J. Safra Asset Management (JSAM) has selected from Market Street Advisors’ (MSA) Archer MSA investment management platform and a full suite of operational services from MSA Ops.
MSA claims that its platform will increase JSAM’s investment and operational efficiencies by coordinating portfolio management decisions from multiple locations into a single platform.
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Archer MSA’s Model Workstation enables portfolio managers to enter investment decisions to a model portfolio with integrated workflow, facilitating, among other actions, appropriate trading activity on a timely basis.
JSAM will use Archer MSA for model portfolio management, trade order generation, portfolio accounting, performance measurement and reporting as well as complete middle and back-office outsource services.
Bryan Dori, president and COO at MSA, said, "We are pleased to be working with J.Safra Asset Management. Our technology provides a unique solution that allows investment managers to expand their product base without facing the usual start-up costs of new ventures."
JSAM, which was established in 2004, is an affiliate of Safra National Bank of New York.
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