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Environmental, Social and Governance
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October 26 - 28, 2025
SS&C Deliver Phoenix
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Video
Inside the Hedge Fund Industry – ADFW 2024 Panel Discussion
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Watch top hedge fund leaders discuss strategy, performance and industry trends in this exclusive ADFW 2024 panel discussion.
Brochure
Expanding Offshore – A Guide for Chinese Onshore Fund Managers
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Navigating Offshore Expansion: 5 Key Considerations for Onshore Chinese Fund Managers expanding into Hong Kong and Singapore.
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.
Podcast
Spotlight on Expanding into the UAE - Episode 7
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This podcast episode explores the current trends in the UAE’s fund setup landscape and how technology is reshaping the operation of investment funds.
Infographic
Optimize the Private Lending Lifecycle
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The loan lifecycle within private credit can be complex and calls for technology specific to private credit administration.
Whitepaper
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.
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.
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.
Research Brief
From Off-The-Shelf To Purpose Built: A Reimagined National Sales Model
wholesaling; sales management; territory design; talent management; business intelligence; asset management; distribution
Top Levers for Advisor Advocacy in 2023
Advisors recommend products to their colleagues an average of five times a explore how asset managers can increase the recommendations for their firm.
Calibrating KPIs to the New Sales Reality
Learn how how firms can ensure their key performance indicators (KPIs) accurately reflect and reward progress toward the firm’s business goals.
Don't Sleep on Email
Delivering bite-sized content advisors want; Maximizing impact with sharper messages; Using digital engagement data to maximize face-to-face interactions.
7 Changes Redefining the Keys to Successful Advisor Engagement
7 CHANGES WITH ADVISORS SINCE THE PANDEMIC requiring asset managers to adapt to the challenges and jump on the opportunities.
Customize This: How to Seize on Advisor Demand for Personalization
Deeper relationships between advisors and their clients often result in more assets for the firms they do business with.
SS&C Consulting Packages
Consulting packages to support your distribution strategy. Helping asset managers prepare for the future of distribution.
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.
Webinar
Closing the Customer Knowledge Gap
Closing the customer knowledge gap is a top priority for asset managers and with the wealth of data now available it is within reach
3 Key Ways to Influence an Advisor’s Product Choices
This report reveals the three most effective ways firms can leverage and maximize their ability to influence advisors’ product choices
Closing the customer knowledge gap is a top priority for asset managers, and with data, it is increasingly within reach.
ESG Report Series: Help Advisors Sell More ESG
Concerns and obstacles preventing advisors of ESG users and non-users from seeing if clients are interested in ESG investing.
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.
Digital Asset Compliance and Related Issues
This webinar covers the latest in crypto compliance for funds and the SEC regulatory approach to treating digital assets as securities/non-securities.
Digital Assets & NFTs in Asset Management
This webinar covers Digital Assets and NFTs and how they fit into broader asset portfolios.
Reality Check: What Asset Managers Need to Know about Advisors’ Use of ESG
Helping advisors get more comfortable talking about ESG. Explore strategies to drive more advisor-client ESG conversations.
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.
Helping Asset Managers Find Opportunity Amidst Disruption
Research, data, analytics and consulting for asset managers to solve their biggest challenges and find opportunities amidst disruption.
On-Demand Webinars
Outsourced webinar solution for employee education: industry expertise includes key regulatory updates, new investment vehicles ESG investing and crypto.
Untangling the Web: A Practical Approach to Modernizing Asset Management Distribution
The interdependent and complex nature of asset management distribution creates a challenge for those seeking to modernize, update, or overhaul.
Getting Advisors to Choose Your ESG Products
The competition in the ESG field makes it difficult for firms to stand out. Discover strategies to get advisors to choose your ESG products.
What Advisors Expect Online Now
Digital experience matters more now. Advisors say offering a good digital experience is critical to making a firm easy to work with.
What Financial Advisors Expect from Model Portfolio Providers
Recommendations for asset managers looking to implement or improve their models business.
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.
Remote Selling is Here to Stay: An Update on Advisors’ Views as the Pandemic Continues
Remote Selling is Here to Stay: advisors’ views as the pandemic continues. What can asset manager salespeople do to increase their chances with advisors?
Asset management distribution: a web of interdependencies. They key building blocks for asset manager success.
Personalised Financial Wellness Centre for Super Members
What if super funds could help members lower their stress and equip them with financial wellness, confidence, and control?
Personalized Financial Education and Wellness Solutions for Every Users' Journey
SS&C Financial Wellness Center has the content and customizable solutions to help participants take positive steps forward on their life journey.
Article
Q&A with Ian Kelly
Our new Q&A with Ian Kelly in the Winter EMEA newsletter looks at how he is finding life at SS&C and the future of Private Markets
UK Funds Distribution Q3 2021—Trends and How to Respond
UK Funds Distribution - Q3 2021 Long term trends and how to respond. Putting opportunity insights into action.
Simplifying Complex Investment Operations
SS&C Singularity, built with AI, RPA and machine learning helps ease the complexity of managing portfolios, accounting and regulatory requirements.
SS&C Institutional Solutions
SS&C’s front-to-back solution for investment managers enables you to easily manage trade orders and execution, and enhance your middle and back office services.
TEK2day Spotlight: The Evolving Insurance Industry
Evidence that alternatives and insurers are converging. Data-driven analysis around its impact. Read the report.
SS&C Singularity - Moving into the Future of Investment Accounting Operations
Many fintech firms may be looking to replace legacy IT in favor of next-gen technology. Find out what Celent had to say about current options.
Product Trends "What the Future Holds"
While many are experiencing challenges and speed-bumps, the influx of new product wrappers, continued interest and products being introduced is evident.
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.
Introduction to Singularity
Discover the first smart investment operations and accounting platform with embedded AI and machine learning.
SS&C Singularity
With embedded AI and machine learning, investment operations accounting will never be the same.
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?
Worlds Collide: Insurance & Alternatives
Insurance companies and alternative investment managers are continuing to converge in the pursuit of higher yields.
Shaking Up and Shaking Out: Bold Moves that are Transforming Asset and Wealth Management
Change is upon us. Rapid developments in our technology, society, and economy are shaking up the asset and wealth management industry.
Moving the Needle with Customer Experience: A Pathway to Sustainable Growth
Three key principles to shape that strategy, and deliver the types of distinctive customer experiences that will drive more business and more loyalty in all market environments.
Key Steps to Cost Effectively Growing Assets
Cost effectively growing assets: a definitive guide for asset managers navigating the technological and strategic opportunities of our new reality.
After the Storm: Charting a New Course through Uncertainty
Learn more about three key areas asset managers can focus on in the midst of disruption.
Insurance Insights
Explore the implications of convergence between insurance and alternatives brought on by the persistent low yield environment.
Financial Wellness in the Superfund Industry
How to work towards financial wellbeing for members and employees and how everyone wins when you get it right.
The Use of Sales Enablement Technologies by Asset Managers Report Series
As a sales manager, you need your salesforce to spend more time building and nurturing relationships and selling and less time on everything else.
Learn what it takes to create and maintain a sustainable asset and wealth management organization – standing still is not an option.
Rightsizing Sales Organizations and Managing Territories
While there isn’t a single universal formula that works to determine whether a sales organization is ready for additional staff (or requires a reduction), there is a relatively simple way to make the determination once you apply the data.
Rethinking Sales Models
It can be overwhelming to try to evaluate all aspects of sales relationships all at once. But, you have to start somewhere.
Maximizing Distributor Relationships
Account-based marketing provides a framework and process for aligning resources on accounts with long-term growth prospects, demonstrated demand for products and services, tightly aligned strategies and plans.
How to Win Over ESG-Reluctant Advisors
Two in five advisors have used ESG strategies in client portfolios, but the rest have not. Learn How to Win Over ESG-Reluctant Advisors.
Four Ways to Set Up Your Digital Experiences for Success with the Next Generation: Digital Engagement Leaders 2019
Explore practical recommendations for delivering a customer experience that wins over the next generation of advisors and investors.
Driving Growth with Data-Driven Territories: Setting up Your Sales Team for Success
This report helps executives understand the process of running a formal, data-driven territory optimization exercise.
Digital that Makes a Difference
Digital experiences can make the difference in persuading advisors to choose—or keep—your products at every stage of the decision journey.
Connecting with the Next Generation of Advisors: What Advisors Do Online
This report examines what all advisors want as they learn about an unfamiliar manager or product, compare solutions, do business with and advocate for a firm.
Building a High-Performance Content Strategy
Nine of ten asset management marketing teams have a content strategy. Discover how to build a solid foundation for a high-performance content strategy.
Building Relationships & Advocacy Online
Learn how a strong digital strategy can deepen the relationship, and enhance the advisor’s value to the firm.
Attributes of Top Performing Sales Territories
Not only are these sales teams beating their competition in terms of gross sales at more high value offices, they are able to better retain assets at those offices.
Advancing from Scoring Leads to Tracking Customer Opportunity
Discover why traditional lead scoring falls short in today’s environment and how Customer Opportunity Scoring is taking the common task of identifying the best prospects for a firm to the next level.
Three Key Opportunities to Advance Advisor Relationships through the Home Office
This report leverages our latest survey of advisors about their home offices, as well as interviews with broker-dealer executives.
SmartSource for Partnership Investments: Are You Struggling with Schedule BA?
Schedule BA assets are tough to account for. Learn how to streamline tracking, collection, accounting and reporting processes for partnership investments.
Singularity for Treasury & Capital Markets
Discover an AI-driven investment accounting platform that modernizes treasury and capital market trade processing and settlement operations.
Singularity Foreign Exchange Solution
Discover a functionality rich Foreign Exchange system to serve the needs of client portal/front office, middle-office and back-office users.
SS&C’s Innovative Solutions for Insurers
Discover a modern investment accounting platform for insurers. Advanced middle and back office capabilities translate into savings and higher yield.
SS&C SmartSource for Insurers — Grow Your Business while Reducing Risk and Operating Costs with Automation and AI Technologies
SS&C SmartSource delivers an integrated suite of investment analytics, operations and accounting services through its Singularity cloud-based platform.
SS&C SmartSource for Bank Loans
Setting up, accounting for and reporting on bank loan activity has never been easier or more efficient.
SS&C SmartSource Insurance Advisory & Seminar Services
Having a partner with specialized knowledge in investment accounting, reporting and compliance enables insurers to free up staff for higher-value tasks.
SS&C SmartSource
Intelligent outsourcing solutions for middle and back-office services powered by today’s most advanced investment operations and accounting technology.
SS&C Learning Institute NeuroLab
The SS&C NeuroLab combines innovative technology and neuroscience to improve training programs through optimized engagement and retention.
Learning Services
Whether crafting a new course or enhancing an existing program, our production team can help design, develop and deliver bespoke learning programs.
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.
Financial Wellness: Top 5 Strategies to Improve Member Engagement by AON and Rice Warner
Learn more about our top five strategies to improve member engagement and the best initiatives for a well executed financial wellness strategy.
Financial Stress to Financial Wellness: Opportunity for Your Business
Learn more about the benefits of implementing a financial wellness strategy for your employees.
