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Environmental, Social and Governance
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October 26 - 28, 2025
SS&C Deliver Phoenix
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Secondaries in 2025: Insights for Private Equity Leaders
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Discover key insights shaping the private equity secondary market, including growth drivers, tokenization, operational and data challenges. Download now.
Whitepaper
Five Key Priorities for US Family Offices
Explore five key priorities for US Family Offices, from risk management to technology modernization, to ensure long-term success.
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.
Video
Trends in Balance Sheet Management and Risk Interconnectivity
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Leo Armer at SS&C Algorithmics dives into many industry topics such as climate risk management, generative AI and others with RiskMinds.
Brochure
VELO Physical Risk Exposure Reports, Powered by Riskthinking.AI
Get firm-level insights into public companies' climate risk exposures. Enhance due diligence, streamline reporting with Riskthinking.AI.
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.
SS&C FundHub AI
SS&C FundHub AI revolutionizes fund management with AI-powered insights, tackling unstructured data with 99-100% confidence for smarter decisions.
Onboarding New Investment Portfolios- How to Speed up the Process
Speed up onboarding new investment portfolios with a standardized, scalable process. Use this checklist to ensure timely, accurate onboarding for insurers.
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.
Industry Experts Can Help Asset Managers Stay Ahead
Learn how SS&C’s experienced relationship management team delivers diverse perspectives to our clients to help them succeed and stay ahead.
Driving Value for SS&C Clients
Learn what sets SS&C's relationship management team apart from the competition and the value it drives for clients.
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.
Podcast
Angel Oak and SS&C Discuss Insurance Company Demand for Residential Loans
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Angel Oak's Institutional Client Group and SS&C discuss insurance investors’ ongoing demand to add residential loans to portfolios.
Technology Partnership Provides Growth Opportunity for Independent Insurance Asset Managers
Independent Asset Managers: Win a larger share of insurance asset allocation mandates with value-added accounting and regulatory reporting services.
SS&C Loan Solutions: Full Technology Suite for the Entire Transaction Lifecycle
Support for the entire loan lifecycle from origination to maturity. Unmatched loan product coverage for a broad list of lenders and transaction types.
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).
Family Offices: A New Era of Growth
Our report with Hedgeweek features insights into the changes Family offices have experienced and where they are in 2024.
Infographic
SS&C Algorithmics - Risk-Aware Decision Making
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SS&C Algorithmics is a technology‑powered solution for advanced financial risk management targeting banks, insurance companies and asset management firms.
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.
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.
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.
Real Estate Solutions
SS&C services and solutions span the entire fund lifecycle and our real estate industry experts give you a competitive advantage.
Webinar
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.
Tips for Ensuring a Smooth 2023 Annual Filing Process
The annual NAIC filing deadline is coming up quickly for insurance investors. In this podcast, learn tips for a smooth filing process.
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.
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.
Operational Challenges with Complex Assets: Navigating Technology Solutions for Diversified Institutional Investment Portfolios
Explore trends gaining attention from institutional investors and how to meet operational and accounting challenges that can arise with diversification.
What Insurers Need to Know about CECL
Learn why CECL is important for insurance investors and how treating it as more than an accounting "check the box" exercise can support success.
Can ChatGPT Unlock Better Investment Portfolio Selection
SS&C Algorithmics explores the potential of generative AI models like ChatGPT for investment portfolio selection.
Episode 97 of the Global Captive Podcast
SS&C's Dennis Moore, Senior Sales Executive, and Scott Kurland, Managing Director discuss how SS&C fits into the captive value chain.
Video Q&A with Andrew Aziz, Chief Strategy Officer and Head of Product, SS&C Algorithmics
Andrew Aziz, Chief Strategy Officer from SS&C Algorithmics shares steps for a more robust approach to ALM practices in 2024 in an exclusive interview.
Market Risk Management Product of the Year: Winner’s Interview with Andrew Aziz
SS&C Algorithmics wins Risk.net Markets Technology award for Market Risk Management Product of the Year for the Algo Market Risk solution.
Advanced Financial Risk Management & Regulatory Capital
See how your organization can benefit from market-leading financial risk, regulatory capital and performance management solutions from SS&C Algorithmics.
Navigating the Landscape of Asset Management
SS&C Asset Management Solutions include portfolio management and accounting, middle office services, risk, performance and compliance.
5 Things to Look for in an Investment Accounting Provider
Selecting an investment accounting provider is one of the most important decisions for an insurance company. Make sure your vendor meets these 5 criteria.
How SS&C Tax BrightLine Complements Your Tax Advisor
The combination of Tax BrightLine and your professional tax advisor delivers the ultimate tax strategy for your funds and for your business.
Algo Risk Service for Asset Management - Algo Portfolio Optimization Add-on
Simulation-based portfolio optimization framework designed to support risk analysts, asset allocation specialists and fund managers.
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
Unipol Gruppo - A Case Study in Climate Risk
Learn how SS&C Algorithmics helped Unipol grow its business through improved risk modeling.
Case Study
US Life Insurer Selects SS&C Insurance Solutions for End-to-End Alternative Investment Management
Learn how one insurance investment team is solving operational, accounting and reporting challenges using a more automated integrated solution.
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.
Tax BrightLine for Regulated Investment Companies - Know Where You Stand in Real Time
Regulated Investment Companies have complex tax requirements that exhaust time and resources. Eliminate the strain of tax reporting and compliance.
How Artificial Intelligence-Driven Tech Drives Real Results for Insurance Investors
Learn about practical applications and use-cases for harnessing the power of AI-driven technologies to increase scale and protect yield.
IASA Named SS&C the 2023 Solution Provider of the Year
Insurance investment accounting teams look to SS&C for advanced technology experience and service excellence. Learn why.
eBook
4 AI Technologies, 10 Benefits for Insurance Investment Operations
Discover 10 ways AI-driven technology helps insurance investment accounting teams to increase yield and overcome operational challenges.
China CITIC Bank Rapidly Implements SS&C Algorithmics FRTB Solution
Uncover how China CITIC Bank efficiently implemented the SS&C Algorithmics FRTB Solution, driving best practices in just six months.
Top North American Insurer Achieves a 360 Degree Credit Risk Framework for Limits and Exposures on Cloud
SS&C Algorithmics Credit Management solution helped a top North American insurance company achieve a comprehensive limit and exposure framework.
Achmea Improves Market Risk Management with SS&C Algorithmics
Achmea goes live with the new architecture of SS&C Algorithmics for Insurance improving their market risk management.
ERM Reboot: How Insurers Are Turning Risk Decisioning into Strategic Advantage
ERM is a powerful strategy with two critical objectives: ensuring regulatory compliance and establishing a framework for healthy investment risk appetite.
SS&C FundHub
SS&C’s FundHub is a sophisticated middle to back office solution designed to provide workflow efficiency tools to help maximize your investing potential.
Insurers Get Real About Real Estate
Hear from an expert panel how real estate offers attractive investment opportunities for insurers despite sector volatility.
Private Lending Opportunities Abound in Distressed Real Estate Loans
Thanks to a difficult confluence of factors, CRE as an asset class is facing challenges. Learn about the more well-known factors causing the struggle.
Liquidity Stress Testing for Market Risk Management
Integrated market liquidity risk analytics solution designed to support chief risk officers, risk specialists and fund managers.
2023 Insurance Asset Management Technology and Investment Outlook with SS&C's Scott Kurland
Listen as Stewart Foley of InsuranceAUM.com discusses with SS&C how technology can improve investment operations.
SS&C Algorithmics Unipol Case Study - Climate Risk
Unipol Gruppo discusses the challenges of climate risk and how SS&C Algorithmics helps implement climate related models directly into their solution.
Modeling Crypto Returns with Multivariate Affine Generalized Hyperbolic distribution
SS&C Algorithmics research on modeling crypto with Multivariate Affine Generalized Hyperbolic distribution (MAGH).
Unlock After-Tax and Operational Alpha through a Data-Driven Tax Strategy
Today’s market lacks technology driven tax insights. Manage tax exposure, and maximize returns, while meeting investor requirements and fiduciary duty.
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.
Insurance Investment Managers Can Optimize PE Returns: Q&A
Read this FTF News Q&A with SS&C insurance investment accounting leaders to learn about optimizing portfolios amid major industry shifts.
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.
Powerful Interface for Configuring Financial Risk Calculations
Brower based application to view, or configure risk parameters, and execute ad-hoc runs for buy-side and sell-side financial risk calculations and reports.
Fund Technology, Data & Operations, North America 2022
Strategic acquirers in asset management must navigate the challenges of large scale transition. Read this report to prepare for success.
Exceed Investor Expectations. Grow Your Business.
Our asset management offering spans alternatives, transfer agency, fund administration, outsourcing, retirement, digital and distribution solutions.
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.
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.
Borrowers Viewpoint
Borrowers Viewpoint lets commercial, multifamily and residential lenders offer a modern, web-based experience for borrowers.
Precision LM Web Origination
Empower your producers with web-based, secure access to pipeline reporting, dashboards and detailed information on your borrowers and loans.
The Convergence of Insurance, Alternatives and Private Equity
Higher yields continue to drive deal making between insurers and alternative managers. Learn how to protect your investment strategies.
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.
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.
ESG Prevalence Across Insurance Investment Portfolios: A State of the Industry Report
Read this report for insights on how insurers and asset managers are expanding their exposer to ESG investing.
SS&C's Solutions for the Insurance Industry
Disparate systems and cobbled together data are a thing of the past. With SS&C solutions for Insurance, a front-to-back office service model is here.
The Evolution of Commerce and Advice: Three Key Areas to Address in 2021 and Beyond
Read about how choosing the right platforms and operations can help you future-proof your business in the face of trends.
Solving Complex Needs to Drive Asset Growth
Discover how our Global Wealth Platform can help resolve common wealth management challenges, help attract new client assets and improve efficiency.
Relationship Building Goes Digital
Wealth managers are adopting digital tools and technologies that help them service their clients and provide ways to strengthen relationships.
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.
Singularity + Precision LM
Manage loans/traditional investments on a single platform including better risk management, reporting flexibility, and regulatory change management.
SS&C's Performance Analytics Service
As an asset manager or an asset allocator, how do you make sense of a vast array of complex, analytical information?
SS&C Testimonials - Castellan
Castellan Real Estate Partners’ CFO explains how SS&C provided the expertise and technology to help successfully manage their growing loan portfolio.
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?
Investment Operations Managed Services: Client Perspectives
Learn about the benefits realized from the automation, enhanced infrastructure, and resource efficiencies that managed services deliver.
Distressed Credit and the Role of Technology
Distressed debt can offer investor opportunities for the well-prepared. Hear experts from across the industry discuss servicing pitfalls and solutions.
Total Return
Learn more about our fully integrated portfolio management, financial and partnership accounting for family offices and funds.
Streamline Unified Managed Account (UMA) Strategies
SS&C has demystified the operations and management of UMAs so you can deliver these very flexible structures throughout your product suite.
SS&C STATReporting
Streamline your STAT reporting process, continuously audit your data, ensure proper set up, and easily produce reports with this new module.
Family Office Services
SS&C offers fully integrated, multi-currency portfolio management, financial and partnership accounting for family offices.
SS&C Precision LM , Servicing, Accounting, Asset Management, Investor Reporting and Origination
A single integrated servicing platform for all commercial/multifamily loan products, including complex participations and investor structures.
SS&C Loan Administration Services for Private Debt Funds
We provide origination, loan accounting & servicing, fund administration and more to nonbank lenders looking to outsource private debt loan administration.
SS&C Global Lending Technology & Services
Software and services for a diverse, global client base. Extensive experience supporting organizations investing in a broad range of loan types.
PortPro Investment Center
A suite of fully integrated, web-based financial information tools designed to streamline investment portfolio accounting and asset/liability management.
Pacer
The multi-currency portfolio accounting solution of choice for investment managers of diversified global assets.
Lightning
Fully integrated and comprehensive web-based SaaS solution that seamlessly links front-, middle- and back-office fixed-income securities processing.
Scalable Investment Operations to Help Grow Your Business
Position your firm for growth with a comprehensive front-to-back office solution that automates key business activities and reduces operation risk.
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.
