Archer Insights

When Expanding Your Product Base: Keep it Simple

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Investment managers continue to manufacture fee-based products across a variety of separately managed account (SMA) structures, including model-only and dual contract. This product expansion within a specific channel may be a result of general fee compression seen across the industry. Managers faced with lower revenues have sought new opportunities to leverage their expertise by expanding their product base.

Dual contract SMA programs have direct connections between the investment manager and investor. As their name implies, investors sign a contract with both a sponsor and a management firm. This arrangement allows the manager to provide a customized approach to individual accounts, creating greater flexibility with a complementary fee arrangement.

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. Archer has developed a technology platform and outsourcing services that support all SMA distribution channels. Managers are able to select the services that best fit their needs, simplifying operations, thus enabling them to focus on investment selection and high-touch client service.

See how a total solution combines technology, services, and robust connections to provide the flexibility needed for today’s investment management landscape: The Power of a Complete Ecosystem

Matthew M. Caulfield
Matthew M. Caulfield
Executive Vice President, Client Experience

Matthew M. Caulfield, Executive Vice President, has over 30 years’ experience in the asset servicing industry. His consultative approach has resulted in clients’ ability to realize revenue streams by enabling new products and entry into new distribution opportunities, while reducing risks and costs. At Archer, Matt is focused on helping asset managers achieve their business goals through benefit-centered solutions, and is accountable for client experience from sales to onboarding and ongoing client services.  

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