Insights

SS&C’s thought leaders regularly share their views into what is shaping the investment management industry. Our selection of whitepapers, webinars, videos, spotlights and case studies will help you successfully navigate the increasingly complex investment landscape.

Whitepapers

Keeping up with European Market Infrastructure Regulations
Since 2014, EMIR transaction reporting implementation has been wrought with challenges. While the industry looks at the current data quality issues, European regulators are requesting more granularity on the transaction reporting.
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Modernizing client communications
Choosing the right technology to meet your clients’ demands.
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An introduction to models for accountants & other non-modelers
The current expected credit loss accounting model, also known as CECL, introduces the requirement to consider reasonable and supportable forecasts in the allowance estimate. This whitepaper presents a decision-making framework for evaluating the use of predictive models for the CECL estimate.
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Impacts on managing private equity funds in an era of increased complexity
The private equity industry’s rapid growth has been driven by larger, sophisticated investors. The impact of this growth on private equity funds has resulted in increased operational burdens that historically have not been critical to success, but now are.
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Industry best practices in fee transparency: Limited partner collection and validation of fund fees
Recent events, including California’s fee transparency bill and Congress’s requests to private college endowments, have focused new attention on fees paid to investment managers via the funds they manage. 
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Mind the gap – what are the technology gaps facing financial institutions?
Financial institutions face three fundamental technology gaps when it comes to accounting for and managing loans, typically the largest single asset class on their balance sheet. Effectively addressing these shortcomings will lead to more efficient and better controlled processes, significant cost savings, and better analytics.
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The evolution of the asset servicer: Performance measurement reporting in the age of value add
Long gone are the days when asset services provided only fund accounting and transfer agency/investor reporting services. The needs of alternative asset managers have expanded as their requirements (including regulatory/risk/transparency) have grown significantly.
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Improved accounting and performance reporting for alternatives
Family offices, foundations, endowments, and other private investment companies are increasingly investing in alternative investments such as hedge funds, private equity, real estate, and hard assets.
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Sourcing a new transfer agent – five essentials to look for
The intent of this paper is to help you make a decision that is the right fit for your business by outlining five essentials required of a transfer agent in today’s more complex, competitive environment.
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Eight reasons to upgrade your portfolio management and reporting platform
This paper points out the perils for investment advisors of sticking with outdated technology, while new technologies such as mobile and cloud present enormous opportunities for efficiency and an enhanced client experience.
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Evolution in the Hedge Fund Landscape: How managers should embrace rapid digital change
Hedge funds are often at the forefront of innovation. This paper highlights the technological change and digitization is now sweeping the financial services industry. To ensure future stability and success, hedge funds must invest and adapt to this change.
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Strategies for competing in the digital age
Digitalization is changing the rules for asset management. SS&C explores six trends affecting competition in the digital age.
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What is at stake? Weighing the risks of an inefficient middle office
While its infrastructure sibling, the back office, has been more active in adopting the outsource model in recent years, the middle office is now following suit. This paper examines the drivers behind the move to outsource the middle office.
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Breaking Down the ‘Why?’
4 Reasons Why Private Equity Funds Should Move In-House Operations to a Fund Administrator
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Asset Management Technology: Hidden Deterrent or Enabler to Success in High-Growth, Global Markets?
Is your asset management technology a deterrent or enabler to success? Our whitepaper explores how technology can help asset managers differentiate themselves and prepare for growth.
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Developing Operational Models for Wealth Managers That Enable Flexibility, Scalability, and Profitable Growth
Wealth Managers: Does your operations model enable profitable growth? Get out whitepaper on improving investment operations.
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The Future of Fund Administration
Five Mistakes to Avoid When Selecting a Fund Administrator
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Case Studies

Reich & Tang: Conversion to SS&C PORTIA
Reich & Tang is the industry’s leading one-stop shop for sweep options and cash-management services with a focus on short-term cash investing.

SS&C Anova Performance provides full performance and attribution measurement oversight
Find out how SS&C helped a large North American pension fund establish their true level of exposure, and measure manager effectiveness.

Registered Investment Advisor Uses SS&C PORTIA’s Outsourcing Services
Discover how a New York-based Registered Investment Advisor utilized SS&C’s world-class technology to deliver cost benefits and improve business focus.

Sanlam Private Investments
SS&C’s Outsourcing Services have helped Sanlam Private Investments bolster its operations to provide world-class global wealth management capabilities.



Infographics

Are Alternative UCITS the driving force behind the UCITS phenomenon?
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Survey Finds Technology a Priority for Banks in Asia
Despite a surge of high net worth individuals in Asia, a survey by SS&C Technologies reveals that banks in the region think their technology is not up to standard to meet customer demands for reporting and analytics.

SS&C Survey
Most investment professionals expect to increase their firm's technology budget to comply with the DOL rule.



Videos

Evare Recon

Exception management – The right solution from start to finish
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GWP

SS&C Global Gateway
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GWP

Global Wealth Platform (GWP) from SS&C Explained
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Varden eReportal

SS&C Varden's eReportal
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The Future of Fund Administration is Here
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SS&C Insurance Outlook 2015
Hear more on challenges facing the insurance industry. Watch our recent webinar today.


Articles

Waters Rankings 2017 – Best Accounting System Provider
SS&C Advent voted best accounting system provider for the 3rd year in a row.

7 Things You Didn’t Know About Direct Lending Funds
Direct Lending has become one of the hottest areas of alternative finance, learn more about it from Joe Patellaro, Managing Director, SS&C GlobeOp Global Private Equity Services.

AsiaHedge Asian Hedge Fund Administration Survey
SS&C GlobeOp places first in Asian Hedge Fund Administration Survey for most active acquirers in APAC.

AI Global Media
Best for Investment & Wealth Management Technology 2017

Buy-Side Technology
SS&C developments driven by asset managers searching for greater yields

The Hedge Fund Issue
Five mistakes to avoid when choosing a fund administrator

Q&A: It's Amazing How Money Talks
Pete Hess, president and CEO of Advent Software, and Bill Stone, chairman and CEO of SS&C Technologies, offer insight into the conditions behind SS&C’s acquisition of Advent.

SS&C’s Advent Software Buy Is a Done Deal
Acquisition broadens SS&C’s reach to Advent’s large customer base of wealth managers

Insurers spending more on Investment Tech
Along with a general rise in IT spending among insurance companies, technology related to managing investments is gaining ground, according to a survey conducted at the IASA Educational Conference & Business Show.

WealthManagement.com
Newly Acquired Advent to “Double Down” on Advisor FinTech

INTERVIEW: Asia’s Wealth Management Tech Doesn’t Yet Make The Grade - But Is Moving Foward - SS&C
Wealth management firms working in Asia need to raise their game to handle the reporting and analytics demands of clients, and one problem is that firms are busy focusing on regulatory issues.

Scaling middle office resources for peak business volume
Aligning the middle office with business objectives requires consideration of whether your operating model is working. If your middle office resources cannot scale to meet business demand without disruption to service levels, it may be time to automate or outsource.

Hedgeweek report: Hedge Fund Technology 2015
Data management, regulatory and compliance, risk and performance and attribution are in demand.

PERFORMANCE MEASUREMENT SHIFTS TO CLOUD
Tighter decision-making times and more demanding end-user clients are pushing investment managers to communicate performance in real time.

Preparing Technology for New Investment Portfolios
Now is the time for insurance firms to examine their operations and infrastructure and to invest in technology that supports growth and performance.

“REPORTING FOR DUTY”
With the introduction of new APRA reporting requirements, a new paradigm has been triggered in the management of investment data.

OPTIMIZING OPERATIONAL DESIGN FOR THE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT
Regardless of size or complexity, family office and private wealth clients share a common desire to increase the efficiency of operations.



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eBriefingSubscribe

Selecting the Best Technology to Benefit Investors – Part 2

The wealth management sector is changing. Client needs are evolving. To remain competitive, wealth managers must view technology as a strategic tool.

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