delivered technology along with outsourced services’ predictable costs both enable the firm’s growth and improve margins.

“I am personally thrilled to see a firm like Salient recognize how Archer’s total solution can empower their growth trajectory while improving their bottom line,” said Bryan Dori, Archer CEO. “The strong partnership we have developed is a testament to how Archer goes beyond merely providing a service, and helps find the best solution to enable growth.”

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.

About Salient
Salient is a diversified asset management firm and leading provider of alternative and real asset investment strategies for institutional investors and investment advisors. The firm offers a comprehensive suite of single-asset and multi-asset solutions designed to serve as powerful building blocks for smarter, more efficient portfolios. Strategies are offered in the form of open- and closed-end funds and separately managed accounts. Salient provides unconventional market insights in its highly acclaimed Epsilon Theory newsletter and blog. Learn more about Salient at and follow us on LinkedIn and Twitter. Salient was founded in 2002 and has offices in Houston, San Francisco, New York and Newport Beach.


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