SS&C Deliver 2017 Announcement Roundup

By Jen Molgano and Kendall Reischl

High Angle View Of River Amidst Modern Buildings In City

Back from our annual conference, SS&C Deliver, we’re excited and energized after seeing our clients, engaging in sessions and panels, and enjoying the ‘Windy City’.   We shared several big announcements during our time in Chicago. Read on in case you missed them. Continue reading

The challenges of hedge fund investing

By Mike Megaw

Many institutions want to incorporate alternative asset classes such as hedge funds into their portfolios but lack the expertise or knowledge to invest directly into these products. One solution that managers consider is intermediation via a fund of hedge funds (FOHF) or an investment consultant. However, these indirect approaches are not without their downsides. Continue reading

Changes in the investment management industry: Are you ready to adapt?

By Bryan Bashaw

There are some big changes happening in today’s investment management industry. Experts agree that these changes will continue and firms must be prepared to adapt. This shift is happening across products, business models, and the way in which clients are served, which poses some challenges.

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Client reporting: What is it worth?

By Matthew Mancini

A dynamic, integrated, and automated client communications system is more important now than it has ever been. Today’s clients, whether they are individuals or institutions, expect easily accessible investment information and increased transparency. Technology has changed clients’ expectations in virtually every aspect of their lives; money management is no different.

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SS&C survey reveals private equity firms focused on operational efficiency, governance, and transparency – Part 2

By Joe Patellaro

In part 1 of this series, we talked about how today’s private equity firms are increasingly focused on transparency and the current regulatory environment. Here, we examine what respondents say about asset class growth.

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Out-of-date methods and manual processes are slowing you down

By Dianna Tokic Farkas

If it’s not broken, why fix it? Without even realizing it, many of us waste time during the workday. Out-of-date methods and manual processes tie up time, efforts, and budgets. Many tasks could be easily automated and further optimized. Yet, you are stuck in inefficiency because you may not be aware of the options available. Ask yourself, “Is there a better, easier, more efficient way for me to handle the different areas in my finance department? What if my needs were offered by one provider and one single point of contact?”

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SS&C’s CORE reporting to help with the challenges of new SEC Modernization requirements

By Richard Clark

As the main regulator of the investment management industry, the SEC continues to identify opportunities to modernize and enhance the reporting and disclosure of information by registered investment companies. Along these lines, the SEC recently voted to adopt changes which modernize the current reporting regime to address the risks in the asset management industry, improve the quality of the data provided to investors and help the SEC collect and analyze data more efficiently. According to the SEC estimates, there are approximately 12,000 funds that will be affected by the new SEC modernization rules. The first of these new reports will be due July 30, 2018.

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The art of retention: Getting your client communications right

By Julian Webb

Let’s begin with some hard facts. There’s no such thing as 100% client retention. No advisor can prevent death, divorce and clients moving way. However, there are aspects of the client experience that advisors can control. Communication and connection with the client is a prime example. Getting communications right can result in higher client retention, greater client satisfaction and more referrals.

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