All systems go! Attending IASA 2017

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.

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Leveraging predictive models: The right approach for your institution?

By Lauren Smith

Predictive models will have a direct impact on an institution’s ability to support the CECL estimate. Given this, institutions should thoroughly evaluate the costs and benefits of using a modeled versus a non-modeled approach. Predictive models require significant investment, including upfront development and validation as well as ongoing maintenance. However, the benefits of leveraging predictive models include a streamlined reserving process and greater transparency into a potentially volatile estimate.

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Streamlining the post-trade communications process, part 4

By Van Nguyen

In the securities industry, lack of systems integration, external connectivity, IT resources, and incompatible data formats all negatively impact post-trade communications, compliance, and reconciliation.

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Precision LM simplifies loan management for real estate professionals

By Errol Winter

More than 3,000 real estate professionals from more than 50 companies attended the 2017 MBA CREF/Multifamily Housing Convention and Expo in San Diego. The annual conference is a popular forum where industry leaders network, discuss deals, and learn about the latest industry trends. Panel discussions covered current marketplace developments and exhibitors showcased a variety of products and services specific to the real estate and mortgage industries.

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Private capital versus the banks

By Kamran Anwar

U.S. mid-market corporates regularly solicit funds from capital markets to help finance their operations. In Europe, most mid-market firms still obtain their financing from banks, but this is changing.

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The leaders within your ranks

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.

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Alternatives forever changing the look of the UCITS market

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).

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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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In some cases, equity shares admissible under Sharia rules

By: Hong Kok Cheong

Does Sharia law allow dealings in equity shares? As an investor, it’s sometimes difficult to know. In fact, dealing in equity shares is acceptable under Sharia law with the following conditions:

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