Customized
ESG

The streamlined solution for accelerating impact investing

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Today’s investors demand investments that align with their values. And increasingly, the success of investment management products depends on your team’s ability to incorporate ESG models customized to suit investor preferences.

Archer’s ESG solution provides new ways to combine investment strategies with expert ESG data to deliver scalable custom products. The process is simple: Managers provide models to a central hub where manager- or investor-directed environmental, social, and governance factors are dynamically applied, creating custom products.

Our platform’s intuitive interface makes it easy to define multiple ESG products. And base model updates are automatically implemented as ESG model updates, helping to keep your team on top of new opportunities and investor demand.

Product Expansion for Investment Managers

Our ESG solution provides a powerful opportunity for managers to leverage existing models to create new products.

With Archer, your team manages core investment portfolios which are overlaid with your ESG criteria to create distinct products from the base model. Archer captures all changes to the base models, automatically updates all related ESG products, and both the original and the ESG versions of the models can be delivered via UMA model delivery programs.

Customized ESG Portfolios for Individual Investors

Investment Management firms and RIAs are able to meet individual investor demand for customized investment portfolios with customized ESG settings. Overweighting and underweighting model holdings based on investor-specified preferences using trusted research and data has never been easier.

When base models change, individual investors’ personalized ESG versions of models also change.

And Archer’s integrated order management capability efficiently rebalances base model – and ESG model version – subscriber accounts, allowing you to build orders across thousands of accounts in seconds.

Discover the Archer ESG Solution

Customizable: choose the ESG characteristics most important to your investors

Robust: with ESG data from external providers, new products are ready for distribution partners and model delivery

Scalable: ESG versions of models are automatically updated when base models change

The Proven Solution for Delivering Customized ESG Portfolios

The Challenge

Separate account sponsor programs and investment product manufacturers have seen increasing demand for portfolios customized with individual ESG preferences. Beyond traditional restrictions from holding classifications of securities, investors want to see their investments weighted towards companies deemed “good actors” in areas they care about. In order to meet these demands from new investors, distributors need to find a way to easily and consistently overlay ESG research to manufacturer’s products, and asset managers need to find a way to personalize investments at scale.

Archer's Solution

The Solution

To meet the demand for increasingly personalized investments, Archer brings together investment product manufacturers, distributors, and leading research to enable custom ESG-focused portfolios that scale to support demand from separately managed accounts. By integrating external research, ESG profiles can be built to emphasize positions that are highly rated in specific themes, reduce exposure to poorly rated holdings, or eliminate exposure to specific industries altogether. The process is fully automated so that as model portfolios are updated, the ESG profiles are applied and the end product is dynamically adjusted and ready to implement across all assigned accounts, thus scaling to thousands of accounts automatically.

The Challenge

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Archer Insights

Winning with ESG

Ready to Deploy Customized ESGs?

Connect with our team to find out how Archer can streamline ESG operations at your firm.

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