Expand Distribution

A global investment manager was seeking a way to gain market share with advisors that service high-net-worth clients. The firm had been offering a suite of model-delivery strategies through UMA platforms and had significant interest from advisors to access the firm’s investment expertise through SMA strategies, whose tax and expense benefits were attractive to high-net-worth investors. Without the infrastructure in place to support separate accounts at scale, the manager needed a way to quickly enter this new market.

The firm tapped Archer to get its SMA offering quickly to market with strategies that had previously only been available via mutual funds and closed-end funds. Archer’s operations solution included account maintenance and trade administration services, and its technology enabled the needed connections to wirehouses and other institutional providers. The firm was able to quickly and efficiently introduce the SMA strategies, and capture advisors’ and investors’ interest. The firm successfully leveraged their existing products into new distribution opportunities, experiencing growth without increasing their technology or operations footprint.