A new dawn for performance measurement: Combining usability and domain expertise to deliver value

By Gert Raeves, Research Director, Adox Research

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The business of managing money is complex. Financial instruments are defined by dozens of attributes, many of which are ‘alive’: values can change, fluctuate, correlate, or expire. Modern investment theory might be lacking in academic consensus, but everyone can agree that delivering alpha is a hard and intractable challenge. Continue reading

Streamlined operations ensure you stay focused on asset management

By Dianna Tokic Farkas

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Firms often seek different best-of-breed technologies to handle the various aspects of their businesses like portfolio accounting, reconciliation, performance, reporting, etc. As assets increase, data security requirements escalate, client bases expand, and internal staff changes, it’s hard for firms to seamlessly connect all these disparate, older systems. Continue reading

Optimized learner engagement through neuroscience

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A good teacher or instructional designer constantly asks, “What is the best way to present the material so that the student will learn?” and “How can I improve the learning experience?” Providers of asynchronous self-study training know they must be extra-rigorous regarding both questions or their training will fail. When the instructor is not in the same room as the learner, the learning content must be of top quality. Continue reading

Leveraging SS&C Lightning for repos and reverse repos

By Bryan Sibert

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Repo transactions are when the bank receives money from the counterparty in exchange for securities as collateral against the”loan”. When the repo matures, the counterparty returns the securities to the bank and the bank returns the cash to the counterparty along with interest that the bank paid to borrow this money. A reverse repo is the opposite. The bank takes securities as the loan collateral and the counterparty receives cash. At the end of the reverse repo’s term, the counterparty gives the cash and interest to the bank and the bank returns the securities to the counterparty. Continue reading

Top operational challenges hindering today’s wealth managers

By William Vellek

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Legacy systems and processes are a very real problem for today’s wealth managers. These systems lack integration, struggle to scale with increased data from new asset classes, and require manual workarounds that introduce operational and reputational risk. Capturing market opportunity, managing exposures, and achieving business objectives for growth require a nimble operational infrastructure that can easily adapt to the ever-evolving investment market. Continue reading

Integrated advisor desktop helps build long-lasting client relationships

By Ed Wright

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It’s well reported that 10,000 baby boomers retire every day. In this phase, their trusted relationship with their advisor is of utmost importance as they look to maintain their wealth and plan for an eventual transfer of assets to their heirs. Advisors who involve heirs early on often do better longer-term in maintaining that relationship. Studies find that 66% of advisors are fired by the children of the client during the wealth transfer, and up to 70% of women leave their advisor after becoming widowed. Continue reading

Are your client reports keeping up with your clients’ demand?

By Matthew Mancini


The results of a recent SS&C poll of attendees at the New York and London Summit for Asset Management conferences find that 100 percent of respondents agree that client reporting is important, and the majority (75.5 percent) stress that it is extremely important to their firms’ acquisition and retention strategies. Continue reading