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Recent Press
Palladiem, LLC Signs with Market Street Advisors
Palladiem, LLC, has engaged Market Street Advisors to provide technology and operational support for their multi-asset class investment strategies. Palladiem will use Archer MSA for its managed accounts’ technology solution. For middle and back office support, they will also employ MSA Ops outsource services from Market Street Advisors.
Market Street Advisors Announces New Roles and Staff Additions
Increased interest in the company’s technology and service solutions led to the addition of Joe as a Director of Business Development. Heather’s industry experience and knowledge of Archer MSA will help support a growing client base and their dynamic needs in her new role as a Strategic Relationship Manager.
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Multi-Discipline Accounts: Changing Focus to a Unified Delivery Platform
"...it is our persisting vision that the investment advisory platform must have the ability to support services that range from the needs of a consumer with $50,000 invested in an ETF portfolio, the private wealth manager focusing on tax management, and the most sophisticated institutional investor. This is immediately feasible and can be efficiently delivered with current technology, but is a long way from universal adoption—primarily because of legacy architecture."
Improving the Investment Management Back Office:
What does it mean for a record to be fully reconciled?
"And in this era of margin compression, the middle and back office are often burdened with expectations for restoring profits. If a firm’s only strategy to restore its margins is through headcount reduction, then quality will suffer. Instead, firms should seek an operating platform that can support the complex needs of the new environment, simply and cheaply. A basic question to ask regarding any operating platform is: 'What does it mean for a record to be considered fully reconciled?'"
Uncovering Hidden Costs in the Middle and
Back Office Operations
"During this period of falling and uncertain revenues in the asset management industry, it has become common to focus on cost reduction while still maintaining the processes viewed as driving growth: portfolio management,sales, and client service. However, as the number of accounts has grown in recent years, middle and back office operations are no longer viewed as disposable. Now rightfully, they are considered integral to the success of an asset management firm of any type, be it wrap, private wealth, institutional, or sponsoring firm. Even so, there are painfully few within the investment management industry that have a full understanding of the actual costs of these essential functions, all of which are now competing for scarcer resources."
Automating Performance Composite Construction
through Integrated Workflow
"According to the CFA Institute, “Defining and constructing composites is one of the first steps in implementing the GIPS standards. Composites are the primary vehicle for presenting performance to a prospective client.” Therefore, composites and composite construction rules are commonplace in the asset management world. However, automation of the processes supporting accurate composite maintenance is not widespread. Despite faster computers, cheap memory storage, and the near ubiquitous use of portfolio management and performance measurement software, many firms still struggle with timely, accurate, and cost efficient composite maintenance."