Customized Investment Management Workflow Optimization

This case study outlines the collaboration between Archer and a $20+ billion independent asset manager to enhance workflow efficiency in managing customized investments. The asset manager faced challenges in realigning investors' multi-strategy accounts, which required extensive manual effort from the operations team, taking seven to ten days and hindering the implementation of portfolio managers' model changes. Archer implemented a solution that involved coordinating the staging and execution of trades necessary for multi-strategy realignments. By leveraging increased coordination, quality control, and technology-assisted automation, the partnership significantly improved operational efficiency. The new process enabled the generation of over one million trades across thousands of accounts in just one hour, aligning all strategies to their assigned allocations within two business days. This streamlined approach not only reduced rebalancing time but also allowed the investment management team to focus on generating investment results, thereby enhancing the overall investor experience as the firm continues to grow.