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AGF Management Limited (TSX: AGF.B) is excited to announce a strategic partnership with Archer Holdco, LLC (“Archer”) aimed at enhancing its Separately Managed Accounts (SMA) model business. This collaboration will leverage Archer’s advanced technology and robust infrastructure, positioning AGF for significant growth in the investment management landscape.
Judy Goldring, President and Head of Global Distribution at AGF Management Limited, expressed optimism about the partnership, stating, “We believe Archer will be a key partner as our SMA model business continues to gain momentum. We look forward to broadening our product offerings and onboarding additional investment strategies throughout North America.” Goldring emphasized that while AGF explores new opportunities, the expertise provided by Archer will be instrumental in aligning solutions with AGF's evolving needs and growth trajectory.
Archer, known for its technology-enabled services tailored for the investment management industry, is committed to partnering with leading asset managers. Bryan Dori, President and CEO of Archer, stated, “At Archer, we are dedicated to building our clients’ businesses through our customized service model. We are excited to develop our relationship with AGF as they utilize our operational and technological expertise to enhance their SMA presence.”
The partnership comes at a pivotal time, as AGF’s SMA offerings gain traction across several prominent platforms, including Envestnet Asset Management, Inc., Vestmark Advisory Solutions Inc., and SMArtX Advisory Solutions LLC. AGF has made strides in delivering innovative investment strategies, underscoring its commitment to meeting diverse client needs.
Notably, AGF’s Global Select ADR Constrained Strategy recently earned recognition as the winner in the Global category at the SMArtX 2024 X Awards. Additionally, the AGF U.S. Large Cap Growth Equity Strategy was honored as a finalist in the Large Cap category. These accolades not only highlight AGF's strong performance in the SMA market but also demonstrate its ability to provide high-quality investment strategies to clients.
As AGF Management Limited continues to evolve and expand its SMA model business, the partnership with Archer Holdco is expected to play a vital role in delivering enhanced service and innovative solutions, reinforcing AGF’s position as a leader in the investment management sector. With a shared vision for growth and excellence, both companies are poised to drive significant advancements in the SMA landscape across North America.
