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Whitepaper
Five Key Priorities for US Family Offices
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Explore five key priorities for US Family Offices, from risk management to technology modernization, to ensure long-term success.
Tax Considerations Post-Election Review of Potential Tax Impacts of Private Markets
The 2024 US presidential election has significant implications for the Private Markets industry, including tax-related changes.
A Hybrid Multi-Cloud Strategy for Deploying AI Models
Discover how financial services firms can leverage a hybrid multi-cloud strategy to enhance AI security, performance and regulatory compliance.
How to Align Your Population Health Strategy with the 5 CMS Strategic Objectives
Learn how to align your population health strategy with CMS objectives. Drive health equity and improved outcomes.
The Key to Staying Ahead in 2025: Themes Shaping the Future of Superannuation
Explore 8 key themes shaping superannuation in 2025. Download now for insights and what they mean for super funds.
Thinking Local, Winning Global
Unlock the power of global unit registry insights to drive efficiency, smarter data and growth for Australian asset managers.
Are You Providing Your US Investors with the Tax Reporting They Require?
Investment Funds domiciled outside the US may have US tax reporting requirements if they have US investors or do business in the US. Are you ready?
The Four Features that Define the Modern Wholesaler
Our latest free whitepaper explores the necessary responsibilities, skills, mindset and motivation of the modern wholesaler.
A Virtuous Circle
SS&C is both a developer of software for financial enterprises and a provider of outsourced operational services powered by that same software.
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.
FRTB Implementation Across Central and South America
Stay ahead of FRTB regulations in Central and South America with country-specific updates and preparation strategies.
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.
The Democratization Of Private Markets A Growing Opportunity For Fund Managers
Private markets are attracting retail investors as technology drives democratization. Explore how this trend reshapes fundraising and capital access.
Form PF Compliance Guide for Meeting the March 2025 Deadline
Get ready for March 2025 Form PF updates. Download SS&C's Form PF Compliance Guide for insights and compliance tips.
Bridging the Climate Risk Gap: Integrating Climate Risk into Risk Management Frameworks
Discover how to integrate climate risk into risk frameworks, address regulatory challenges and quantify risks effectively.
Smarter Segmentation
Rising Risk Patients: A Population Health Analytics whitepaper. Use the Johns Hopkins ACG System to identify, stratify and intervene for better outcomes.
Expanding into Private Market Strategies in Australia
Discover key insights on streamlining operations for private market strategies in Australia. Download our whitepaper for essential strategies.
Global Retirement Outlook
Discover key trends shaping the global retirement industry, how to leverage technology, data and personalized value in this SS&C and Deloitte whitepaper.
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.
The Growing Opportunity in Retail Alternatives
Discover why retail investors are embracing alternatives and how fund managers can capitalize. Download the whitepaper now.
Embracing the Cloud While Avoiding a Costly Future
Discover key cloud migration strategies for financial risk to unlock AI potential, boost scalability and avoid costly mistakes. Download the whitepaper now.
Discover how integrated transfer agency solutions can drive operational efficiency, data insights and global growth for asset managers.
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.
Overcoming the Challenges of Climate Risk Regulations: A Guide to Climate Stress Test Implementation
Master climate risk regulations with this guide to stress test implementation, data challenges and compliance. Download now for actionable insights.
Competing to Win
Discover how to turn operational performance into a competitive advantage in hedge funds. Download our whitepaper for key insights and strategies!
Key Considerations for Implementing Intelligent Automation in Your Financial Risk Organization
Discover how Intelligent Automation can revolutionize financial risk management by optimizing processes, reducing errors and enhancing decision-making.
“I” on the Target
Our whitepaper explores the role influence plays in evaluating and segmenting your most important clients.
ETFs – Sparse Bond Portfolio Optimization and Market Liquidity
Optimize ETF portfolios with innovative mathematical and machine learning techniques to minimize tracking errors and enhance diversification.
Choosing the Right Transfer Agent: Look Before You Switch
Discover the key factors for selecting the right transfer agent. Avoid pitfalls and make informed decisions. Get insights now!
Assessing the Materiality of Climate Risks
Climate risk management for CROs. Learn how an ERM approach helps assess and mitigate climate risks effectively.
The Case for a Specialized Transfer Agent
Consider a specialized transfer agent. Learn more about the five key reasons for separating from financial institutions.
The Future of Intelligent Automation for Risk Management
Discover how intelligent automation (IA) and AI are revolutionizing risk management in banking from industry experts in our comprehensive whitepaper.
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.
Top 8 Strategies For Achieving Economies of Scale in Private Credit
Learn about the latest trends unfolding in the private credit space and how managers are utilizing technology to solve for common challenges.
The Critical Questions (and Their Answers) to In-Plan Income Solution Adoption
If you’re implementing retirement income solutions, SS&C Retirement Solutions has a cost-effective solution for the servicing of retirement income products.
Five Strategies to Improve Population Health Using the ACG System
Practical strategies to improve population health using the power of the Johns Hopkins ACG® System to uncover patterns at the population and patient levels.
Increasing Employee Retention in Property Management
Explore employee retention strategy of learning and development training; the role of technology in advancing employee proficiency and job satisfaction.
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.
On to the Next Chapter: What You Need to Know When It's Time to Wind Down a Fund
An orderly wind-down can open the door to new opportunities for GPs and LPs. This whitepaper details the issues to address to ensure a smooth transition.
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.
Humans and Machine: The AI-Influenced Distribution Team of the Future
Learn how artificial intelligence tools like ChatGPT or machine learning could influence the day-to-day work of asset managers.
Mind the Gap – What Are the Technology Gaps Facing Financial Institutions?
Financial institutions face fundamental technology gaps with accounting & managing loans. Find out how to tackle these through architecture-based approach.
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.
Is Your Insurance Investment Portfolio Prepared for Increased Default Risk?
Market factors leading to default risk and six business considerations for insurers to minimize risk in today’s market.
Succeeding in Value-Based Care: How Population Health Analytics Supports Modern Healthcare Delivery
Use the power of the Johns Hopkins ACG® System for a successful transition to value-based care. Explore challenges, benefits and key considerations.
Asia Pacific Fund Managers - Understanding the European Market
Considerations for Private Capital Fundraising in Europe which may be accessible to Asia-Pacific-based GPs right now.
Vision 2027: Top Trends in Financial Risk Management
Learn about the top trends of 2024 in financial risk management ranging from intelligent automation, climate risk, cloud and much more.
Rethinking Real Estate Fund Operations
Optimize real estate fund management with outsourcing. Boost efficiency, regulatory compliance, and investor confidence.
Navigating the New Frontier in Infrastructure Investing
Unlock Infrastructure Potential Navigate post-2023 changes, embrace renewables, streamline with SS&C's solutions.
Launching a Fund in the Abu Dhabi Global Market
Explore some of the distinct advantages ADGM offers, and the operational challenges involved in launching a fund and solutions for meeting them.
Tokenization - One Way to Transform the Asset Management Industry
Tokenization has the potential to transform the revenues and costs of the industry. Can the asset management industry rise to the challenge?
Navigating the Sharia Fund Landscape
Islamic financial products have gained significant traction in the fund industry. Discover how to navigate the Sharia fund landscape with ease.
The Social Determinants of Health Handbook
Actionable ideas and tactics for SDoH: how to get the data, use the data, and apply insights towards health equity.
Establishing and Managing a Private Credit Fund in Asia
New entrants to the market should be aware of the unique staffing and operational challenges of these funds. Learn more in our whitepaper.
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.
Getting Comfortable with Your CECL Results
Challenges banks have encountered during CECL implementation, SS&C looks at how they are getting comfortable with their CECL methodologies and results.
Emerging Managers vs Re-Ups
How are emerging fund managers staking their claim to LP funds in today’s competitive landscape?
Getting to X: Understanding the Next Generation of Advisory Leaders, and How Asset Managers Can Meet Their Needs
Read more to learn about how this next generation of sales leaders engages with asset managers, and what they want out of those interactions.
ETFs - Machine Learning-Enhanced Sparse Portfolio Construction
A simulation-based, machine learning-enhanced portfolio construction framework that supports risk analysts, optimization specialists and ETF fund managers
Opportunities for Intelligent Automation in Lending Operations - Five Key Areas for Recognizable ROI
Explore how to stay competitive in real estate lending by making smart technology investments and using intelligent automation to boost efficiency.
Dare to be Different - Challenge Assumptions to Optimize Distribution
How can firms maximize sales, deepen relationships with advisors, and optimize their people, products and other resources to optimize distribution.
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.
Six Key Questions to Consider When Thinking of Retirement Outsourcing
Questions to ask when thinking about outsourcing retirement plan servicing.
Five Key Trends Shaping the Middle East Fund Landscape
As the private fund sector in the Middle East experiences rapid growth, discover how you can capitalize on the opportunities in the region.
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.
The Future of the Advisor
How the advisor landscape is changing, digital and online requirements are changing and how D2C platforms are enabling investors to make their decisions
Moving to a New Fund Administrator - One Firm's Experience
Changing administrators, conversions, APAC, Hedge Funds, Private Markets, GlobeOp, NT Asset, SS&C
Less Taxing Returns: 5 Steps to Smart Tax-Efficient Investing
Unlock data insights to transform your tax strategy and give you competitive advantage and year-round gains. Follow 5 steps to tax-efficient investing.
SEC’s Proposal on Swing Pricing and Hard Close
Read SS&C’s whitepaper to understand the SEC’s Proposal on Swing Pricing and Hard Close and its impact on the mutual fund industry.
What Should Asset and Wealth Managers Do About the Metaverse?
Asset and wealth managers should stay informed and monitor developments, investing in line with digitizing their operations, distribution and innovation.
What is the Metaverse?
A digital simulation accessible from any device, unlikely to replace existing virtual & physical, Metaverse would be highly disruptive of the status quo.
Why Should Asset and Wealth Managers Care About the Metaverse?
Why should asset and wealth managers care about the Metaverse? Asset and wealth managers are already investing in the companies building the Metaverse.
How Quickly Might the Metaverse Develop?
The Metaverse is unlikely to be realised quickly, due to a combination of engineering challenges, legal uncertainties, and lack of regulatory clarity.
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.
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.
Singapore VCC Update
Singapore passed legislation to create the Variable Capital Company or VCC. So what does the future hold
Know your Non-Traded REITs: An Insight into Non-Traded REITs and Their Evolution
This whitepaper will provide an overview of REITs of all types, focusing on non-traded REITs, how they have evolved, key features of today’s product, the importance of technology-driven administration solutions.
Disparities In Health Care and How Population Health Analytics Can Help
Use the Johns Hopkins ACG® System to identify and address disparities, and create population health plans ensuring members receive appropriate care.
Using EHR Data for Risk Stratification Analysis: 7 Practical Applications
Johns Hopkins ACG® System with EHR data for risk stratification and insights for common challenges, including care coordination and staffing productivity.
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.
The Power of Personalization
Three pillars firms to consider when personalizing strategies, the unique skillsets of individual wholesalers and the feasibility of any changes.
MA Strategies: Your Guide for Early and Ongoing Assessment
Medicare Advantage roadmap for annual member engagement/interval measurement, and strategies for leveraging demographic and other available data sources.
Mastering the Operational Challenges of Short Term Pools
Insurers often use short term pools to meet mandates around uninvested cash. Learn how technology can help you optimize returns and simplify processes.
Centralization vs Decentralization: The Key to Optimizing Efficiency in Loan Operations
In Commercial Real Estate loan operations, which delivers efficiency and profitability: point solutions or an integrated strategic approach to technology?
Clear Cut Investment Returns Through Real Time Tax Management
Five Key Criteria for a Technology Solution and improving investment performance while reducing tax liability.
4 Capabilities Every Property Management Software Should Have to Increase Efficiency
Download this whitepaper to learn about the 4 key capabilities every property management software needs to have in order to boost operational efficiency.
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.
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.
Four Investment Strategies for Insurers to Consider as Interest Rates Rise
Written from insurance investment accounting experts' point of view, this paper discusses potential investing strategies in the wake of high interest rates.
Driving Profitability with Evidence of Insurability
Modern, secure integrations & digital solutions can help overcome evidence of insurability (EOI) bottlenecks to capture revenue and delight customers.
Private Equity: Navigating a Shifting Landscape
What are the drivers of change in Private Equity and how should general partners adapt to this competitive landscape.
The Impact of IRS Schedules K-2 and K-3: What Investment Partnerships Need to Know
IRS schedules K-2 and K-3 bring an added layer of complexity to tax preparation, reporting and compliance. Prepare for the change.
SEC Dealer Expansion Proposal - Are You Prepared?
Are you prepared for the new registration rules that the Securities and Exchange Commission (SEC) proposed in March 2022?
Closing the Customer Knowledge Gap
Closing the customer knowledge gap is a top priority for asset managers, and with data, it is increasingly within reach.
The Rise of Renewables: Considerations for Managing Investment Risk
By 2050, sources such as solar and wind are projected to be consumed as much as other fossil sources. Recent trends support these future expectations.
AI & Intelligent Automation Using Blue Prism in Fund Servicing
AI has demonstrably arrived in the asset management industry and it is starting to have a transformative impact.
Accelerating Success in Asset Management Acquisitions
Realizing the benefits of an asset management acquisition can be difficult. These 10 considerations can help speed integration in large-scale M&A.
The Johns Hopkins ACG® System’s Emergency Department Classification - Your Guide To Reduce Costs And Improve Health Outcomes
Learn how to identify drivers of avoidable ED visits, direct lower acuity cases to alternate care sites, and free up ED capacity for the sickest patients.
Guide to Sound Practices for Sanctions Screening (March 2022)
Restrictions put in place at either a sectoral, national or intergovernmental level to achieve a foreign policy or national security objective.
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.
Challenges and Future Development of LIBOR Transition for Banking ALM
Impacts of LIBOR transition and benchmark Risk Free Rates (RFRs)/term rates on Asset Liability Management (ALM) and Funds Transfer Pricing (FTP)
The Formidable Exposure Spikes: The Long and Spiky Road to Consistency in CCR Internal Models
Algorithmics discusses internal model inconsistency for counterparty credit risk and its impact on forward settlement risk.
Qualitative Factors Under CECL
What is the qualitative adjustment, and what are the qualitative factors under CECL? Download this whitepaper to learn more.
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.
ESG Governance for Fund Managers: How to Do it Right
Preparing for constantly evolving regulations around ESG and industry challenges, governance mandates, and new launches.
Integrated Market & Credit Risk – An Active Risk Management Dialogue
The benefits of integrated market and credit risk management are realized through high-level risk statistics and a thorough stress testing framework.
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.
The Nuances of Managing Risk in Alternative Assets
Fluctuating interest rates have caused a shift to alternative assets. Find out implications on financial risk management.
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.
Common Goals, Converging Paths: Retirement Solutions in the UK and Australia
Challenges and opportunities in both markets and uncovers what UK and Australia retirement systems can learn from each other to help drive improvements.
The Journey to Financial Wellness
SS&C Technologies conducted a recent super member survey with the results providing an insight into Australians current state of financial wellness.
Untangling the Web: A Practical Approach to Modernizing Asset Management Distribution
Asset management distribution: a web of interdependencies. They key building blocks for asset manager success.
Why Member Admin is the New Super Fund Battleground
The rising importance of super fund administration and why competitive funds are adopting different models (insourced, outsourced, hybrid).
ESG is Essential to Fundraising and Investor Retention
Learn why a standards-compliant ESG reporting capability has become critical for funds to compete today and the role a fund administrator can play.
Tokenization of Funds - Mapping a Way Forward
Discover how tokenization can reduce costs, expand investor access and transform fund management. Download our whitepaper for insights and strategies.
Data to Drive Participant Outcomes: Five Must Have Digital Capabilities
The latest digital tools and technologies are an effective way to drive retirement savings increases that benefit all industry groups.
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?
Accessing ESG through Private Market Investments
Insurance investment managers: Learn how to navigate the unique accounting & regulatory challenges that come with ESG investing.
Modernizing the Trust Company Client Experience
Exploring new solutions to accelerate digital transformation
Retirement Plans: Guaranteed Income Means Better Outcomes
Including retirement income solutions in your plan will help participants move from accumulating assets to a predictable decumulation strategy.
Achieving the Zero Back Office Vision
See how artificial intelligence is helping businesses eliminate manual processing, maximize automation, and achieve zero back office vision.
Shaking Up and Shaking Out: Bold Moves that are Transforming Asset and Wealth Management
Learn what it takes to create and maintain a sustainable asset and wealth management organization – standing still is not an option.
