Case Study

Archer’s Solution for Multi-Sleeve Accounts

Archer's Solution for Multi-Sleeve Accounts

To meet growing investor demand for outcome-focused multi-asset investment solutions, asset managers are leveraging multi-sleeve accounts. The accounts combine different types of assets, such as equity, fixed income, ETFs and more, in a single custodian account that is allocated to achieve particular investment outcomes.

With continued investor appetite for multi-asset strategies, managers are looking to multi-sleeve accounts to bring them to market in a way that addresses operational and reporting needs. Read this case study to learn how we helped one manager meet the needs of the RIA channel with multi-sleeve accounts.

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