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October 26 - 28, 2025
SS&C Deliver Phoenix
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Whitepaper
Strengthening Security and Performance in EMEA
Read More
Discover how a hybrid multi-cloud strategy enhances AI security, performance and compliance in EMEA financial services. Download the whitepaper now.
Brochure
An Integrated Platform for Hedge Fund Operations
Discover how SS&C Hedge Fund Solutions optimize efficiency, manage risk and enable seamless scaling through a unified, institutional-grade platform.
Five Key Priorities for US Family Offices
Explore five key priorities for US Family Offices, from risk management to technology modernization, to ensure long-term success.
Video
Inside the Hedge Fund Industry – ADFW 2024 Panel Discussion
Watch Now
Watch top hedge fund leaders discuss strategy, performance and industry trends in this exclusive ADFW 2024 panel discussion.
Infographic
Hedgeweek Report: Multi-Managers - What’s Next? Key Trends, Regional Shifts and New Technology
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Discover how multi-strategy hedge funds overcome alpha challenges with robust technology solutions. View SS&C’s infographic for key insights and solutions.
Multi-Managers – What’s Next? Key Trends, Regional Shifts and New Technology
Explore key outsourcing trends in multi-manager hedge funds as AuM triples and platforms experience unprecedented growth. Download the infographic now.
Key Industry Trends Impacting the Multi-Manager Platform Space
Explore the industry trends driving growth and having the biggest impact in the multi-manager platform space. View our infographic to learn more.
Regions Driving the Next Phase of Multi-Manager Platform Growth
Discover the regions driving growth in multi-manager platforms. View our map infographic depicting the regions expected to drive the next phase of growth.
Multi-Managers - What’s Next?
Explore the four key findings from our recent report on trends, technology in the multi-manager space. View the infographic to learn more.
Wealth Managers: How to Make the Most of Opportunities in Alternative Investments
Discover how wealth managers can overcome operational challenges and thrive in the alternative investments space. Download the whitepaper now.
Essentials for Emerging Hedge Fund Managers: Getting it Right from the Start
Discover essential steps for emerging hedge fund managers to build a solid operational foundation and achieve scalable growth from the start.
Boutiques vs. Giants: How to Gain Competitive Agility in a Challenging Market
Learn how boutique asset managers can stay agile and competitive in today’s market with tailored outsourcing strategies.
Institutional Grade Operations
Read our whitepaper to learn how to strengthen operations for optimized returns and reduced risk for pensions, foundations and endowments.
SS&C GlobeOp Solutions
SS&C GlobeOp: Comprehensive fund administration & outsourcing for private equity, hedge funds and more. Explore our full suite of global solutions.
Expanding Offshore – A Guide for Chinese Onshore Fund Managers
Navigating Offshore Expansion: 5 Key Considerations for Onshore Chinese Fund Managers expanding into Hong Kong and Singapore.
Family Offices of the Future
Explore growth, trends and challenges facing family offices in 2025, including APAC opportunities and private credit strategies.
Podcast
Spotlight on Expanding into the UAE - Episode 8
Listen Now
Listen to our podcast in which we're joined by Bhagesh Malde, discussing all things SS&C in the UAE ahead of Abu Dhabi Finance Week.
A Lifetime of Learning
Explore how globalization, digital transformation and upskilling are reshaping careers in this insightful BRN interview with Andy Madigan and Jeff Snyder.
AI Survey Report from SS&C Deliver 2024
Gain key AI insights from SS&C Deliver 2024—discover trends, challenges and benefits in our survey results. Download the report now.
A Complete Toolkit for Multi-strategy Hedge Funds
To generate alpha, more fund managers are adopting multi-strategy models and partnering with SS&C for comprehensive middle- and back-office solutions.
Webinar
Multi-Managers: What's Next?
Join our webinar for exclusive insights on hedge fund growth, UAE expansion, talent trends and anticipated consolidation in the multi-manager sector.
How to Transform your Middle Office
Optimize your middle office with SS&C. Boost efficiency, scale operations and enhance decision-making. Download our brochure to learn more.
Transform Your Hedge Fund Operations for Efficiency and Growth
Automate hedge fund operations with SS&C. Enhance productivity, reduce risk and maximize results with cutting-edge technology and data insights.
Prepare for the New Form PF Reporting Requirements
Form PF Reporting requirements including the expanded reporting requirements, timelines and deadlines and preparation strategies.
Multi-Managers What's Next?
Discover key insights into the rise of multi-manager platforms, outperformance trends and industry growth in the Hedgeweek Multi-Manager Report.
FORM SHO
The SEC’s Rule 13f-2 represents a significant advancement in regulatory oversight addressing the complex landscape of hedge fund short-selling practices.
Middle Office Lifecycle Stages
Watch our webinar to explore the trade lifecycle stages with expert insights from our Middle Office thought leaders.
An Asset Manager's Guide to Choosing an MSP
Discover how managed IT services can reduce costs, enhance security and boost efficiency for asset managers. Download our whitepaper to learn more.
Optimize IT Infrastructure with SS&C’s Managed IT Services
Optimize your IT with SS&C's Managed IT Services. Secure, scalable solutions and 24/7 global support from a trusted Managed Services Provider (MSP).
Solving Data Challenges with SS&C Everywhere
Solve data management challenges. SS&C Everywhere helps you connect disparate systems and organize your data to make quick data-driven decisions.
Spotlight on Expanding into the UAE - Episode 7
This podcast episode explores the current trends in the UAE’s fund setup landscape and how technology is reshaping the operation of investment funds.
Competing to Win
Discover how to turn operational performance into a competitive advantage in hedge funds. Download our whitepaper for key insights and strategies!
Take Your Hedge Fund to the Next Level
Discover SS&C's front-to-back solutions for emerging hedge funds. Minimize costs, boost efficiency and mitigate risks. Download our brochure now.
Navigating the Complex Reporting Landscape: The Future of Data Analytics, with the Power of Gen AI
Join our webinar to explore how using AI we can deliver all kinds of complex reporting and data integration.
Fixed Income Evaluations Vendor Benchmark Study 2024
Insights from our 8th Fixed Income Benchmark Study, evaluating vendor capabilities in market coverage and price alignment for informed investment decisions.
Customer Due Diligence in the Abu Dhabi Global Market
Stay compliant with ADGM’s latest Financial Crime regulations. Download this update to learn about AML, sanctions and due diligence requirements in the UAE.
Navigating Interval and Tender Funds: Expert Insights on Launch and Operational Excellence
Get tips on launching and managing Interval and Tender Funds, including fund structure, distribution, and operational efficiency in this on-demand webinar.
Generational Change among the Top Challenges for Family Offices
Discover insights on the impact of generational differences on family office priorities and the key generational dividing line from our Hedgeweek report.
Outsourcing as Common Practice Among Family Offices
Discover the top functions outsourced by family offices as reported in our report "Family Offices: A New Era of Growth" with Hedgeweek.
Key Drivers of Outsourcing Decisions: The Hedge Funds View
Download our infographic to explore hedge fund managers’ attitudes towards outsourcing as outlined in our report with Global Custodian.
Key Drivers of Outsourcing Decisions: The Asset Managers View
Download our infographic to explore asset managers’ attitudes towards outsourcing as outlined in our report with Global Custodian.
Understanding the Tax Requirements for Interval Funds
Master the tax landscape of interval funds with our whitepaper. Get IRS compliance tips, diversification rules, and distribution insights. Download now.
Advantages of a Series Trust for Registered Fund Advisors
Discover the benefits of a Series Trust for fund advisors: control costs, reduce risks, and gain a competitive edge.
Key Findings from Hedgeweek Report “Family Offices: A New Era of Growth”
Discover key findings from the Hedgeweek report, sponsored by SS&C, which provides valuable intelligence and context on the Family Office market.
Spotlight on Expanding into the UAE – Episode 6
Listen to this episode as we discuss investment flows between the US and the Middle East and things to keep in mind.
Case Study
Professional Services Team Model Extends Business Capabilities for Alternative Investments
Discover how Lindberg & Ripple achieved 400% growth in account volume with SS&C Accord. Download the case study now.
Multi-Manager Platforms
Today multi-manager platforms face unique challenges which require specialized fund and tax accounting expertise.
Progressive Outsourcing Strategies in Asia Pacific
Discover the evolving attitudes and growing reception of the progressive outsourcing strategies among asset managers and hedge funds in Asia Pacific.
SS&C Desktop as a Service
SS&C offers a flexible hosting solution that reduces your internal IT footprint and frees you to concentrate on your clients and employees.
2024 Regulatory Changes in the Cayman Islands and the United States
Download our industry update to better understand the evolving regulatory landscape of the Funds industry in the Cayman Islands and United States.
Spotlight on Expanding into the UAE - Episode 5
In this episode we visit with Obediah Ayton, Director of Dhabi Hold Co and Chairman of ADFO Summits, a notable UAE Family Office event.
SS&C Transfer Agent Client Advantage
Learn how you can benefit from your existing SS&C relationship by working with one Transfer Agent and Blue Sky provider.
SS&C GoWire
Download our SS&C GoWire brochure to learn how we offer transparency into storing and maintaining settlement for wires.
Spotlight on Expanding into the UAE - Episode 4
Discover why Abu Dhabi is acclaimed as the "capital of capital" and gain insights into ADGM's future growth plans from Bharath Shivappa.
Go Beyond Hosting with Business Process Outsourcing (BPO)
Download our business process outsourcing brochure (BPO) to discover how we provide flexible outsourcing models to help you grow your business.
eBook
Blue Sky Administration
Learn how to uncover the benefits of SS&C Blue Sky Administration’s full technology and service offering to help overcome operational challenges and costs.
Driving Efficiency in Investor Onboarding
This investor services whitepaper examines how a digital solution can improve the investor’s onboarding experience, and confidence in the manager.
Improve Investor Transparency
SS&C is modernizing how information is made accessible to investors through a single web portal across managers.
Independent, Client-Tailored Valuation Services
Download our brochure to learn more about how our internal analytical libraries and pricing applications can support your valuation requirements.
Outsourcing Middle- and Back-Office Functions: An Assessment of Perceived Experience
Watch our webinar with Global Custodian on middle and office outsourcing, and hear from industry experts views on the considerations.
The Advancement and Future of Data Management and Visualization
Get insights on financial growth and risk mitigation with SS&C through our whitepaper on data management and business intelligence tools.
Work with SS&C to Solve Your Data Challenges
Self-service allows employees to access and analyze data from multiple sources, increasing efficiency and preparing businesses for data-driven challenges.
Outsourcing Middle- and Back-Office Functions: Asia Perspective
This report in partnership with Global Custodian looks at the middle- and back-office trends and opportunities to outsource in Asia.
Family Offices: A New Era of Growth
Examine the findings of our recent Family Office report including the challenges faced by wealth-holders as they navigate the investment world.
Hedge Fund Administration
Our hedge fund administration team services all fund types and growth stages. Download our brochure and learn how we can help.
Shadow Administration
Learn how our shadow administration services can help provide the transparency, accuracy and security you need.
7 Reasons the Investment Management Industry is Setting up Operations in the United Arab Emirates
Download our guide for guidance on some of the reasons why investment firms are setting up in the United Arab Emirates (UAE).
Hedge Funds Outsource to Generate Alpha and Drive Innovation at Scale
SS&C speaks with HFM on how hedge funds outsource to optimize costs, create alpha and drive innovation.
Our report with Hedgeweek features insights into the changes Family offices have experienced and where they are in 2024.
Work with SS&C to Remove the Burden of SHO Reporting
Read our guide to help you understand the newly introduced 13f-2 from the SEC. The new Form SHO discloses information relating to month-end short positions.
Spotlight on Expanding into the UAE - Episode 3
Expanding into the UAE: future trends of the Middle Eastern job market and the growing trend of professionals moving to the region for career advancement.
Voluntary Corporate Actions - FAQs
Download our Voluntary Corporate Actions (VCA) Frequently Asked Questions document to learn more on our service.
Reassessing Outsourcing Setups Across Asia Pacific
An insider guide to outsourcing in Asia Pacific. What are the key considerations for fund managers to respond to market changes, growth and regulation?
Strengthening Your Organization's Crisis Response: How Best to Prepare
Discover SS&C Global Crisis Management Program’s Risk offering, featuring customized consultative services for crisis response planning and preparation.
Investments & Wealth Monitor Rise of the ETFs
This whitepaper, in partnership with Investments & Wealth Institute, takes a deep dive into what makes ETFs so appealing.
Spotlight on Expanding into the UAE - Episode 2
Our conversation delves into the recent trend of funds, managers and firms establishing their presence in Dubai, specifically within the DIFC.
6 Things Your Fund Administrator Should Do For You
Who you choose matters. When evaluating fund administrators, these are the six main things you want to think about.
Customer Due Diligence and Anti- Money Laundering
Download our brochure to learn about SS&C's risk-based due diligence models for customer due diligence and AML.
SS&C Accord
SS&C Accord helps aggregate siloed data, deliver analytics needed to help investors and helps you make data-based decisions on alternative asset classes.
Series Trust vs Standalone Trust: Cost & Time to Market Reduced
Compare and contrast series trust with standalone trusts. Hear from each perspective: the board, legal, accounting, proxy and distribution.
Official IBOR
Firms struggle with investment operation issues like data fragmentation, operational inefficiency, compliance challenges and real-time insights.
SS&C Sightline - On-Demand Web-based Business Intelligence Platform
Consolidates and visualizes data to eliminate silos and unlock insights.
Middle Office Solutions
Does it make sense to keep middle-office activity in-house? SS&C offers a full range of middle-office services. Download our brochure to learn more.
SS&C Concierge: Our Approach
Our target operating model consultancy service leverages real expertise from the operators currently serving 22,000 customers.
SS&C Concierge: What Sets Us Apart
SS&C Concierge is designed to streamline your success. Learn more about the different ways you can empower your business to operate at its true potential.
SS&C Concierge
SS&C Concierge offers tailored operations consulting to overcome challenges, boost productivity and drive results with 35+ years of expertise.
Spotlight on Expanding into the UAE - Episode 1
Valuable insights into the attractions of the Middle East for fund managers, investors, and financial institutions.
State of the Market - Current Development in the Asset Management Industry in Japan
An opportunity to consider the middle-back office operations as an infrastructure to assist an asset management company entering the market in Japan.
Private Credit: Challenges, Risks, and Opportunities
A recent slowdown in M&A activity hasn't impacted the appeal of Private Credit. Learn the key considerations when capitalizing on these new opportunities.
To ETF or to Mutual Fund... That is a question
Learn from a panel of top industry experts as they discuss challenges and considerations of SEC filings for Multi-Share classes with ETFs.
The Ins-and-outs of Liquidity Providers vs. Exchanges for ETFs
Helping new ETF entrants gain a better understanding of the role of liquidity providers and how they work with the exchanges.
SS&C Spotlight Series: T+1 Series - Video 4
When T+1 goes live in the U.S. on May 28, 2024, it will bring many benefits and many challenges. Learn some of the challenges buy-side firms may undergo.
SS&C Spotlight Series: T+1 Series - Video 3
Some of the anticipated benefits to come from the shortening of the trade settlement cycle from T+2 to T+1 for the U.S. on May 28, 2024.
Is It Time to Think About a New Fund Administrator?
Switching service providers does not have to be as complicated as you might think - and we can help make the process as smooth and simple as possible.
5 Things to Do to Prepare for the SEC’s Enhanced Form PF Rules
Learn about SEC’s new Form PF Reporting requirements and how they will impact private equity firms, plus 5 things you can do now to get prepared.
How SS&C Tax BrightLine Complements Your Tax Advisor
The combination of Tax BrightLine and your professional tax advisor delivers the ultimate tax strategy for your funds and for your business.
T+1—How Buy-Side Firms Can Prepare for the Change
Download our infographic to learn more about how you can prepare for the changes coming in May 2024 to the settlement cycle.
Shortening of the U.S. Settlement Cycle T+1 Coming Soon
Download our brochure to learn how SS&C can assist you in preparing for the changes to the settlement cycle to T+1 in May 2024.
Understanding T+1 - An Investment Manager’s Perspective
T+1: shortening of the settlement cycle in 3 of the largest North American markets; Readiness: main considerations for investment managers/buy-side firms.
Tax BrightLine for Regulated Investment Companies - Know Where You Stand in Real Time
Regulated Investment Companies have complex tax requirements that exhaust time and resources. Eliminate the strain of tax reporting and compliance.
Unpacking EMIR Reporting Changes and Counterparty Delegation: The Compliance Conundrum
This paper outlines forthcoming European Market Infrastructure Regulation (EMIR) changes in reporting requirements taking effect in 2024.
7 Steps to Seamless UMR Phase 7 Go-Live
Download our Uncleared Margin Rules (UMR) infographic to uncover the 7 steps you should take to prepare for phase 7.
EMIR Transaction Reporting Services
This brochure looks at EMIR (European Market Infrastructure Regulation) transaction reporting requirements and the steps needed to comply with new changes
Checklist
Expert Support For Disruptive Business Events
If your operations are at capacity, SS&C Flex can rapidly staff, execute and match resources to meet your business needs—quickly and cost efficiently.
Key Findings from Hedgeweek Report “Supporting Innovation: The Forces Driving a New Wave of Outsourcing”
This infographic highlights some of the key findings from our outsourcing report with Hedgeweek and outlines potential opportunities.
The Forces Driving a New Wave of Outsourcing for Hedge Funds
In partnership with Hedgeweek, SS&C joins industry experts to discuss the latest wave of outsourcing for funds.
The Top 5 Reasons Hedge Fund Firms Are Outsourcing More
Our infographic looks at the top 5 reasons firms are outsourcing more, read our full report for more details.
Supporting Innovation - The Forces Driving a New Wave of Outsourcing
Download our middle office report with Hedgeweek to learn why outsourcing is growing in this space and what forces are driving a new wave of outsourcing.
Three Key Drivers of Middle-Office Outsourcing
Explore the growth of middle office services, reasons behind the trend and considerations that may accelerate outsourcing in the near future.
NTAsset Makes a Seamless Transition to SS&C Fund Administration
Through partnering with SS&C, NTAsset has been able to access the latest technology, improve the investor experience and achieve better fund performance.
Moving to a New Fund Administrator - One Firm's Experience
Changing administrators, conversions, APAC, Hedge Funds, Private Markets, GlobeOp, NT Asset, SS&C
Rise of the ETFs - Interview with Nichole Kramer and Doug Yones
Nichole Kramer and Doug Yones interview for NYSE's The Exchange, discussing the rise of ETFs.
An Asset Allocator’s Guide to ESG Investing Options, Strategies and Readiness
ESG is a topic of growing importance for allocators. Our eBook looks at why an ESG strategy should be considered in private investments.
The Benefits for Asset Allocators in Outsourcing Investment Operations
This paper explores why allocators should give serious consideration to outsourcing all or part of their investment operations.
Robots in the Family Office? Not as Sci-Fi as it Sounds
Our whitepaper explores Robotic Process Automation (RPA) in Family offices and looks at how technology could help improve efficiencies.
Changing Fund Administrator Is Easier Than You Think
Learn how the right fund administrator with modern, scalable technology infrastructure and a capable team can make your transition seamless and painless.
Five Ways Treasury Management Can Grow Alpha
Effective Treasury management has become a recent hot topic, our infographic looks at the five keys ways good treasury management can help grow alpha
Hedge Fund Industry Solution - Case Study
Our SS&C front to back solution offers scalable growth and cutting edge technology, our case study offers an insight into our capabilities.
Transforming Hedge Fund Operations
SS&C Hedge Fund Solutions include fund administration, portfolio management and accounting, middle office services and risk, performance and tax.
Investor Services Monitor
Investor Services Monitor (ISM) is a single point of access for reporting and data for clients. Clients are able to view real time data on demand.
The Future of Hedge Fund Administration: Intelligent Technology
Intelligent technology is the future of hedge fund administration, including (AI) artificial intelligence and (RPA) robotic process automation.
How a Treasury Management Solution Can Help
Our treasury management ebook looks at why it's important to have a solution and provides a case study example.
Global Custodian Video - Rob Stone
Rob Stone talks about the role of data transparency in fundraising and how technology can provide a strategic advantage.
How SS&C Lift-Out Services Can Benefit Your Business
A lift-out can be viable no matter what stage of the life cycle a business is in. This ebook looks at lift-outs and outlines SS&C's expertise in this area
T+1 Settlement Frequently Asked Questions
Some of the common questions that we're getting asked on T+1 and how firms can start to prepare for the changes coming in 2024.
Opportunities for North American Managers in European Fund Structures - Part 2
This podcast looks at European Fund Structures and the opportunities that exist for North American Managers.
Investment Guideline Monitoring Services
Flexible, end-to-end outsourced offering to mitigate potential risks and ensure that trading decisions are in line with client and/or regulatory guidelines
Opportunities for North American Managers in European Fund Structures - Part 1
The European alternative fund landscape and why North American Managers are expanding into this market and ways to establish a presence in Europe.
Alternative Fund Administration for RIAs
Explore the benefit of outsourcing to a fund administrator that can integrate directly with the advisor’s portfolio accounting platform.
AIMA Fund Manager Briefing - SEC Proposed Form PF Changes: Are You Prepared for 2023?
Manage proposed changes in-house or outsourced; Timeliness of preparations and contingency planning; Ensure relevant teams are aware of details/changes.
Modeling Crypto Returns with Multivariate Affine Generalized Hyperbolic distribution
SS&C Algorithmics research on modeling crypto with Multivariate Affine Generalized Hyperbolic distribution (MAGH).
Tax Services and Solutions for European Funds
Tax obligations of investment funds in the UK & EU can be complex keeping track while ensuring accurate filings poses operational burden on fund managers.
Clear Cut Investment Returns Through Real Time Tax Management
Five Key Criteria for a Technology Solution and improving investment performance while reducing tax liability.
The First Step in Improving Investment Operations: Managing All Those Fund Documents
Documents from Fund Managers need to be captured, categorized, scraped for information, sorted and made accessible when needed.
Improving Document Management to Optimize Investment Operations
Watch our webinar to hear the importance of document management and what steps you can take to improve your current set up
Launching and Operating a Private Credit Fund in Asia - Expert Guidance on the Operational Requirements
Private credit has been one of the capital markets’ success stories over the past decade. SS&C expert Guidance on the Operational Requirements.
Fixed Income Evaluations Vendor Benchmark Study 2022
We hope readers find this useful in determining their needs and assessing the risks inherent in their valuation processes.
Shadow Services Revisited in the age of Disruption - Build, Buy or Outsource
The changing paradigm for shadow accounting in light of the impact of the pandemic – labor disruptions and increased costs – are just the beginning.
SS&C's Fund of Funds Middle Office Services
Investing in hedge and private equity structures presents several operational challenges in data aggregation, accounting, valuation, and reporting.
Forward Shooting the Backward-Looking Rate: The Implications of LIBOR Cessation
After the LIBOR scandal, the benchmark rate is being replaced by overnight rates by Forward Shooting Grid to price callable notes as the new benchmark rate
SS&C Middle Office Series - Trade Matching and Settlement
This episode of the Middle Office podcast focuses on our Trade Matching and Settlement service. Listen to understand all about our service.
SS&C Middle Office Series - Reconciliation
The first podcast in our new Middle Office series focuses on Reconciliation and how SS&C can help clients with their needs.
Powerful Interface for Configuring Financial Risk Calculations
Brower based application to view, or configure risk parameters, and execute ad-hoc runs for buy-side and sell-side financial risk calculations and reports.
5 Steps for Reducing Reconciliation Times by 10%
Join our webinar to learn about best practices in recon by leveraging a secure hosted or cloud-deployed application.
Voluntary Corporate Action Service
Our service employs innovative straight-through processing technology, with a world-class global service team, to streamline operations.
SS&C Trade Matching and Settlements Service
We offer full outsourcing of post-trade execution functions such as trade affirmation/confirmation, trade communication and fails management.
Trade Matching and Settlement FAQs
Download our Frequently Asked Questions to understand the common questions clients have and our answers to them.
Outsourcing Trade Matching and Settlement for Operational Efficiency Gains
Learn how clients outsourced post-trade execution functions with some best practices from our experience with clients.
SS&C GoRec
When thinking of reconciliations for your business, the focus should be on reliability, scalability and cutting edge technology.
Treasury Management FAQs
This document will help answer any questions you may have on our solution and other common questions.
Creative Services to Enhance Your Brand
At SS&C we understand how crucial marketing and creative solutions are to your brand’s success and in creating product awareness.
Uncleared Margin Rules (UMR)
The next phase of Uncleared Margin Rules (UMR), which the industry is unofficially calling “Phase 7”, goes live soon
Pension Risk Budgeting: Risk is a “Good”
Join Algorithmics to learn how active risk can be budgeted, practical ways to overcome the data, analytical and other challenges that commonly arise.
Treasury Management - Emso Case Study
Optimizing the treasury function requires streamlined automation increases efficiency and tightens operational controls.
How Intelligent Automation Rewrites the Future of Fund Operations
Learn of the benefits from increasing automation, leveraging intelligent tools and eliminating offline processes using desktop software.
Liquidity Risk Management - A Case for Broader Data/Model Integration
Liquidity monitoring and analysis have been integrated in the risk management process to analyze market, credit and liquidity risks in funds.
Q&A - SS&C GoCentral
Q&A with Ian Holden, Joe Maxwell and Rachel Phillips to learn more about our fund administration tool SS&C GoCentral.
Pension Economics: A Review of Key Risks
Pension management is a risky business and it is important to understand the key risks to manage pension plans well.
An Introduction to SS&C GoCentral
A demonstration of the new SS&C GoCentral platform and answers to your questions on this new fund administration tool.
What You Need to Know About SIMM 2.4
SS&C Algorithmics solution for SIMM compliance on OTC derivative activity with full coverage of sensitivities for all instrument types.
On-Demand Webinars
Outsourced webinar solution for employee education: industry expertise includes key regulatory updates, new investment vehicles ESG investing and crypto.
Say Hello to Intelligent Fund Administration
SS&C GoCentral uses Artificial Intelligence (AI) and Business Process Re-Engineering to deliver next-gen intelligent fund administration.
SS&C GoCentral Infographic
This infographic demonstrates the change in process that occurs with SS&C GoCentral as a client fund administration platform.
Q1 Signals Driving the Outlook for 2022
Current state of banking, financial services and insurance. 2022 themes such as "ESG," "Sustainable Finance,"’ and "The Great Resignation."
How to Reduce Risk in AEOI Compliance
The complexities and misconceptions of AEOI compliance and the benefits of outsourcing AEOI compliance to alleviate the burden.
SS&C GoCentral
Our fund administration platform is a more modern fund administration approach that amplifies our processing and technology efficiency.
Emerging Managers: Starting a Hedge Fund, Strategies to Better Operations and Lower Cost
Starting a hedge fund can be challenging. Watch our webinar to learn about what emerging managers need to know when starting up a hedge fund.
Implementing 18f-4: Navigating the Stepping Stones
Find out how to leverage SS&C Algorithmics’ scalable cloud-based 18f-4 Service for monitoring daily VaR, stress testing, backtesting and more.
Powering Possibilities - Mark Voumard - Gordian Capital - GlobeOp Eze
Launching a hedge fund involves planning for operations as well as overall strategy. A strong operational setup positions you to get up and running.
SS&C ESG Reporting At-A-Glance
ESG Reporting is driven by institutional investors' demand for transparency. Outsource the processing of data and alleviate the risk of Greenwashing.
Collateral Management
We're at the forefront of collateral solutions with our cloud based proprietary technology evolving as market demands and regulations grow.
18f-4 Sample Reports
SEC Rule 18f-4 sample report submission. Leverage SS&C Algorithmics solution to handle your 18f-4 calculations and scenarios.
SS&C Algorithmics 18f-4 Demonstration Video
SS&C Algorithmics 18f-4 Solution demonstration video of calculations, reporting and submission.
Driving Alpha with Active Treasury Management
We explore the changing role of the treasury function, how firms can achieve incremental performance and profitability gains through treasury management
Changing Fund Administrators is Easier Than You Think
Switching service providers does not have to be as complicated as you might think, or as you may have experienced in the past.
Generation of Extreme but Plausible Stress Scenarios
Risk management stress scenarios in today’s times typically have no historical precedent. How can you ensure compliance with SEC Rule 18f-4?
Document and Data Management Solution for Asset Allocators
Whether you’re managing an endowment, pension plan, fund of funds, foundation, or family office, managing and digitizing data is an ongoing challenge.
How Transparency Can Improve Risk Mitigation for Family Offices
During the webinar you will learn from industry experts how transparency of a Family Office’s assets can reduce risk and protect the principal using the most current technology and practices.
Thinking Out Loud on ETF Distribution Challenges
The industry has seen an unprecedented amount of new entrants and filings for ETFs. Navigating the challenges for distribution can be overwhelming for firms with little to no experience with ETFs.
Article
The Rise of ESG and Why It Matters to Everyone
SS&C is building an ESG solution to help managers with their ESG monitoring, reporting and regulatory compliance.
Taking ETF Distribution to the Next Level
As the industry experiences ongoing fee compression, firms are looking for a better solution. How are you taking ETF Distribution to the next level?
TALF 2020 Loan Program Available
Learn how SS&C is available to support your rapid deployment of a solution to meet the demands of the NY Federal Reserve TALF 2020 Program.
SS&C Algorithmics XVA Sensitivities Performance
SS&C Algo XVA Sensi software is proven on a complex client portfolio, generating XVA exposure measures and their market data sensitivity.
Risk Technology Awards 2020 Bank ALM System of the Year
Risk.Net recognizes SS&C Algorithmics ALM as next generation ALM system for its innovative approach to help Balance Sheet Risk Management.
Q&A with Hedgeweek - ESG: In a Good Place
The surge of interest in ESG investments and growing role ESG data is playing in helping shape asset management decisions.
Funds of Funds: Automate Unstructured Data Collection from Managers
Download our infographic to learn how FundHub can help you automate unstructured data collection from managers and overcome those challenges.
GAMMA Course Listing
The GAMMA digital library includes 300+ hours of financial markets courses across an extensive range of topics. Explore the content within the library.
SS&C Tax Optimizer
A secure web-based US tax preparation and hypothetical tax analytics solution. Know the tax impact of your trading before it’s too late.
SS&C Client Testimonial - Baird
Listen in as our client describes the benefits of leveraging SS&C expertise and tools, such as Evare, to help scale their business.
SS&C Algorithmics Risk Reporting
Analyze porfolio risk leveraging advanced financial models and an extensive set of scenarios constructed by the Algorithmics research team.
Quick Take: How Does the Increasing Focus on ESG Affect Outsourcing?
How does the increasing focus on ESG affect outsourcing? Watch our Quick Take with AIMA on ESG disclosures, transparency and reporting.
Learning Institute ESG
What are key challenges encountered with current ESG tools and data? What are practical techniques to assist a company's ESG risk and performance?
AIMA: Putting ESG into Practice - Streamlining Your Reporting and Monitoring Process to Provide Transparency to Your Stakeholders
The impacts of ESG and how to streamline your reporting and monitoring process and provide transparency for your stakeholders.
AIMA Gone to Texas - SS&C Presents: Data Aggregation, Enrichment and Reporting
Understanding the importance of data aggregation, enrichment and reporting for the alternative investments industry.
The Top Five Misconceptions of Hedge Fund Compliance with Regulation D and the Impact of Blue Sky Laws
Top 5 misconceptions for Regulation D filings; types of entities exempt under state Blue Sky laws; sales of hedge funds impacted by Blue Sky filing analysis
Strong Governance Demonstrated Through Operational Excellence - Where is Technology in Your CP86 Action Plan?
Our CP86 webinar looks at why the organisation of Irish fund management companies and self-managed investment companies should be happening now.
Streamlining Your Investor Onboarding Experience and Adding Transparency to Your Capital Raising Process
Learn how having a streamlined fundraising and digital investor onboarding process can help fund managers access committed capital quicker.
SS&C Dialogues - Investor ESG Reporting Expectations
Investors and asset allocators expect greater transparency into the ESG impact of how their capital is being deployed.
SS&C Algorithmics: Managing Credit Risk Exposure Given a Global Pandemic
Key considerations and best practices in managing credit risk during the pandemic and practitioner insights into economic recovery expectations.
SS&C Algorithmics: FRTB Market Trends Amidst the Basel III Delay
A panel of bank experts discuss current market trends and the impact of these in the implementation of the FRTB regulations.
SS&C Algorithmics: Container Orchestration for Enterprise-Grade Risk Management
Introduction to containerization and the benefits in utilizing microservices to deploy applications in a timely and cost-effective manner.
SS&C Algorithmics: BCBS Interest Rate Risk in the Banking Book – Global Review and Potential Impacts of the COVID-19 Crisis
Global adoption of the latest interest rate risk in the banking book (IRRBB) standards and the main challenges banking firms face during times of stress.
Proposed Carried Interest Regulations - Are You Prepared ?
Watch our on-demand webinar to learn about the proposed carried interest regulations, open issues, planning opportunities and how they affect you.
Product Development in Our New Normal
SS&C and a panel of experts dive into the challenges and speed-bumps, the influx of new product wrappers, continued interest and products being introduced.
Private Fund Compliance – Should a Form D Contain Multiple Issuers?
Private Fund Compliance Should a Form D Contain Multiple Issuers? Explore the various advantages and challenges associated with a Multi-Issuer Form D.
Optimizing the Adoption of Cloud Technologies in the Financial Risk Domain
An interactive discussion about the value of Cloud services, how they can be used for risk and the possibilities of migrating applications to the cloud.
How to Digitize Your Investor Onboarding Experience: An Introduction to e-Investor
Would your firm benefit from a web-based tool that provides a logic-based approach to your complex subscription documents and AML/KYC requirements?
FundHub is Here
Watch our video to see what our web-based tool can do for you. The video looks at the tool and benefits using this technology.
ETF Strategies in Today's Financial Landscape
Key insights to where we are today, innovative wrappers and models and understanding regulation code changes for ETFs.
Alternative Funds: Addressing the Challenges of Data Aggregation and Automation with AI
Addressing the challenges of data aggregation and automation with AI. The challenges alternative funds investors face when it comes to unstructured data.
Risk Analytics Accessibility and the Opportunity of the Cloud
This three-part series looks at how cloud computing and microservices are shaping the future of risk management.
High-Performance Risk Analytics: Turning Performance into Business Gains
This three-part series looks at how high-performance risk analytics is shaping the future of risk management.
High-performance Risk Analytics – Usability and the User Experience
How high-performance computing is supporting risk analytics, specifically changing the business use cases due to major speed improvements.
Streamline and Digitize Your Investor Experience
e-Investor is an electronic transaction document processing and workflow management tool to reduce risk and streamline review and approval.
Unlocking Embedded Analytics Through Financial Risk APIs
Incorporating Financial Risk APIs into risk management to cope with increasing regulatory and business demands.
Simplify the Cash Wire Process
Learn how SS&C's Wire Processing simplifies the cash wire process with transparency, controls and authorization from your office or mobile devices.
SS&C e-Investor: Surveys
Reduce risk, add transparency and create efficiencies; automate delivery, completion, submission and tracking of manager and investor questionnaires.
SS&C Learning Institute NeuroLab
The SS&C NeuroLab combines innovative technology and neuroscience to improve training programs through optimized engagement and retention.
Complex Requirements Have Met Their Match
SS&C Regulatory solutions for common reporting standards, form PF, FATCA, CPO-PQR and performance analytics for today’s funds and asset managers.
SS&C Altair
Superior portfolio management, investment accounting, and reporting for financial services firms which complies with legislation
SS&C Algorithmics XVA Sensitivities
Assess and hedge risk with XVA exposure measure and sensitivity calculations with an ultra-fast, performance optimized XVA sensitivities generation engine.
SS&C Algorithmics Workspace Analyzer for Enterprise
Workspace Analyzer for enterprise applications, describing how this powerful solution can be used to solve complex aggregation and reporting problems.
SS&C Algorithmics Workspace Analyzer
SS&C Algorithmics high-performance, enterprise-wide dashboard solution to solve complex use cases for aggregation and reporting.
SS&C Algorithmics Scenarios as a Service
SS&C Algorithmics Scenarios as a Service provides stress testing scenarios on macroeconomic factors curated from proprietary predictive models.
Algo Risk Service for Asset Management
Advanced risk analytics designed to support risk analysts and fund managers who need to investigate portfolios beyond market risk.
SS&C Algorithmics Learning License
Enhance the team's skillset by subscribing to our SS&C Algorithmics learning license to get the right learning to the right people at the right time.
SS&C Algorithmics Financial Risk APIs
Leverage the cloud and stateless microservices for immediate access to sophisticated risk and investment management tools.
SS&C Algorithmics Counterparty Credit Risk
Measure market, counterparty credit risk exposures, XVA and capital on a single platform to enhance risk-based decision making.
Providing Next-Generation ALM, Liquidity Risk and Balance Sheet Risk Management
SS&C Algorithmics Balance Sheet Risk Management supports ALM, Liquidity Risk, FTP, and Treasury with IRRBB, regulatory compliance and profitability.
SEC Modernization of Derivatives Risk Management: Rule 18f-4
The 18f-4 solution offers turnkey, cloud-based platform enabling funds to comply with new SEC 18f-4 derivative risk management program regulation.
Registered Fund Services
Explore SS&C's Registered and Private Fund Services: innovative technology, dedicated support, and flexible solutions for your fund needs.
Portfolio Management & Trading Solutions
SS&C ALPS Advisors offers you our deep knowledge and expertise within Portfolio Management and Trading across many product types.
Pensions and Endowments
We offer modular and specific capabilities across your organization and our solutions gear towards the Investment staff, Operations, Accounting, Treasury.
Operational Alpha is Closer Than You Think
SS&C middle office services include trade processing, treasury and cash management, business process outsourcing (BPO) and loan services.
Liquidity Risk Management Support Services
One of the primary challenges is building and implementing the necessary operational systems for determining the fund’s liquidity classifications to meet the SEC requirements.
Learning Services
Whether crafting a new course or enhancing an existing program, our production team can help design, develop and deliver bespoke learning programs.
LIBOR Transition: A Smooth Shift to the New Era
SS&C Algorithmics provides a flexible, complete, transparent and smart framework that ensures a seamless transition to the new risk-free curves.
Keeping Up Anti-Money Laundering and Fraud Detection Obligations
Going beyond watch and sanctions list matching, learn how SS&C takes it to the next step with ongoing transaction monitoring.
Investment Tax Accounting, Tax Analysis and Planning
Fully automated US tax preparation and hypothetical US tax solution. Mitigate risk through the removal of manual processes.
Interval Funds
Investment managers looking to offer ’40 Act registered products without the daily liquidity constraints of an open-end mutual fund use interval funds.
GAMMA NASBA Course Catalog
The GAMMA library offers hundreds of online courses accredited with NASBA for CPE Credits. Explore all eligible courses by downloading the course catalog.
GAMMA MBA Essentials
MBA Essentials offers a target online experience to enhance core knowledge, critical thinking and analytical skills demanded in business disciplines today.
GAMMA CPE Credit Listing
The GAMMA library offers online education programs approved with various accrediting bodies for hundreds of Continuing Professional Education credits.
GAMMA Asset Management Essentials
Asset Management Essentials is an online curriculum of interactive content designed for financial services firms and their clients.
GAMMA
Learning online is ideal for busy professionals. GAMMA is a digital library of hundreds of courses optimized for professional education.
FundHub for Managers
Are you looking to gain exposure to sophisticated investors? FundHub is a web based research, analytics, and portfolio management platform.
Fund CCO Support Services
SS&C ALPS provides the leading compliance program support, tools and expertise to allow CCOs to focus on the needs of the board and strategic initiatives.
Fully-automated US Tax Preparation and Hypothetical US Tax Solution
Mitigate risk through the removal of manual processes with a fully automated US tax preparation and hypothetical US tax solution.
Exchange-Traded Fund Structures
Choosing an Exchange-Traded Fund “ETF” structure for your strategy can raise questions. Our vast knowledge of each structure when making your decision.
Exchange-Traded Fund Servicing
The continual evolution of active management sparks momentum in the Exchange-Traded Fund (“ETF”) landscape. Learn how SS&C can help you.
Expert Support for Disruptive Business Events
SS&C Flex is a resource for outsourced flexible staff to manage extraordinary events with a compete suite of services.
Evare Managed SWIFT Service
A fully managed service providing access to the SWIFT Network allowing you to send or receive SWIFT messages to your counterparties.
Evare Managed Data Services
A full-service data delivery management solution that handles all data gathering, data management and connectivity needs.
Evare Employee Compliance Data Service
Download this brochure to learn how Evare can help monitor employee personal trading activities as required by local regulatory agencies.
Evare Custodial Data Service
Automatically gather all of your investment transactions, cash and investment positions from financial institutions throughout the world.
End-to-End Distribution Solutions
The SS&C|ALPS team acts as an extension of your business to support your distribution strategy and communicate your firm’s unique value proposition.
Crisis Management - Rapid Response
Minimize the impact of a cybersecurity threat and reduce post-data breach impact with our customized, tested incident response program.
