Why Choose a Vendor When You Can Have a Partner?

By Russ Petrucci

It is nearing the tail end of Q1 and you’ve finally surfaced from the mountains of forms you had to submit to all the various regulatory bodies. It’s fresh in your mind what’s gone well and what hasn’t. Now you and your team must come together to start evaluating vendors who can make your life simpler next year.

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Building a Digital Enrollment Ecosystem

By Michael Volpe

Unlike health insurance companies, group and voluntary/worksite carriers don’t have an equivalent to the HIPAA 834 enrollment EDI standard specification, so each carrier is left to create its own proprietary format. For employers and enrollment firms that work with many carriers, creating and maintaining data feeds is expensive. Unlike health insurance benefits, group and voluntary/worksite benefit plan designs are not always straightforward tier-based coverages. Therefore, carriers and enrollment firms spend significant resources to ensure proper configuration of business rules and validity of election data.

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Industry best practices for improving transparency for limited partner fund fees

By Lisa McLaughlin

The fees paid to investment managers are under scrutiny.  Recent events, like California’s fee transparency bill and Congress’s evaluation of private college endowments, are focusing more attention on fees investment managers receive for the funds they manage.  Many Limited Partners (LPs) are assessing methods to collect accurate and consistent fee data including carried interest across their private equity portfolios.

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High Energy and High Demand for Loan Management at LendIt USA 2017

By: Errol Winter

This year’s LendIt USA conference hosted about 6,000 financial professionals in New York City at the Jacob Javits Center on March 6th and 7th. The 2-day annual conference is well known among industry leaders who participate in online marketplace lending. LendIt hosts the largest series of conferences that provide a great opportunity for the online lending community to meet in person and connect in central locations across the US, Europe, and China.

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What’s Driving the UCITS Phenomenon: Part 1

By Colin Keane

Undertakings for Collective Investment in Transferable Securities(UCITS) have dominated the European funds market for more than two decades; assets under management equal more than €8.3 trillion, representing 60% of the European market (according to EFAMA Sept, 2016). Highly regulated, transparent, and liquid are synonymous with UCITS. So in an ever-changing market where investors seek absolute risk-adjusted returns, why are UCITS moving away from traditional strategies towards alternatives? And what opportunities does this present?   

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SS&C’s 2017 Thailand User Conference

By: Rainer Fuchsluger

This past February, SS&C hosted the inaugural Thailand User Conference at the Compass Skyview Hotel in Bangkok. We were pleased to welcome over 50 guests representing 20 institutional asset management and insurance companies. The key themes at the User Conference were regulatory change, especially IFRS9, and SS&C’s best practices for resolving operational challenges.

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Client Spotlight: Tribal Capital Markets Leverages SS&C MarketTrader to Expand Business

By Bob Moitoso, Senior Vice President, Financial Markets Group, SS&C Technologies

Tribal Capital Markets, the largest Native American Broker Dealer in the minority space with over $12 million in net capital, consistently identifies and uses the best of breed products within the financial services industry. I’m thrilled to share that after an extensive search, Tribal Capital Markets, LLC, a majority Native American owned, full service broker dealer, chose SS&C MarketTrader as their strategic OMS and EMS software partner.

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Access – A Key Issue of Cyber Risks

By Lisa McLaughlin, Information Security Officer

Today, cyber threats are real and ever changing. In response, regulatory rules must constantly evolve in attempt to mitigate this dynamic threat. In the first of this two-part blog series, we’ll take a look into the complex roles of in-house attorneys and security professionals, and how they are intrinsic to the success of your business by protecting your organization’s sensitive information.

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SS&C Adds 360View to its Managed Data Service

By Louie Iannuzzi

Having the capability to aggregate data from multiple vendors is not only crucial for managing assets on a global platform; it is a necessity. In today’s day and age where manual price validation represents a major source of cost and risk, the investment management industry is increasingly turning to managed data service providers for automated, efficient pricing services, and data validation tools.

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The Performance Measurement Reporting Quandary: Buy, Build, or Rent?

By Bill Bormann

Investment managers expect more than ever from their asset servicers. What were acceptable services a decade ago,monthly reporting, and investor statement distribution, has changed drastically. What are the new challenges faced by today’s managers and how do they affect what’s expected of asset servicers?

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