An Overview of Solvency II

By: Michael Loo and Justin Meagher

Solvency II is a Directive in European Law whose aim is to establish a revised set of EU-wide capital requirements and risk management standards for the insurance industry. The main goals are to improve consumer protection, modernize supervision, and deepen EU market integration. This is done by ensuring a uniform and consistent protection for policyholders across the entire EU and by supervisors evaluating an insurer’s risk profile, quality of risk management, and governance.
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Facebook Live Video: DOL Rule Spotlight: How to Prepare Now

By: Kendall Reischl

At the 2016 SS&C Deliver Conference last month we had some excellent sessions on the financial industry and the technology that supports it. One of those sessions focused on the DOL Fiduciary Rule. In this short excerpt, Tim Simons of Focus 1 Associates talks about the rule and how to prepare your firm now for the coming changes. Click here to listen to highlights from this session. 
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Online Learning with Zoologic

E-learning concept with a teacher presenting online education program

As the world’s financial markets grow increasingly sophisticated, it can be difficult to stay current with the latest trends and developments. Today’s financial professionals are expected to possess a broad understanding of an ever-widening array of products and services. Your next career move, or indeed your current job, could depend on being able to speak knowledgeably about structured finance, operational risk, mortgage-backed securities or barrier options.

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Centralized Data and Reporting are Keys to Successful Asset Management

By Tamara Sablic and Amy O’Leary


SS&C GlobeOp recently won a mandate to provide middle- and back-office services and regulatory solutions to a leading global asset manager with $244bn in assets under management. What makes us the perfect choice? Find out here.

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SS&C GlobeOp Financial Services: The Early Days (Part 1 of a 4 Part Series)

By Ron Tannenbaum


How did SS&C GlobeOp become a world leader in hedge fund administration? Find out in this first in a four-part Q&A series, by Ron Tannenbaum, SS&C managing director of business development for Europe, Middle East, and Africa and one of the founders of GlobeOp Financial Services, about the early days of GlobeOp. 

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Alternative Managers Seeking Efficient Service Options

By: Bill Bormann & Mark Kahn

Saving to buy a house or home savings concept

Direct lending is a compelling investment opportunity for alternative managers. Risk-adjusted returns are above the line (versus traditional, risk averse fixed income) and lucrative fees boost spreads. The market is very opportunistic now that hedge funds collaborate with private equity firms to compete directly with traditional banks. This provides borrowers with flexible financing terms, incentives, and options.

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Consolidated Bond Series Structuring Made Easy

By Bernard Hecht

Stock Market Data

SS&C’s DBC Housing Consolidation program allows issuers to maximize the advantages that can be achieved when different bond series are combined into one bond resolution. The program is structured with simple drop-down menus that present various choices. These are in addition to simply providing for series’ totals to be combined and for series with surpluses to fund those that have deficits. Some of these options include:

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Facebook Live Video: Persuasive Communications and Your Career Growth

By: Kendall Reischl

There were many outstanding sessions at the 2016 SS&C Deliver conference last month and we’re thrilled to have had so many excellent speakers take part. With hopes of bringing highlights to those of you who could not attend the event this year, we captured interviews on site at the conference with some of the session speakers.
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Survey: Impact of CECL Among Banks Making Transition

By Kendall Reischl

We’ve seen and heard a lot of industry talk lately about CECL (Current Expected Credit Loss). Over the past few months, a number of industry professionals have given their opinions and recommendations on what banks need to do to prepare for the CECL transition. However, most of this commentary hasn’t been from those people who will be most affected by CECL – individuals working at banking institutions.
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