Insights

CEO Note: 2021 in Review

As another transformative year comes to a close, I am once again amazed by our industry’s resilience and ability to capitalize on new opportunities. 2021 came with no shortage of changes – evolving investor preferences, rapid product expansion, an increasingly remote and mobile workforce, and transformative technology developments, just to name a few.

In response, we at Archer worked closely with our clients to help them streamline operations, expand distribution and launch new products. We made a number of exciting enhancements to our platform throughout the year, and following our growth investment from LLR, we have begun to announce planned enhancements to our platform, including a plan for migrating to the public cloud and the integration of MSCI’s Barra Open Optimizer.

Even as the industry continues to transform, this was a year of growth for our clients, and we helped support that growth in new ways. We launched a learning portal to help build our clients' expertise in the functions and best practice uses of Archer. The interactive experience includes step-by-step screen-share videos, recorded roundtable discussions, user activities, and an opportunity to earn badges and certificates. It acquaints our clients with our newest capabilities and introduce them to the thinking and advice of Archer experts.

We also entered into a strategic partnership with rpmAUM, a provider of custom product, brand, and distribution solutions for investment managers. Together, Archer and rpmAUM can offer consultative review on product, operating model, and distribution capabilities, to help investment managers increase operational speed and efficiency, build market presence, and grow distribution.

As you have seen over the course of the year, we have added many new Archer team members to support the business of our clients. We have all witnessed firsthand today’s competitive employment market and are also taking the opportunity to bring on experienced and talented people from across the industry. We continue to offer our teams a flexible work environment, supporting remote working arrangements, providing monitors, docking stations, and offering safe and newly refreshed workspaces for those who can and want to go into our offices.

As the future continues to bring new opportunities, we’ll continue to be our clients' side, helping them adapt to a constantly-evolving business landscape. On behalf of the entire Archer team, I would like to thank you for your business. Wishing you and your families a happy holiday season.

Bryan J. Dori
Bryan J. Dori
President/CEO

Bryan Dori, President and CEO of Archer, has guided the company to become an industry leader in operations, technology, and client service. Having spent his career building solutions that streamline every stage of the investment lifecycle, he has transformed Archer’s business by expanding the firm’s scope of services to help managers meet demand for increased customization. Under Bryan’s leadership, Archer was named 2020 winner of the WatersTechnology Best Outsourcing Provider to the Buy Side award and one of the Inc. 5000 fastest-growing private companies in the U.S. In 2021, Archer’s former private equity investor, NewSpring Capital, inducted Bryan into its CEO Hall of Fame. He is often quoted in the news media on financial trends and regularly blogs on Archer’s website.

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