Report
Environmental, Social and Governance
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October 26 - 28, 2025
SS&C Deliver Phoenix
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Brochure
SS&C Global Transfer Agency
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Transfer Agency/Unit Registry Operations Technology and Outsourcing Solutions.
Webinar
Mastering End-to-End BDC Operations: Expert Insights and Best Practices
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Your guide to mastering fund administration and SOX compliance—designed for BDC professionals looking to streamline operations and avoid common pitfalls.
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.
Secondaries in 2025: Insights for Private Equity Leaders
Discover key insights shaping the private equity secondary market, including growth drivers, tokenization, operational and data challenges. Download now.
Video
Inside the Hedge Fund Industry – ADFW 2024 Panel Discussion
Watch top hedge fund leaders discuss strategy, performance and industry trends in this exclusive ADFW 2024 panel discussion.
Whitepaper
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.
Navigating the Retail Alternatives Boom: Trends, Strategies and Insights for 2025
Explore key trends in retail alternatives for 2025. Gain insights on hybrid funds, regulations and distribution strategies. Register now!
SS&C Retail Alternatives Transfer Agency Solutions
Discover how SS&C Transfer Agency Solutions streamline operations, improve compliance and enhance distribution for alternative investments.
Infographic
A Virtuous Circle: The Advantages of Owning, Servicing and Licensing Proprietary Technology
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Learn how SS&C’s virtuous circle of proprietary technology, licensing and servicing drives innovation, efficiency and client success.
Hedgeweek Report: Multi-Managers - What’s Next? Key Trends, Regional Shifts and New Technology
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.
Streamlining Legal Administration for Enhanced Regulatory Compliance
Simplify legal administration for fund managers. Streamline compliance, reduce risk and focus on investments with SS&C’s expert solutions.
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?
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.
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.
Registered Fund Services: Tax Administration
Streamline tax compliance for registered funds with SS&C's tailored solutions. Ensure accuracy, efficiency and adherence to regulations.
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.
Registered Fund Services: Fund Administration
Simplify fund management with SS&C’s scalable, compliance-driven administration solutions. Optimize performance and accelerate growth.
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.
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.
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.
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.
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.
Unpacking Australia's Outsourcing Priorities
Discover Australia's outsourcing priorities: Over 50% cite technology, cost and location as key drivers. Download our full infographic for insights!
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.
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.
AEOI Masterclass
Learn how outsourcing AEOI compliance eases the burden on responsible officers and internal compliance teams while reducing the risk of non-compliance.
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.
SS&C AML Solutions
SS&C AML Solutions streamlines compliance with advanced technology, automating KYC/AML processes, reducing risk and ensuring global regulatory adherence.
The Growing Opportunity in Retail Alternatives
Discover why retail investors are embracing alternatives and how fund managers can capitalize. Download the whitepaper now.
Venture Capital Solutions
SS&C's extensive venture capital knowledge, makes us able to provide thoughtful analysis and solutions that can assist each individual firm’s needs.
Unlock the Power of Private Markets with SS&C
Discover SS&C's private markets solutions for streamlined operations, tailored tech and expert support. Download our brochure to boost your fund's success.
How to Transform Your Bank with Fintech Services
Transform your bank with SS&C’s fintech solutions. Enhance efficiency, manage risk, cut costs and drive growth. Download our brochure to learn more.
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.
Enhancing Operational Alpha
Pursuit of greater alpha and well-diversified asset allocation in institutional and retail asset management ushers in a new era of investment opportunities.
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.
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.
Transform Your Client Connectivity with SS&C Digital360
Enhance investor engagement with SS&C Digital360: personalized portals, automated efficiency and seamless experience. Download the brochure to learn more.
Optimize the Private Lending Lifecycle
The loan lifecycle within private credit can be complex and calls for technology specific to private credit administration.
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.
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.
Unlocking Expertise, Amplifying Value and Empowering Our Customers
Learn about the acceleration of complexities in the asset management space over the next 12 months in the US.
Navigating the Evolving Asset Management Landscape
Notable trends in the asset management industry are accelerating the complexity of challenges that will face asset managers in the coming years.
Algo Credit Manager, Powered by Intelligent Automation
The SS&C Algo Credit Manager solution, powered by Intelligent Automation, manages financial covenants more effectively and efficiently.
Angel Oak and SS&C Discuss Insurance Company Demand for Residential Loans
Angel Oak's Institutional Client Group and SS&C discuss insurance investors’ ongoing demand to add residential loans to portfolios.
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.
Singapore Management Company Administration and Compliance Services
With 15+ years of experience in administration, accounting and reporting services, discover how SS&C can help unlock compliance efficiency and accuracy.
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.
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.
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.
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).
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.
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?
What Key Characteristics are LPs Looking for in Emerging Fund Managers?
Discover the key characteristics of and how emerging managers are scaling up and unlocking serious LP capital.
SS&C Algorithmics - Risk-Aware Decision Making
SS&C Algorithmics is a technology‑powered solution for advanced financial risk management targeting banks, insurance companies and asset management firms.
Case Study
VentureSouq Automates Processes and Grows with SS&C Fund Administration Solutions
Discover how we supported this leading venture capital fund manager to streamline processes and grow their business.
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.
SS&C Algorithmics for Credit Management - Credit LifeCycle
SS&C Algorithmics Credit Manager provides financial institutions with end-to-end support throughout the credit lifecycle, meeting regulatory standards.
eBook
To Bundle or Unbundle? Key Considerations for Fund Managers Launching in Europe
What are the key considerations for fund managers launching in Europe? Learn how working with independent providers can be advantageous to your success.
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.
Understanding Opportunities in the European Market
APAC-based managers looking to Europe as a new source of capital need to consider market nuances and regulatory requirements
FRTB Implementation: Key Insights and Learnings
SS&C Algorithmics shares key learnings on FRTB implementations and challenges facing banks between the choice of standardized or internal model approach.
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.
Article
FRTB: A Question of Strategy for US Banks
Risk.net and SS&C Algorithmics explores the global FRTB implementation landscape and its current state of play.
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.
Real Estate Solutions
SS&C services and solutions span the entire fund lifecycle and our real estate industry experts give you a competitive advantage.
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.
Best Practices During Rising Interest Rates: How to Model ALM Deposit Funding Mix
Join experts from SS&C Algorithmics and d-fine for an exclusive online event designed specifically for Financial Services and Banking.
Unlock Your Investment Potential: The Key to Understanding Risk Profiles and Performance Contributors
Learn about the newly launched SS&C Analytics Reporting Service, that delivers financial risk and performance analytics as standard report packages.
SS&C Algorithmics for Credit Management - Limits and Exposure
SS&C Algorithmics for Credit Management empowers managers to more effectively identify, price, control and monitor credit risk across any asset class.
Algo Market Risk - Risk Management for the Future
Algorithmics Market Risk for Banks empowers financial institutions to evaluate, understand and supervise market risk across asset classes and risk components.
Spotlight on Expanding into the UAE - Episode 1
Valuable insights into the attractions of the Middle East for fund managers, investors, and financial institutions.
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.
Webinar Transcript: Tapping into European Capital: How You Can Raise Capital in Europe
Get up to speed on insights and strategies to equip asset managers with what is needed to tap into the capital opportunities in Europe.
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.
Streamline Infrastructure Fund Administration
Simplify infrastructure fund administration easily: unique investor setups, complex assets, and diverse currencies managed efficiently.
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?
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.
Tokenization – One Way to Transform the Asset Management Industry
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.
ESG Reporting
By partnering with leading third-party providers, SS&C offers an extensive suite of services and support in ESG data management, reporting and oversight.
Tapping into European Capital: How You Can Raise Capital in Europe
Insight from a legal, operational, and capital-raising perspective to enable managers to commercialize the trend of LPs allocating to EU fund structures.
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.
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.
Embracing the New - Decoding LPs' Perspectives on Emerging Managers Report
Discover how up-and-coming emerging fund managers are getting ahead and attracting LP investment in a competitive market in our new report.
Emerging Fund Managers – Be the Next Big Thing
Transform your impact as an emerging fund manager by teaming up with a strategic partner who can support you across the fund lifecycle.
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.
10 Global Tech Trends for Private Debt Lenders to Consider
Discover the 10 considerations when selecting a global loan management solution.
Emerging Managers vs Re-Ups
How are emerging fund managers staking their claim to LP funds in today’s competitive landscape?
Research Brief
Key Findings: Decoding Perspectives on Emerging Fund Managers
10 takeaways and trends from Private Markets LPs and GPs on investing in emerging fund managers
Embracing the New - Decoding LPs' Perspectives on Emerging Managers
In the midst of a challenging fund-raising environment, this webinar will shine a light on limited partners’ (LPs’) sentiment towards emerging managers.
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.
Leveraging Operational Efficiencies to Enhance Performance
Learn how managers can improve their operational efficiency, better meet investor requirements and how technology impacts industry target operating models.
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.
Key Trends Impacting the Private Fund Sector
What sectors and potential market challenges should be top-of-mind for the rest of 2023 into next year?
Private Market Solutions in the Middle East
Navigate regulatory demands and increasing operational complexity in the Middle East with ease.
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.
SS&C Analytics Reporting Service
SS&C Analytics Reporting Service offers a turn-key standard report package streamlining your operations by eliminating manual, tedious processes.
UK Management Company Administration and Compliance Services
SS&C's full end-to-end solution is designed to support emerging and established fund managers across all asset classes.
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
DBC Housing
DBC Housing is the most widely used modeling and structuring program for mortgage-backed bonds in the tax-exempt housing market.
DBC PortOpt for Lotteries
DBC PortOpt for Lotteries specializes in structuring new portfolios and re-optimizing existing portfolios to meet known cash flows.
DBC Debt Manager
DBC Debt Manager is the optimal debt management solution for municipal issuers, tracking all critical information on debt from issuance through maturity.
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.
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.
Singapore VCC Update
Singapore passed legislation to create the Variable Capital Company or VCC. So what does the future hold
Are You Capitalizing on LP's ESG Themes when Fundraising?
What should GPs consider from a legal, operational and capital-raising perspective? Listen as we navigate the path forward to more sustainable investing.
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.
Ease the Pain of Form PF Compliance
Proposed Form PF changes at a glance understanding the complete rewrite of the form’s questions and regulatory reporting requirements and burdens
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.
Expert Insight into the VCC Structure in Singapore
The genesis of the Variable Capital Company (VCC), where it stands today, and things to consider if you're considering applying for a VCC.
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
DBC Finance
DBC Finance is the industry standard for municipal finance structuring and reporting, used by underwriters, financial advisors and bond issuers.
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.
Solutions for Infrastructure Funds
Debt, equity and, all fund investment vehicles types, outsourcing and bespoke co-sourcing supporting all aspects of an infrastructure fund's operations.
Looking to Expand the Distribution of Your Strategy Globally through an EU Regulated Vehicle?
Understanding the European regulatory regime (AIFMD, UCITS and MiFID); Timeframes and the governance and operating model requirements.
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.
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.
Outline of ETF Structures for Asset Managers
An active transparent ETF may be a more suitable strategy, especially under 6c-11 and custom baskets. Explore the right product wrapper for your strategy.
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.
Building an Operational Advantage
SS&C offers a full range of Private Markets services to support all asset classes from today's private credit requirement to tomorrow's private equity deals.
SS&C in India - Supporting Private Markets Globally
SS&C private markets in India. A global support services framework for private markets clients managed out of India.
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.
Private Markets Value Chain
Manage sophisticated requirements via operational solutions and services across the full lifecycle of a Private Markets fund
What Managers Need to Support a New Fund Launch
Top four considerations to make when launching a new fund. Download our article to read key insights from SS&C and the founder of Gordian Capital.
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.
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.
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?
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.
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.
Exceed Investor Expectations. Grow Your Business.
Our asset management offering spans alternatives, transfer agency, fund administration, outsourcing, retirement, digital and distribution solutions.
Uncleared Margin Rules (UMR)
The next phase of Uncleared Margin Rules (UMR), which the industry is unofficially calling “Phase 7”, goes live soon
Interval Alts Turnkey Plus: Interval Funds Made Easy
A new solution, Interval Alts Turnkey Plus, offers the best of both worlds: full outsourcing, greater product control and reduced risk for asset managers.
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.
HiPortfolio Pre-Upgrade Testing Service
Reduce costs, lower risk, and streamline solution upgrades by letting SS&C handle the functional testing for you. Download this brochure to learn more.
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.
SS&C Front-to-Back Solution
Optimize and protect investment returns through a "front-to-back" solution that brings both modern technology and deep domain expertise.
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.
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.
Getting Up to Speed with IRS Regulations: Reporting and Transparency Requirements for Schedules K-2 and K-3
Listen as SS&C Algorithmics discusses best practices in the implementation of FRTB across jurisdictions including the role of cloud-based architecture.
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.
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.
LTAF Funds: Practical Considerations for Firms Looking to Establish an LTAF
What are Long-Term Asset Fund (LTAF)? We discuss the background of an LTAF, how it works, who it is designed for and how to launch an LTAF.
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."
The Meteoric Rise in Debt Funds in EMEA; Considerations for First Time Funds
There has been a rise in the interest for and supply of Debt Funds in the market in EMEA. What should new entrants look for when starting a debt fund?
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.
Digital Operations for Superannuation Funds
SS&C’s Digital Operations model for superfunds leverages unmatched automation to deliver better member outcomes
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.
Our Digital Operations model for super funds is built on a highly automated business processing administration platform leveraging industry best practices.
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).
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.
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.
REST Services Gateway Simplifies Systems Access and Integration
Deploy RESTful APIs alongside existing HiPortfolio environments, and provide secure simplified access to hundreds of HiPortfolio functions.
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
ESG and Data, Forces Changing How We Live and Do Business
Infrastructure investing is top of mind for investors today. What are the latest trends changing how we live and due business today?
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.
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.
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.
The Modernized Irish Investment Limited Partnership (ILP)
SS&C, the world’s leading fund administrator, supports ILP for collective investment schemes such as private equity and real assets investment vehicles.
Ten Digital Trends in Superannuation
The Australian superannuation sector is undergoing significant changes and the need for transformation is more critical than ever.
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 Ranked Top Fund Administrator for Single- and Multi-Manager Hedge Funds
To keep up with the developments, watch our social channels for GC’s interview with Rob Stone on how we’re raising the bar on administration, and subscribe to our eBriefing.
More than Fund Administration
The global shift to remote working has led alternative investment managers to recognize fund administrators are more than just service providers.
Mind the Gap: Ensuring a Smooth LIBOR Transition
Do your London Interbank Offering Rate (LIBOR) transition plans cover required changes across your organization? Find out what key areas to prioritize.
LIBOR Transition - ARRC and LSTA Overview
Get reading for LIBOR and discover resources on ARRC and LSTA and overview from our LIBOR Transition and the New Normal webinar.
How Hybrid Business Process Outsourcing is Powering Australia’s Superannuation Funds
With rigorous regulation, consumer demands and rapid technological transformation, superfunds need to focus on member outcomes and fund sustainability.
SS&C Emerging Managers Front-to-Back Solution
A front-to-back solution for emerging managers is an essential starter kit that enables you to attract investors, launch fast, and hit the ground running.
SS&C Data Services Solution
Learn more about SS&C Data Services and how it can help you import, aggregate and manage critical data. Spend more analyzing and acting on your data.
Private Equity Wire’s Technology Summit Data Analytics Panel Discussion
What are the latest technology developments available to Private Equity groups to improve efficiency in data management?
Private Equity Wire’s CFO/COO Summit Operational Due Diligence Panel Discussion
Discussion on new trends and challenges of ODD from SS&C and other industry experts during the Private Equity Wire's CFO/COO 2021 Summit.
Introducing SS&C FundHub – A Platform for Institutional Alternative Fund Investors
Save time and money, eliminate errors, conduct meaningful analysis and report on aggregated data with FundHub.
The Opportunity in Opportunity Zones
What are QOZs and why are they so attractive to investors. A discussion of the benefits and nuances and more from a fund manager's perspective.
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.
Social Trading: A Symptom of COVID or Systemic Opportunity
The boom in equity trading volumes and stock price movements is leading Institutional Investors and Managers to try to better understand social media.
SS&C Dialogues: Navigating through Disruptive Innovation in BFSI
Banking, financial services and insurance experts discuss their personal experiences and projections for what's next in navigating through disruption.
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 Funds Update for Cayman Funds
Private Funds update for Cayman Funds- scope, timing, and ongoing obligations; FAR reporting; AML/KYC update; Legal, structuring, tax considerations.
Launching an Investment Fund Post Pandemic: What has changed?
What can investors expect when launching a new fund post-COVID Pandemic? Industry experts discuss ODD, fundraising, service providers, valuations and more.
LIBOR Transition and the New Normal
Learn from a cross-section of industry experts as they share their ideas and work tackling some of the most challenging LIBOR questions.
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.
Fund Manager Briefing: Debt vs Equity Real Assets
What are the pros and cons of financing vs investing in real asset investments? Experts discuss the recent trends and challenges of each strategy.
From Good to Great - Unshackling of the Private Equity industry & the Road Ahead
As the PE industry expands in India what are the future challenges. We discuss the acceleration of technology, the role of service providers and more.
Energy Risk Management: Managing the Uncertainty in Traditional Energy Sources
A panel of experts discuss the issues top of mind in the energy sector including, inflation, COVID pandemic, ESG mandates and supply chain interruptions.
Emerging Managers: Operational Considerations for Managing Risk
What are some of the operational nuances including cost containment and changes in valuations that EM’s should consider when starting a fund?
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.
ESG Investing 2.0 – Environment, Social and Governance-Oriented Investments in a World With COVID-19
Watch our 3-in-1 webinar as our panel of experts explore the latest ESG compliance requirements and tools.
Dislocations in Valuations: Operational Reporting and Communications in a Market Correction
We examine what valuation specialist and auditors require to endorse valuations and the challenges fund managers face when reporting to investors.
Collaborating in a Crisis - Asset Allocators and Asset Servicers Working Together Today and Preparing for Tomorrow
Watch our webinar as we discuss our experiences and process managing through a crisis and how it came to life during the global pandemic.
CP86 Evolution and Challenges of the Central Bank of Ireland Guidance Paper
Review the challenges of the fund management companies guidance (CP86) issued by the Central Bank of Ireland.
2020 Valuations – A Discussion on Key Considerations, Data Points, and Market Influences
How did firms successfully managed 2020’s extreme volatility with their valuation processes. What are the recommendations for best practices going forward.
SS&C in Ireland: Key Industry Themes - Part 2
A perspective from our Ireland team on trends in the industry post-COVID; The ManCo space—thoughts on the market outlook; Excitement around the ILP.
SS&C in Ireland: Coffee with Arun Neelamkavil and John Madigan to Discuss Key Industry Themes
A brief look into key trends in the Irish market, thoughts on recent developments and the market outlook, and how the market will develop.
Private Equity Fundraising in the New Decade
Industry experts explore the variety of asset-raising channels that are available to private equity managers in this new era.
Lyric in Action: Digitizing and Automating Alternatives
SS&C Lyric is transforming retail alternatives by digitizing the subscription process, simplifying the client experience and providing transparency.
Lyric in Action: Bringing a Technology Vision to Reality
Lyric combines microservices, AI/Machine Learning, and distributed ledger technology with SS&C’s global technology infrastructure and FinTech leadership.
The Future of Financial Services, Now
SS&C Lyric, our global recordkeeping platform, helps make operations safer, more efficient and delivers the digital experiences today’s customers demand.
Experience is Everything
The world’s leading private equity fund administrator, delivering fund accounting, reporting, investor reporting and tax services.
Tech-powered Solutions and Service for Portfolios Owning Hedge and Private Equity Fund Investments
Asset allocations in hedge and private equity funds continue to increase as investors look for diversification and protection from market volatility.
Superannuation Funds Registry and Servicing: Is Outsourcing the Answer?
Superfunds are now choosing to outsource registry platforms and servicing operations, or reevaluate your service provider’s technology and services.
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’s Comprehensive Solution for Irish Fund Management Companies
Discover SS&C’s comprehensive solution for Irish Fund Management Companies. Explore SS&C's suite of applications.
SS&C GoCheck: Mitigate Operational Risk and Evidence Your Regulatory Compliance
SS&C GoCheck is an online task management platform that can be used to improve task performance and increase business success.
SS&C GlobeOp Solution for Asset Allocators
SS&C offers full technology and data management to asset allocators. Capabilities support Investment staff, Operations, Accounting and Treasury.
SS&C Business Process Outsourcing for Superannuation
BPO can maintain your non-core IT, process and registry functions, which frees you to focus on what matters most—your member outcomes.
SS&C Altair
Superior portfolio management, investment accounting, and reporting for financial services firms which complies with legislation
Registered Fund Services
Explore SS&C's Registered and Private Fund Services: innovative technology, dedicated support, and flexible solutions for your fund needs.
Private Capital
Learn more about our most complete suite of software and services for superior management of private wealth and enhanced client engagement.
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.
Outsource Mortgage REIT Accounting to Our Experienced Professionals
Whether you are an established mortgage REIT or looking at the REIT structure as an attractive strategy, SS&C’s experienced professionals can help.
Optimize Your Tax Strategy with Expert Knowledge and Service
SS&C Alternative Funds Tax Services helps over 200 fund clients comply with global tax regulations while minimizing their tax burden.
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.
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.
ILS Administration Services
We provide the most comprehensive solution for insurance-linked securities in Bermuda. Learn more about SS&C's support model for ILS administration.
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.
Expertise in Firm Operations, Accounting and Financial Reporting
SS&C's dedicated team of experts in Private Equity Services delivers expertise in firm operations, accounting and financial reporting.
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.
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.
Data Services
Utilize our extensive experience and proprietary technologies to merge your accounting and operational data to make faster, more-informed decisions.
Comprehensive Administration Services for Business Development Companies
Outsourcing fund accounting, middle-office functions and back-office processing allows you to focus on fundraising, deal making and market opportunities.
Choosing the Right Hedge Fund Partner
Learn why launching a hedge fund involves planning for operations as well as overall strategy. The faster you get up and running, the faster you growing.
