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Environmental, Social and Governance
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October 26 - 28, 2025
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Whitepaper
Strengthening Security and Performance in EMEA
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Discover how a hybrid multi-cloud strategy enhances AI security, performance and compliance in EMEA financial services. Download the whitepaper now.
Brochure
Algo Credit Regulatory Capital for Banks – Beyond Compliance
Download our brochure to explore how Algo Credit Regulatory Capital helps banks streamline compliance and optimize capital management.
SS&C Managed IT Services - Cybersecurity
Protect your firm from cyber threats with SS&C’s cybersecurity services, including risk management, compliance and Fractional CISO leadership.
SS&C Managed IT Services
Simplify IT operations with SS&C Managed IT Services. Secure, scalable solutions that reduce risk, enhance compliance & accelerate digital transformation.
SS&C Managed IT Services - Business Continuity and Disaster Recovery
Protect your business from IT disruptions with SS&C’s BC/DR solutions. Expert planning, testing and compliance alignment ensure resilience and recovery.
SS&C Managed IT Services - Strategic IT Consulting
Maximize IT performance & business alignment with SS&C’s Strategic IT Consulting. Modernize infrastructure, optimize security & future-proof technology.
SS&C Managed IT Services - Managed Cloud
SS&C’s secure cloud solutions help financial firms migrate seamlessly, enhance performance and meet compliance mandates like SOC 2 and ISO 27001.
SS&C EVOLV: Integrated Risk and Finance
Streamline CECL compliance with SS&C EVOLV—an integrated risk and finance platform that enhances efficiency, transparency and reporting.
Identify and Prevent Payment of Suspicious Pharmacy Claims
Learn how SS&C Health’s FWA Sentry can identify and prevent suspicious pharmacy claims with real-time monitoring and expert reporting.
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.
FRTB Implementation Across Central and South America
Stay ahead of FRTB regulations in Central and South America with country-specific updates and preparation strategies.
SS&C Analytics Reporting Service
Discover SS&C Analytics Reporting Service for on-demand performance measurements, streamlined data management and enhanced decision-making.
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.
Algo Climate Scenarios for Transition Risk, Powered by CLIMAFIN
Advanced climate risk management solution: Achieve regulatory compliance, optimize portfolios, strengthen resilience with cutting-edge scenario analysis.
Video
A Lifetime of Learning
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Explore how globalization, digital transformation and upskilling are reshaping careers in this insightful BRN interview with Andy Madigan and Jeff Snyder.
Trends in Balance Sheet Management and Risk Interconnectivity
Leo Armer at SS&C Algorithmics dives into many industry topics such as climate risk management, generative AI and others with RiskMinds.
Compliance Consulting Solutions for APAC Financial Institutions
Optimize your compliance strategy with SS&C's solutions for APAC financial institutions. Expert guidance, cost-effective strategies & regulatory alignment.
Webinar
AEOI Masterclass
Learn how outsourcing AEOI compliance eases the burden on responsible officers and internal compliance teams while reducing the risk of non-compliance.
Prepare for the New Form PF Reporting Requirements
Form PF Reporting requirements including the expanded reporting requirements, timelines and deadlines and preparation strategies.
SS&C AML Solutions
SS&C AML Solutions streamlines compliance with advanced technology, automating KYC/AML processes, reducing risk and ensuring global regulatory adherence.
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.
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.
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.
VELO Physical Risk Exposure - Enterprise Platform, Powered by Riskthinking.AI
Integrate climate risk data into your investment strategy with VELO. Access public company data, proprietary asset scores and global exposures.
Algo Pricing Library Toolkit
Unlock SS&C Algorithmics pricing with our Algo Pricing Library Toolkit. Seamlessly integrate advanced models using Python or C++. Download now!
Navigating SEC Rule 13F-2 and Form SHO Reporting
Join us for our webinar with ACA Group to stay ahead of the new SEC Rule 13F-2 and Form SHO reporting requirements.
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.
Case Study
Financial Risk Management in the Cloud: Unlock Significant Cost Savings with Autoscaling
Optimize financial risk management with SS&C Algorithmics' cloud autoscaling to optimize compute usage and significantly cut costs.
Financial Risk Management Cloud Migration: A Containerized Approach is Fast, Efficient and Cost-effective
Transform your financial risk management with SS&C Algorithmics' cloud migration. Discover cost savings, agility and security.
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.
The Climate Risk Imperative and What it Means for Financial Risk Management
Learn how Riskthinking.AI and SS&C are working together to bring stochastic climate data into the heart of financial risk management.
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.
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.
A Time-Change Approach for Short-Term Interest Rate Modelling
Gain comprehensive insights into our research and discover advanced methodologies for managing interest rate risks amidst global economic changes.
Assessing the Materiality of Climate Risks
Climate risk management for CROs. Learn how an ERM approach helps assess and mitigate climate risks effectively.
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.
Transforming Credit Risk Management with a Single Source of Truth
Learn how SS&C transformed credit risk management for a multinational bank. Achieve unified views, real-time monitoring and efficiency.
Unlock Powerful Business Insights with SS&C Sightline's Scalable Business Intelligence Platform
Sightline's Data Integration, Data Transformation and Report Generation/Visualization capabilities enable businesses to securely perform their best.
ECDS: How One Client Prepared for NCQA Digital Measure Expansion
Case study: Challenges and results supporting HEDIS measurement, Star Rating performance and leveraging interoperable clinical data; NCQA ECDS strategy.
The Future of Intelligent Automation for Next-Level Risk Management
SS&C Algorithmics partnered with Risk.net for a webinar discussing the strategic, operational and ethical implications of automation in the banking sector.
Investing in SS&C's Compliance Offering
Changing regulations from the SEC and other agencies in response to market dynamics, technology advancements, investor protection and transparency.
Changing Regulatory Landscape
Treasury and Capital Markets Trade Processing, Investment Operations and Accounting
SS&C Singularity revolutionizes Treasury and Capital Markets trade processing with AI, ML and Predictive Analytics, delivering unmatched efficiency and savings.
SS&C Transfer Agent Client Advantage
Learn how you can benefit from your existing SS&C relationship by working with one Transfer Agent and Blue Sky provider.
Bank Increases Revenue
SS&C EVOLV transforms a mid-size bank’s end-to-end allowance process with a unified risk and accounting platform.
Top 40 US Bank with $65+ Billion in Assets
Top 40 US Bank with $65+ Billion in Assets Streamlines finance architecture, automates accounting processes & enhances reporting capabilities With EVOLV.
Top 10 US Bank with $350+ Billion in Assets
Top 10 US Bank with $350+ Billion in Assets achieves 30% reduction in operating costs through automation of complex accounting processes with SS&C EVOLV.
The Comprehensive Loan Solution for REITs
SS&C EVOLV offers insight to navigate complex banking challenges with leading cloud-based integrated risk and finance solution.
Mortgage Servicing Rights (MSR) Solution
SS&C MSR Accounting solution provides a reliable end-to-end solution with Master Servicing Rights, streamlining the process with precision and efficiency.
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.
eBook
Blue Sky Administration
Learn how to uncover the benefits of SS&C Blue Sky Administration’s full technology and service offering to help overcome operational challenges and costs.
SS&C Algorithmics Solutions for FRTB
Algorithmics Solutions for FRTB helps banks achieve regulatory compliance with advanced risk analytics, cutting-edge technology and a modular architecture.
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.
Work with SS&C to Remove the Burden of SHO Reporting
Read our guide to help you understand the newly introduced 13f-2 from the SEC. The new Form SHO discloses information relating to month-end short positions.
Get Compliant with Quarterly Statement Rule Reporting
Find out more about the Quarterly Statement Rule (QSR) for information regarding regulatory fees and expenses for private advisory funds.
Shadow Servicing
Comprehensive SBO loan solution that provides daily servicing and month-end accounting for clients, configurable, simple to use and designed to scale.
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.
SS&C Sightline - On-Demand Web-based Business Intelligence Platform
Consolidates and visualizes data to eliminate silos and unlock insights.
Can ChatGPT Unlock Better Investment Portfolio Selection
SS&C Algorithmics explores the potential of generative AI models like ChatGPT for investment portfolio selection.
Top-30 Bank Holding Company
Learn more about how SS&C EVOLV transforms a bank’s end-to-end allowance process with a unified risk and accounting platform.
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.
Article
Mission-Critical Risk Frameworks Vital for Navigating Volatility
Risk.net collaborated with SS&C Algorithmics to host a webinar on the underlying drivers of recent bank failures.
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.
Effects of Interest Rate Induced Changes in Bank Deposit Structure on Performance and Risk, With Practical Application Utilizing SS&C Algorithmics ALM
Model for funding mix of term deposit versus non maturing sight deposit is used in dynamic earnings NII and economic value EVE balance sheet simulation.
From Sinking Banks to Peaking Rates: What's Next
Join us for an insightful webinar hosted by Risk.net as our panelists explore the evolution of risk management and share their views on best practices.
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.
Data-driven Subledger Tools are Key to Modern Finance & Risk Management
Banks are transforming the way they address new loan offerings and purpose-built Data-driven subledger tools are key to modern finance & risk management.
Milli-second e-Trading and IMM Approval Achieved with SS&C Algorithmics Integrated Market and Credit Risk solution
SS&C Algorithmics helped a large bank achieve TRIM requirement, improve processes to real time (with e-trading) and minimize infrastructure footprint.
5 Things to Do to Prepare for the SEC’s Enhanced Form PF Rules
Learn about SEC’s new Form PF Reporting requirements and how they will impact private equity firms, plus 5 things you can do now to get prepared.
Infographic
How SS&C Tax BrightLine Complements Your Tax Advisor
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The combination of Tax BrightLine and your professional tax advisor delivers the ultimate tax strategy for your funds and for your business.
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
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.
Incorporating Climate Risk into ALM Frameworks for Banks
Hear from industry experts on the impact of climate risk on balance sheet management and what that means for banks.
Getting Comfortable with Your CECL Results Through Challenger Models
Appropriate challenger model help address limitations of model stability monitoring, backtesting and benchmarking offering insights into CECL results.
EVOLV Reserving
SS&C EVOLV enables banks & other financial institutions to compute & report Allowance Amount and Provision Expense in a controlled and auditable platform.
Evolving to an Integrated Market, Credit and Liquidity Risk Management Mindset
SS&C Algorithmics and ICE discuss the benefits for risk management and investment professionals on analytics frameworks beyond market risk capabilities.
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.
Transform Financial Risk Processes With A Centralized Platform For Optimized Risk Management
SS&C Algorithmics helped a large European pension company provide a centralized data analytics platform through SS&C Algorithmics for Asset Management.
EMIR Transaction Reporting Services
This brochure looks at EMIR (European Market Infrastructure Regulation) transaction reporting requirements and the steps needed to comply with new changes
From Sinking Banks to Peaking Rates: What's Next for Financial Institutions and Asset Owners
This webinar covers the implications of this new landscape for risk management practices for financial institutions and asset owners.
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.
SS&C Analytics Reporting Service offers a turn-key standard report package streamlining your operations by eliminating manual, tedious processes.
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.
Industry Leader in M&A Valuation, Supporting the Strategic Growth Initiatives of Leading Financial Institutions
Support the changing business needs of your financial intuition with an industry-leading M&A and accounting solution.
Best Practice Digitization of the Credit Lifecycle
Find out the latest innovations for streamlining the credit lifecycle from origination, new business pricing, watchlists and default process monitoring.
An Asset Allocator’s Guide to ESG Investing Options, Strategies and Readiness
ESG is a topic of growing importance for allocators. Our eBook looks at why an ESG strategy should be considered in private investments.
Algo Risk Service for Asset Management - Algo Market Liquidity (LST) Add-on
Integrated market liquidity risk analytics designed to support risk analysts and fund managers who need to investigate portfolios beyond market risk.
SS&C Algorithmics HiPER Risk Engine
Download this eBook to learn about SS&C Algorithmics HiPER Risk Engine and its real life client studies and use cases.
High performance next generation risk management simulation engine for XVA Sensitivities, Counterparty Credit Risk and Insurance.
SS&C HiPER Risk Engine, Game Changing Innovation
Learn how HiPER transforms risk management, calculates XVA sensitivities in near real time, slashes hardware costs.
Liquidity Stress Testing for Market Risk Management
Integrated market liquidity risk analytics solution designed to support chief risk officers, risk specialists and fund managers.
AIMA Fund Manager Briefing - SEC Proposed Form PF Changes: Are You Prepared for 2023?
Manage proposed changes in-house or outsourced; Timeliness of preparations and contingency planning; Ensure relevant teams are aware of details/changes.
Modeling Crypto Returns with Multivariate Affine Generalized Hyperbolic distribution
SS&C Algorithmics research on modeling crypto with Multivariate Affine Generalized Hyperbolic distribution (MAGH).
Tax Services and Solutions for European Funds
Tax obligations of investment funds in the UK & EU can be complex keeping track while ensuring accurate filings poses operational burden on fund managers.
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?
Risk Technology Awards 2022 SS&C Algorithmics Bank ALM System
SS&C Algorithmics Bank ALMs solution. Award winning software for IRRBB, liquidity regulatory compliance, balance sheet risk management and more.
Risk Technology Awards 2022 SS&C Algorithmics Risk Dashboard Software
SS&C Algorithmics Workspace Analyzer. An award-winning financial risk dashboard providing integrated views of market, credit and liquidity risk.
Forward Shooting the Backward-Looking Rate: The Implications of LIBOR Cessation
After the LIBOR scandal, the benchmark rate is being replaced by overnight rates by Forward Shooting Grid to price callable notes as the new benchmark rate
Legal & General Broadens the Scope of Enterprise Risk Management and Solvency II Analytics Solution
Read how Legal & General leverages SS&C Algorithmics for Insurance to run Internal Model calculations for Solvency II and to manage liquidity risk.
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.
Challenges of Non-Maturing Deposit Modeling During a Global Saving Glut
Find out how the savings glut impacts non-maturing deposit (NMD) models for ALM interest rate risk, liquidity risk and FTP against a rising rate backdrop.
Challenges of Non Maturing Deposit Modeling During a Global Saving Glut
Join us for a discussion of the impacts of the global saving glut on measuring and managing interest rate risk, liquidity risk, and funds transfer pricing.
Driving Alpha With a Tax Solution
SS&C Tax BrightLine is a technology-powered tax solution to help meet the operational demands of today’s regulations, client needs and help drive alpha.
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.
Exceed Investor Expectations. Grow Your Business.
Our asset management offering spans alternatives, transfer agency, fund administration, outsourcing, retirement, digital and distribution solutions.
SS&C Performance, Analytics & Risk
A full-service offering including calculations, data scrubbing and validation, issue resolution, reporting, ongoing support, as well as advisory services.
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.
FRTB Best Practices Guide: Lessons Learned in the Implementation of FRTB
Read our best practices guide on lessons learned and challenges faced in the implementation of FRTB across jurisdictions.
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.
A Q&A Round-Up on Modern Loan Subledgers
Learn more about the functionality of a modern subledger, and how it can help your organization achieve efficiencies and actionable insights.
Does My Private Fund Need Blue Sky? Understanding the Risks and How to Mitigate Them
State Blue Sky laws require notice of fund sales in States plus DC, PR, VI, and GU. This requirement is complicated, cumbersome, and varies by state.
Tax Compliance, Reporting and Analytics – All in One Platform
Data and analytics for tax optimization strategies powered by today’s advanced technology and a rare combination of technology and expertise.
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.
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.
Defining a Successful CECL Implementation
Transform CECL compliance into CECL success with the only solution that holistically addresses the end-to-end reserving process.
What the SEC’s New Marketing Rule Means for Calculating and Presenting Performance
The SEC’s long-awaited Marketing Rule is here replacing decades of inflexible restrictions and the final compliance date is fast approaching.
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.
Solvency II: A Case for Improving Market and Credit Risk Management
Algorithmics convenes an expert panel to explore the new and emerging challenges of managing market and credit risks under Solvency II.
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.
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.
Best Practices in the Implementation of FRTB Across Jurisdictions
Listen as SS&C Algorithmics discusses best practices in the implementation of FRTB across jurisdictions including the role of cloud-based architecture.
Closed-form Valuation of Asian Spread Options
SS&C Algorithmics closed-form solution for valuation of Asian spread options performs well compared to benchmark values.
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.
Rates Are on the Rise!
Learn how interest rate hikes in 2022 may impact insurance and alternative investment strategies and portfolios.
Implementing 18f-4: Navigating the Stepping Stones
Find out how to leverage SS&C Algorithmics’ scalable cloud-based 18f-4 Service for monitoring daily VaR, stress testing, backtesting and more.
How a Modern Loan Subledger Can Transform Your Finance Organization
Create a competitive edge by transforming your finance organization with modern technology solutions, flexible architecture, and a scalable data model.
EVOLVEA Overview
Now is the time to equip your institution with our all-in-one CECL solution that integrates the entire allowance estimate into one platform.
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.
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.
18f-4 Sample Reports
SEC Rule 18f-4 sample report submission. Leverage SS&C Algorithmics solution to handle your 18f-4 calculations and scenarios.
SS&C Algorithmics 18f-4 Demonstration Video
SS&C Algorithmics 18f-4 Solution demonstration video of calculations, reporting and submission.
HEDIS® Measurement Year 2023
Discover HEDIS measure changes for 2023 and impact to health plans in this new summary.
Checklist for Choosing a HEDIS Vendor
Looking for a HEDIS vendor? Checklist of must-haves (i.e. ECDS experience) and optimized solution capabilities (i.e. hybrid & supplemental data capture).
What investors are looking for as part of ESG due diligence; Developing a road map for ESG integration and how to build a responsible investing committee.
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.
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.
SS&C Solutions for the Insurance Industry
SS&C has developed a suite of technology and services, backed by years of industry experience, to service insurance investment operations.
Senior & Vulnerable Investor Surveillance and the Senior Safe Act
Senior & Vulnerable Investor Surveillance and the Senior Safe Act: discover best practices to identify and prevent financial abuse.
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.
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.
SS&C Algorithmics XVA Sensitivities Performance
SS&C Algo XVA Sensi software is proven on a complex client portfolio, generating XVA exposure measures and their market data sensitivity.
Risk Technology Awards 2020 Bank ALM System of the Year
Risk.Net recognizes SS&C Algorithmics ALM as next generation ALM system for its innovative approach to help Balance Sheet Risk Management.
Q&A with Hedgeweek - ESG: In a Good Place
The surge of interest in ESG investments and growing role ESG data is playing in helping shape asset management decisions.
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.
Funds of Funds: Automate Unstructured Data Collection from Managers
Download our infographic to learn how FundHub can help you automate unstructured data collection from managers and overcome those challenges.
Singularity + Precision LM
Manage loans/traditional investments on a single platform including better risk management, reporting flexibility, and regulatory change management.
Introduction to Singularity
Discover the first smart investment operations and accounting platform with embedded AI and machine learning.
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.
SS&C Singularity
With embedded AI and machine learning, investment operations accounting will never be the same.
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.
SS&C Algorithmics Risk Reporting
Analyze porfolio risk leveraging advanced financial models and an extensive set of scenarios constructed by the Algorithmics research team.
Quick Take: How Does the Increasing Focus on ESG Affect Outsourcing?
How does the increasing focus on ESG affect outsourcing? Watch our Quick Take with AIMA on ESG disclosures, transparency and reporting.
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.
Navigating CECL in the COVID-19 World: What Have We Learned and What Will Future Challenges Be?
View our webinar to learn how COVID complicated the transition to CECL, how firms have adjusted, and what to expect next
AIMA: Putting ESG into Practice - Streamlining Your Reporting and Monitoring Process to Provide Transparency to Your Stakeholders
The impacts of ESG and how to streamline your reporting and monitoring process and provide transparency for your stakeholders.
AIMA Gone to Texas - SS&C Presents: Data Aggregation, Enrichment and Reporting
Understanding the importance of data aggregation, enrichment and reporting for the alternative investments industry.
Worlds Collide: Insurance & Alternatives
Insurance companies and alternative investment managers are continuing to converge in the pursuit of higher yields.
The Top Five Misconceptions of Hedge Fund Compliance with Regulation D and the Impact of Blue Sky Laws
Top 5 misconceptions for Regulation D filings; types of entities exempt under state Blue Sky laws; sales of hedge funds impacted by Blue Sky filing analysis
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.
The Importance of Employee Trade Monitoring and Having a Code of Ethics
All financial institutions have a desire to demonstrate strong ethical practices and policies, but establishing and maintaining an effective surveillance program to monitor employee trading presents many tactical challenges.
Streamlining Your Investor Onboarding Experience and Adding Transparency to Your Capital Raising Process
Learn how having a streamlined fundraising and digital investor onboarding process can help fund managers access committed capital quicker.
SS&C Dialogues - Investor ESG Reporting Expectations
Investors and asset allocators expect greater transparency into the ESG impact of how their capital is being deployed.
SS&C Algorithmics: Managing Credit Risk Exposure Given a Global Pandemic
Key considerations and best practices in managing credit risk during the pandemic and practitioner insights into economic recovery expectations.
SS&C Algorithmics: Increasing Speed and Accuracy in the Front and Middle Office with Sobol Sequence Generators
Applications based on Broda Sobol Generators converge in orders of magnitude faster without loss of accuracy than the commonly used Monte Carlo methods.
SS&C Algorithmics: How to Model Risks Resulting From a Global Pandemic
Obtain timely and relevant investment and risk management insights based on pandemic developments with a new scenario service.
SS&C Algorithmics: FRTB Market Trends Amidst the Basel III Delay
A panel of bank experts discuss current market trends and the impact of these in the implementation of the FRTB regulations.
SS&C Algorithmics: Credit Market Restructuring & the Need to Strengthen Credit Risk, Exposure and Limits Management
A discussion on the need to strengthen credit risk, exposure and limit management processes to address challenges that exist in both current and predicted future risk concentrations.
SS&C Algorithmics: Credit Exposure Management for Asset Managers and Insurers
Look at what asset managers and insurers need to do to successfully manage and control exposures across their portfolios, as well as anticipate future credit risks and regulatory requirements.
SS&C Algorithmics: Container Orchestration for Enterprise-Grade Risk Management
Introduction to containerization and the benefits in utilizing microservices to deploy applications in a timely and cost-effective manner.
SS&C Algorithmics: BCBS Interest Rate Risk in the Banking Book – Global Review and Potential Impacts of the COVID-19 Crisis
Global adoption of the latest interest rate risk in the banking book (IRRBB) standards and the main challenges banking firms face during times of stress.
SS&C Algorithmics - The New FRTB CVA Capital Regime: Pathway to Change
Explore the modelling possibilities that must be considered as part of the new regulation, as well as look at how financial institutions can effectively incorporate these new calculations into their daily risk management processes.
SS&C Algorithmics - Managing credit risk in the Middle East: Challenges, best practices and practical applications for 2021
Hear from Advanced Financial Solutions about a Strategic Approach to Credit Model Management in the context of regulations such as IFRS 9, Basel & IRRBB.
SS&C Algorithmics - FRTB in 2021: Meeting Implementation Challenges
Join us for a discussion around the current state of FRTB implementations and how banks are meeting these challenges.
Proposed Carried Interest Regulations - Are You Prepared ?
Watch our on-demand webinar to learn about the proposed carried interest regulations, open issues, planning opportunities and how they affect you.
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.
Private Fund Compliance – Should a Form D Contain Multiple Issuers?
Private Fund Compliance Should a Form D Contain Multiple Issuers? Explore the various advantages and challenges associated with a Multi-Issuer Form D.
Optimizing the Adoption of Cloud Technologies in the Financial Risk Domain
An interactive discussion about the value of Cloud services, how they can be used for risk and the possibilities of migrating applications to the cloud.
Mutual Fund Blue Sky: Can Social Codes Provide Potential Blue Sky Exemptions?
Mutual Fund Blue Sky: Can Social codes provide potential blue sky exemptions? Understand the alternative use of social codes with exemption processing.
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.
How to Digitize Your Investor Onboarding Experience: An Introduction to e-Investor
Would your firm benefit from a web-based tool that provides a logic-based approach to your complex subscription documents and AML/KYC requirements?
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?
Do all Mutual Funds Need to Notice File with all Jurisdictions? A Review of Blue Sky Laws
Do all mutual funds need to notice file with all jurisdictions? Navigate regulations from state to state and how to minimize Blue Sky fees.
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.
Alternative Funds: Addressing the Challenges of Data Aggregation and Automation with AI
Addressing the challenges of data aggregation and automation with AI. The challenges alternative funds investors face when it comes to unstructured data.
Risk Analytics Accessibility and the Opportunity of the Cloud
This three-part series looks at how cloud computing and microservices are shaping the future of risk management.
Insurance Insights
Explore the implications of convergence between insurance and alternatives brought on by the persistent low yield environment.
High-Performance Risk Analytics: Turning Performance into Business Gains
This three-part series looks at how high-performance risk analytics is shaping the future of risk management.
High-performance Risk Analytics – Usability and the User Experience
How high-performance computing is supporting risk analytics, specifically changing the business use cases due to major speed improvements.
HEDIS® MY2023 Timeline
HEDIS activities and deadlines for MY2023, guidance for vendor collaboration and recommended steps for each planning phase.
Delegate Oversight Compliance
Delegating functions for your health plan? Verify effective compliance management third-party risk mitigation with our checklist for vendor oversight.
SS&C® CareAnalyzer HEDIS® Reporting
HEDIS support; NCQA & AMP certified measures (all ECDS) calculate CAHPS survey samples & hybrid measures, abstraction tool for medical record data, provider ranking
Streamline and Digitize Your Investor Experience
e-Investor is an electronic transaction document processing and workflow management tool to reduce risk and streamline review and approval.
Unlocking Embedded Analytics Through Financial Risk APIs
Incorporating Financial Risk APIs into risk management to cope with increasing regulatory and business demands.
Sobol Sequence Generators
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 e-Investor: Surveys
Reduce risk, add transparency and create efficiencies; automate delivery, completion, submission and tracking of manager and investor questionnaires.
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 Risk & Compliance Intelligence Platform (RCI)
Providing evidence of supervision and supporting your compliance policies and procedures. Transparent and accountable.
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.
Complex Requirements Have Met Their Match
SS&C Regulatory solutions for common reporting standards, form PF, FATCA, CPO-PQR and performance analytics for today’s funds and asset managers.
SS&C 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.
SS&C EVOLV: Solve Today’s Challenges, Meet the Demands of Tomorrow
A long-term, sustainable solution that enables our clients to adapt to changing business needs and meet new reporting requirements.
SS&C Algorithmics for Insurance
SS&C Algorithmics empowers insurers to achieve regulatory compliance, make risk-aware decisions and manage investment portfolios.
SS&C Algorithmics Workspace Analyzer for Enterprise
Workspace Analyzer for enterprise applications, describing how this powerful solution can be used to solve complex aggregation and reporting problems.
SS&C Algorithmics Workspace Analyzer
SS&C Algorithmics high-performance, enterprise-wide dashboard solution to solve complex use cases for aggregation and reporting.
SS&C Algorithmics Scenarios as a Service
SS&C Algorithmics Scenarios as a Service provides stress testing scenarios on macroeconomic factors curated from proprietary predictive models.
Algo Risk Service for Asset Management
Advanced risk analytics designed to support risk analysts and fund managers who need to investigate portfolios beyond market risk.
SS&C Algorithmics Learning License
Enhance the team's skillset by subscribing to our SS&C Algorithmics learning license to get the right learning to the right people at the right time.
SS&C Algorithmics Integrated Market and Credit Risk Management for Insurance Companies
Enhance risk management of the investment assets portfolio while considering implications of insurance liabilities portfolio.
SS&C Algorithmics Financial Risk APIs
Leverage the cloud and stateless microservices for immediate access to sophisticated risk and investment management tools.
SS&C Algorithmics Counterparty Credit Risk
Measure market, counterparty credit risk exposures, XVA and capital on a single platform to enhance risk-based decision making.
Providing Next-Generation ALM, Liquidity Risk and Balance Sheet Risk Management
SS&C Algorithmics Balance Sheet Risk Management supports ALM, Liquidity Risk, FTP, and Treasury with IRRBB, regulatory compliance and profitability.
SEC Modernization of Derivatives Risk Management: Rule 18f-4
The 18f-4 solution offers turnkey, cloud-based platform enabling funds to comply with new SEC 18f-4 derivative risk management program regulation.
Learning Services
Whether crafting a new course or enhancing an existing program, our production team can help design, develop and deliver bespoke learning programs.
LIBOR Transition: A Smooth Shift to the New Era
SS&C Algorithmics provides a flexible, complete, transparent and smart framework that ensures a seamless transition to the new risk-free curves.
Keeping Up Anti-Money Laundering and Fraud Detection Obligations
Going beyond watch and sanctions list matching, learn how SS&C takes it to the next step with ongoing transaction monitoring.
Evare Employee Compliance Data Service
Download this brochure to learn how Evare can help monitor employee personal trading activities as required by local regulatory agencies.
Enhanced Analytical Reserving Solution
SS&C EVOLV’s Enhanced Analytical Reserving Solution (EVOLVEA) provides the power of a model without the need for a modeling team.
EVOLV – Loan Accounting Solution
SS&C EVOLV provides a controlled and scalable platform that combines advanced risk, accounting, and robust analytics allowing you be more efficient.
Crisis Management - Rapid Response
Minimize the impact of a cybersecurity threat and reduce post-data breach impact with our customized, tested incident response program.
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.
