By Rainer Fuchsluger
It’s just under a week until the SS&C Investment Management Summit 2017 Asia. Returning to Hong Kong on August 24th, the Summit brings together asset managers, wealth managers, and insurance and government agency executives.
By Jen Molgano
Getting excited for SS&C Deliver 2017? It’s right around the corner starting September 12th through the 14th at the Hyatt Regency in Chicago. We have a full agenda for our insurance clients this year centered on key trends in the industry to watch out and prepare for, updates and enhancements to our insurance solutions, and special announcements. Here is just a sampling of sessions to sign up for.
By Jen Molgano
Amidst 1,000 attendees and key players in the insurance space, we were thrilled to showcase the SS&C booth, catch-up with our clients, and meet new people at IASA 2017. We had an enjoyable, busy three days at the event—hosting a raffle for two tickets to Universal Studios, leading two vendor connect tours, moderating the Chief Investment Officer Roundtable, and kicking off our insurance survey.
By Adam Hall
Some professional designations have highly rigorous continuing education programs. They may have strict requirements about the type of training that qualifies, and carry out regular audits of their members to ensure requirements are being met.
By Tongjai Lertphaisan
Do you regularly miss deadlines? Are your systems manual and error-prone? Are you looking for ways to improve your firm’s corporate action processing?
By John Pavlakis
In an increasingly complex business world, the benefits of tax process automation have been known for some time. Automating a tax process increases compliance accuracy, efficiency, collaboration, and transparency. It also mitigates undue burdens on personnel, frees up time for greater data analysis, and allows for a more sustainable tax platform.
By Adam Hall
Building a culture of effective leadership is not easy, and involves a multi-pronged approach. Hosting a leadership seminar once or twice a year is not enough to guarantee success. To attain long-term success, you need to weave in the search for great leaders throughout the fabric of your organization.
By Colin Keane
Until recently, traditional UCITS followed long-only strategies and offered relative returns to investors.
Late 2015 and 2016 saw significant market and political challenges; relative returns have been squeezed through rising fund operational costs, negative territory interest rates, and low bond yields. This presented a lot of problem for UCITS managers and their investors who continue to seek positive returns, and ultimately has led to a considerable shift in allocations towards uncorrelated asset classes. In 2016, there were outflows of €63bn in long-only equity mutual funds (according to Global Investor).
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.
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.