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SS&C Blog

Our thought leadership on financial & health technology solutions. Read the latest on industry trends, newest product features, and how to optimize your workflows for results.

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Lift-Outs as a Strategic Lever for Asset Management CFOs
BLOGS. March 6, 2026

Lift-Outs as a Strategic Lever for Asset Management CFOs

Today’s asset management landscape is defined by sustained M&A momentum, increasing operational complexity and heightened regulatory scrutiny. For CFOs at mid- to large-sized firms, these forces are combining to intensify the pressure to manage change without losing control. Transformation must move quickly without sacrificing financial accuracy, oversight and transparency.

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Recent articles

Operational Improvements Define AI Leaders – Roundtable Recap
BLOGS. February 26, 2026

Operational Improvements Define AI Leaders – Roundtable Recap

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Why Real Estate Fund Managers Need to Rethink Their Operating Model
BLOGS. February 26, 2026

Why Real Estate Fund Managers Need to Rethink Their Operating Model

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The Six Pillars of Retirement Income Program Oversight
BLOGS. February 25, 2026

The Six Pillars of Retirement Income Program Oversight

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AI, Experience and the Next Era of Institutional Infrastructure
BLOGS. February 24, 2026

AI, Experience and the Next Era of Institutional Infrastructure

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How SMA-to-ETF Conversions Are Reshaping Operating Models
BLOGS. February 19, 2026

How SMA-to-ETF Conversions Are Reshaping Operating Models

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Top Performing Territories − How are they Different?
BLOGS. February 9, 2026

Top Performing Territories − How are they Different?

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Older articles

BLOGS. February 3, 2026

Key Considerations for Launching a Hedge Fund in the UAE

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BLOGS. February 2, 2026

Retirement Income Solutions – 2026 Outlook

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BLOGS. January 28, 2026

How the PSLRA Reshaped Securities Litigation Over 30 Years

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BLOGS. January 27, 2026

Open Enrollment − What This Year Revealed and Why It Matters

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BLOGS. January 7, 2026

From Cost-Cutting to Strategic Scalability

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BLOGS. January 1, 2026

Strategies for AI Adoption – Insights from SS&C’s Zeynep Hizir

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BLOGS. December 22, 2025

Static vs. Dynamic – Are You Missing Real-Time Client Opportunities?

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BLOGS. December 19, 2025

Digital Quality Measures – Turning Challenges into Opportunity

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BLOGS. December 18, 2025

Evaluating Fixed Income Pricing Vendors

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BLOGS. December 17, 2025

How Asset Managers Are Evolving to Grow and Retain Insurance Clients

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BLOGS. December 16, 2025

Smarter Technology as a Catalyst for Asset Management Growth

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BLOGS. December 12, 2025

Digital Quality Measures – What to Expect for MY2026 and Beyond

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BLOGS. December 11, 2025

Caution Turns to Confidence – Dealmakers Survey Signals M&A Revival

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BLOGS. December 10, 2025

Preparing for AIFMD 2.0 and the Impact on Annex IV Reporting

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BLOGS. December 9, 2025

The Middle Office Revolution Driving Modernization

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BLOGS. December 8, 2025

4 Operational Considerations for Insurers Investing in Private Credit

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BLOGS. December 5, 2025

AI in Business – Purpose, Governance and Validation

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BLOGS. December 4, 2025

Advancing Distribution in Asset Management

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BLOGS. December 3, 2025

It’s Time to Get Personal – The New Era of Financial Wellness

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BLOGS. December 2, 2025

The Next Chapter in Private Markets Growth

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BLOGS. December 1, 2025

EMIR Reporting Control and Oversight in the Post-Refit World

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BLOGS. November 21, 2025

Private Equity Finds Its Footing in a Changing Market

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BLOGS. November 19, 2025

Digital Quality Measures – The Bigger Picture of Interoperability

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BLOGS. November 18, 2025

Redefining Growth in Asset Management

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BLOGS. November 17, 2025

Sales Enablement Drives Success in the Evolving Distribution Landscape

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BLOGS. November 11, 2025

Navigating the 2026 Private Equity Landscape

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BLOGS. November 10, 2025

Key Trends Shaping the New Real Estate Landscape

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BLOGS. November 6, 2025

The Evolving Landscape of Middle East Family Offices

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BLOGS. November 5, 2025

Digital Quality Measures – Early Results from the Digital Shift

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BLOGS. November 3, 2025

The Road Ahead for Private Investments in Defined Contribution Plans

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BLOGS. October 31, 2025

You Don’t Have to Be Wrapper-Agnostic to Win over Advisors

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BLOGS. October 30, 2025

Macro Trends & Regulatory Shifts in Non-Bank Lending

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BLOGS. October 28, 2025

Maximizing Alpha by Harnessing Data for Securities Action Recoveries

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BLOGS. October 27, 2025

Moving Towards Standardization for a More Transparent Reporting Regime

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BLOGS. October 24, 2025

Don't Let Retirement Assets Fade – The Power of Streamlined Rollovers

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BLOGS. October 23, 2025

Opportunities in Non-Bank Lending for Insurers & Asset Managers

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BLOGS. October 22, 2025

Optimizing Tax Outcomes in Hedge Fund Management

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BLOGS. October 21, 2025

What Today’s Insurers Expect from Their Asset Managers

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BLOGS. October 20, 2025

Good Service Reacts. Great Service Anticipates. Agentic AI Delivers

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BLOGS. October 17, 2025

Digital Quality Measures – Transformation in Quality Reporting

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BLOGS. October 17, 2025

Why You Should Separate Your Custodian and Fund Administrator

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BLOGS. October 16, 2025

What the Maturity Curve Means for Your Next Infrastructure Decision

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BLOGS. October 16, 2025

Technology’s Role in Driving Growth for Non-Bank Lending

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BLOGS. October 13, 2025

Intelligent Automation for a High-Speed, High-Volume Asset Class

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BLOGS. October 9, 2025

Non-Bank Lending and Why It Matters

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BLOGS. October 9, 2025

How to Recognize Reactive IT in Your Organization

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BLOGS. October 7, 2025

5 Things Insurers Should Expect from Their SaaS Provider

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BLOGS. October 2, 2025

What Is IT Maturity and Why Does it Matter in Financial Services?

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BLOGS. October 1, 2025

EMIR Refit One Year On – Data Quality, Reconciliation & Where to Focus

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BLOGS. September 30, 2025

Digital Quality Measures – The Future is Now

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BLOGS. September 29, 2025

Unlocking Customization, Transparency and Control in Hedge Fund SMAs

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BLOGS. September 26, 2025

In-House or Lift-Out? Uncover Hidden Operational Costs

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BLOGS. September 25, 2025

What are Mutual Fund Managers Doing to Get an Edge in Market Share?

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BLOGS. September 24, 2025

Why Life Insurers Need More Than Technology to Transform

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BLOGS. September 19, 2025

The Rise of Retail Alts – Market Trends and What It Means for Sponsors

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BLOGS. September 15, 2025

Gaining a Technology Edge in Post-Trade Settlement with Outsourcing

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BLOGS. September 12, 2025

To Tokenize or Not to Tokenize in Private Equity’s Future

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BLOGS. September 11, 2025

EMIR Refit – Insights and Challenges One Year On

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BLOGS. September 8, 2025

The Rise of Non-QM Lending & The Role of Institutional Investors

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BLOGS. September 5, 2025

What are Heads of Product Strategy & Management Thinking About?

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BLOGS. September 4, 2025

Embracing Modern Technology in Insurance  for Efficiency & Innovation

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BLOGS. August 26, 2025

The Role of Operational Infrastructure in Separately Managed Accounts

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BLOGS. August 20, 2025

Achieving Transformation in Asset Management

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BLOGS. August 19, 2025

Strengthening Investment Ties Between the Middle East and Asia

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BLOGS. August 18, 2025

Outsourcing as a Strategic Advantage for Insurers

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BLOGS. August 15, 2025

Key Changes to the Jersey Private Fund Regime

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BLOGS. August 14, 2025

Outdated and Unsafe – Time to Rethink the Retirement Rollover Process

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BLOGS. August 13, 2025

Series vs. Equalization – Navigating Fairness in Hedge Fund Fees

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BLOGS. August 11, 2025

Investment Synergies Transforming the Middle East

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BLOGS. August 8, 2025

Balancing Access and Alignment for Financial Advisors

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BLOGS. August 7, 2025

Tech Lift-Outs – A Smarter Path to Digital Fund Operations

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BLOGS. August 6, 2025

Widening the Lens on TA – Cost Optimization vs Cost Management

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BLOGS. August 5, 2025

Greater Access to Private Investments is Reshaping the Market

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BLOGS. August 4, 2025

How to Transition to a New Hedge Fund Administrator

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BLOGS. August 1, 2025

Built to Scale – Launching and Growing a Hedge Fund

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BLOGS. July 30, 2025

Why Transfer Agency in Asia is a Growth Catalyst for Asset Managers

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BLOGS. July 29, 2025

Scale and Strategy in the Growth of Separately Managed Accounts

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BLOGS. July 28, 2025

The Role of Retail Investors in the Secondaries Market

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BLOGS. July 24, 2025

A Comprehensive Tax Guide for U.S. Family Offices

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BLOGS. July 23, 2025

A New Era in Transfer Agency – Beyond Cost-Management Towards Growth

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BLOGS. July 22, 2025

A New Era of Investment Synergies Between Asia and the Middle East

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BLOGS. July 16, 2025

The Role of Corporate Governance in Luxembourg's Financial Integrity

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BLOGS. July 9, 2025

Driving Efficiency & Transparency – Insights from SS&C’s Mastan Momin

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BLOGS. July 7, 2025

Why Account Management Beats Sales-First for Advisor Satisfaction

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BLOGS. July 2, 2025

Simplifying the Challenges of Multi-Manager Hedge Fund Platforms

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BLOGS. July 1, 2025

Cayman Islands Continues to be Popular Choice for Fund Domiciliation

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BLOGS. June 30, 2025

How Artificial Intelligence is Transforming Retirement Services

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BLOGS. June 18, 2025

Exploring the Evolution of Managed Accounts

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BLOGS. June 17, 2025

Bridging the Knowledge Gap – The Path to Secondary Market Success

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BLOGS. June 16, 2025

Leading the Charge – How SS&C EVOLV is Transforming Loan Management

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BLOGS. June 13, 2025

Why Expertise Matters in BDC Administration

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BLOGS. June 10, 2025

ETFs Aren’t Always a Focus in Talks – But Still Essential in Strategy

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BLOGS. June 9, 2025

Navigating Regulation in Secondary Markets

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BLOGS. June 5, 2025

Transfer Agency at a Crossroads – Leaders Must Reassess What’s Next

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BLOGS. June 5, 2025

5 Benefits Insurers Gain in Migrating to a Secure SaaS Environment

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BLOGS. June 4, 2025

The Rise of SMAs – A New Era in Hedge Fund Investing

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BLOGS. June 3, 2025

Future-Proofing FX Risk Management

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BLOGS. June 2, 2025

Operational Strategies for Successful D-SNPs – Care & Clinical

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BLOGS. May 30, 2025

Reimagining Customer Service Through Lift-Outs

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BLOGS. May 29, 2025

10 Data Checks & Controls For a Timely & Accurate Month-End Close

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BLOGS. May 28, 2025

Powering Growth in Retirement Services – Tech-Forward Partnerships

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BLOGS. May 27, 2025

Capital Formation in a Shifting Economic Landscape

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BLOGS. May 20, 2025

The Rise of Separately Managed Accounts (SMAs) in Hedge Funds

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BLOGS. May 13, 2025

How NGFS Short-Term Scenarios Impact Financial Stability

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BLOGS. May 12, 2025

Bridging the Knowledge Gap in Secondary Investments

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BLOGS. May 9, 2025

Navigating SMA Management Challenges for Hedge Fund Managers

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BLOGS. May 8, 2025

Data Dynamics and the Future of Secondaries in Private Equity

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BLOGS. April 11, 2025

Not All RIA Aggregators Are Equal – Sales Strategy Must Reflect That

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BLOGS. April 10, 2025

Climate Stress Testing – The Challenge Lies in the Valuation

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BLOGS. April 8, 2025

Lift-Outs – A Winning Strategy for Operations

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BLOGS. April 6, 2025

Choosing the Right Partner for Private Market Strategies in Australia

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BLOGS. April 1, 2025

Leveraging the Promise of Generative AI for Financial Risk Management

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BLOGS. March 31, 2025

3 Ways SS&C Can Help Asset Managers Win More Insurance Mandates

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BLOGS. March 28, 2025

SS&C EVOLV – A Vision for the Future of Finance

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BLOGS. March 27, 2025

Growing Complexity in the Secondary Market

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BLOGS. March 26, 2025

Three Takeaways from SS&C’s SMA Roundtable

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BLOGS. March 25, 2025

Understanding Performance Fees in Hedge Funds – Series vs Equalization

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BLOGS. March 24, 2025

2024 – Growing Connected Recordkeepers And Retirement Income Solutions

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BLOGS. March 21, 2025

Navigating Private Wealth Distribution in a Changing  Market

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BLOGS. March 20, 2025

Exploring the Evolving Landscape of US Family Offices

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BLOGS. March 19, 2025

Operational Strategies for Successful D-SNPs – Claims and Benefits

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BLOGS. March 18, 2025

Capitalizing on M&A Momentum in Fund Management with Lift-Outs

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BLOGS. March 17, 2025

Superannuation Outlook for 2025 – Member Servicing is Paramount

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BLOGS. March 14, 2025

Resilience Amid Economic Uncertainty – Strengthening Credit Management

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BLOGS. March 12, 2025

How SS&C is Powering ADGM's Growth – A Rising Force in the East

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BLOGS. March 10, 2025

Two Initiatives Where National Sales Leaders & National Accounts Agree

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BLOGS. March 4, 2025

How Do Returns from Crypto Compare to Stocks and Bonds?

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BLOGS. March 3, 2025

Addressing the Increasing Complexities of Private Market Strategies

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BLOGS. February 28, 2025

5 Ways to Simplify Insurance Investment Operations

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BLOGS. February 27, 2025

Will 2025 Be a Year of Change for Crypto?

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BLOGS. February 26, 2025

Operational Strategies for Effective D-SNPs – Eligibility & Enrollment

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BLOGS. February 26, 2025

The Growing Complexity of AML and KYC Compliance

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BLOGS. February 24, 2025

Outsource to Address Operational Challenges in Alternative Investments

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BLOGS. February 20, 2025

Real Estate Investment Performance – It’s Complicated

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BLOGS. February 18, 2025

Evolving Retirement Solutions for a Changing World

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BLOGS. February 14, 2025

Managing Operational Risk for Institutional Asset Allocators

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BLOGS. February 13, 2025

Staying Current with NAIC Statutory Reporting – 4 Advanced Approaches

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BLOGS. February 10, 2025

The Role of Data and Technology as the Secondary Market Grows

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BLOGS. February 10, 2025

Stay Ahead in 2025 – Themes Shaping the Future of Superannuation

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BLOGS. February 7, 2025

Evolving Business Intelligence in Asset Management Distribution

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BLOGS. February 4, 2025

Outsource the Middle Office to Gain Competitive Agility

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BLOGS. February 3, 2025

Opportunities and Trends for APAC Fund Managers – SS&C Profile

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BLOGS. January 31, 2025

Thought Leadership at Abu Dhabi Finance Week

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BLOGS. January 30, 2025

Choosing the Right Service Provider for Your Hedge Fund

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BLOGS. January 28, 2025

ETFs in APAC – Unlocking the Capabilities of Transfer Agency

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BLOGS. January 27, 2025

AEOI Regulatory Inquiries – Expert Insights for Financial Institutions

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BLOGS. January 23, 2025

Outsourcing Your Transfer Agency – An APAC Perspective

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BLOGS. January 22, 2025

Operational Challenges Amid Rapid Growth in Secondaries

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BLOGS. January 15, 2025

Streamlining the Launch of a Private Credit Fund

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BLOGS. January 13, 2025

Consolidation and Outsourcing in Multi-Manager Hedge Funds

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BLOGS. January 8, 2025

Technology and Outsourcing to Address Family Office Challenges

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BLOGS. December 23, 2024

How Sales Coverage Changes With the Rise of RIA Aggregators

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BLOGS. December 23, 2024

New 2025 Form PF Rules – What Private Fund Advisors Need to Know

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BLOGS. December 20, 2024

Expanding Offshore – A Guide for Chinese Onshore Fund Managers

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BLOGS. December 19, 2024

Comparing the Risk and Rewards of LP versus GP-Led Transactions

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BLOGS. December 16, 2024

Growth Drivers for Private Markets Secondaries

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BLOGS. December 10, 2024

Hybrid Fund Models – A Trend that Requires Thought Leadership

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BLOGS. December 9, 2024

Unlocking Business Opportunities through Climate Risk Management

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BLOGS. December 9, 2024

Creating a Seamless Global Transfer Agency Model

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BLOGS. December 5, 2024

Data as a Competitive Advantage in Banking Amid Regulatory Pressures

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BLOGS. December 4, 2024

Resilience Through Diversification and Centralized Risk Management

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BLOGS. December 3, 2024

ABA Annual Convention Highlights – Navigating the Future of US Banking

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BLOGS. November 27, 2024

Technology a Focal Point at HFM EU COO Summit

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BLOGS. November 26, 2024

Data is the Key to Success for Hedge Funds

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BLOGS. November 26, 2024

Challenges and Opportunities of Establishing a Global Workforce

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BLOGS. November 25, 2024

Choosing a Strategic Partner for Enhanced Operational Efficiency

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BLOGS. November 19, 2024

Health Care Costs in Retirement – Why a Holistic Approach Matters

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BLOGS. November 18, 2024

Facing the Unique Operational Challenges of Multi-Strategy Portfolios

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BLOGS. November 13, 2024

Technology Solutions and Lessons Learned from T+1 Transition

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BLOGS. November 8, 2024

The CMS Universal Foundation – A Blueprint for Quality Measurement

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BLOGS. October 31, 2024

Leading Change in Private Markets – Five Key Considerations

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BLOGS. October 30, 2024

Private Equity Reigns Supreme in 2025 SS&C Intralinks LP Survey

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BLOGS. October 28, 2024

Rapid Growth for Multi-Manager Platforms – Trends and Technology

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BLOGS. October 25, 2024

Tokenization is Essential for Asset Managers to Stay Competitive

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BLOGS. October 24, 2024

3 Ways to Optimize Insurance Investment Operations

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BLOGS. October 21, 2024

SS&C’s Fixed Income Benchmark Study – Selecting Suitable Vendors

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BLOGS. October 11, 2024

Focus on Core Business Activities with SS&C FLEX

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BLOGS. October 10, 2024

Shaping the Future of Retirement Income – Organizations and Research

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BLOGS. October 9, 2024

Building Investment Products Around Gen Z’s Preferences

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BLOGS. October 8, 2024

Adding Value – Balance Effort & Results with Advisor Practice Content

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BLOGS. October 7, 2024

Island of Jersey Acknowledged as Responsible Off-Shore Domicile

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BLOGS. October 3, 2024

The Power of Collaboration in Retirement Income Solutions

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BLOGS. October 2, 2024

Climate Risk – What Does it Mean for Financial Risk Management?

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BLOGS. October 1, 2024

Big Impact – 2024 FAFSA Changes for Grandparent-Funded 529 Plans

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BLOGS. September 27, 2024

4 Must-Have Features You Need for Open Enrollment

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BLOGS. September 26, 2024

FRTB in Brazil – Objectives, Challenges and Impacts for Risk Teams

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BLOGS. September 25, 2024

What Makes the Upcoming Generations Tick (Tok)

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BLOGS. September 24, 2024

Three Steps to Kick-Start New Data Implementation

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BLOGS. September 23, 2024

Outsourcing the Mailroom for Faster Processing and Enhanced Efficiency

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BLOGS. September 13, 2024

SS&C Deliver 2024 – The Art of Finance and the Soul of New Orleans

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BLOGS. September 10, 2024

Why Tokenization Is Key For Retail Asset Managers

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BLOGS. September 9, 2024

Product Strategies Align

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BLOGS. September 6, 2024

Overcoming the Operational Challenges of Investing in Private Markets

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