The way investment firms value and manage their data is rapidly changing. It is now possible to quickly gather and analyze data to provide key metrics, identify trends, and ultimately drive customer satisfaction. Continue reading
By Adam Hall
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. Continue reading
By Munther Haddad
Many companies are departing from traditional deployed software models in favor of hosted and cloud-based services. According to Adox Research Follow The Money Insights, a survey of trade lifecycle automation priorities of 72 large asset management firms, shows that managers are extending the use of hosted and managed services in targeted areas in the middle and back-office. This shift is being amplified by the fact that cloud and hosting services can provide clients with more scalability and efficiency. To put the icing on the cake, these services can also automate day-to-day activities, support disaster recovery, as well as deliver database administration and monitoring services. Continue reading
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.
By Bryan Sibert
While your trading system may handle its current volume adequately, what about when the volume starts to increase? A slow system frustrates traders and sales people and negatively affects your bottom line.
By Nick Curwen
As any sports enthusiast knows, the best teams are the ones that properly execute the basics. Asset management is a performance game and any firm that fails to generate sustainable, consistent returns faces intense pressure from its clients. However, improvements need to go beyond performance, particularly given the rapid evolution happening in today’s asset management and investor world.
By Punit Satsangi
The £179 billion UK Local Government Pension Scheme (LGPS) market is highly saturated. The government wants to streamline this market with 89 schemes into eight pools running at least £25 billion each by April 2018. Pools are currently presenting administrative and operational proposals to the government, with many opting to create an Authorised Contractual Scheme (ACS) structure.
By Colin Keane
Undertakings for Collective Investment in Transferable Securities(UCITS) have dominated the European funds market for more than two decades; assets under management equal more than €8.3 trillion, representing 60% of the European market (according to EFAMA Sept, 2016). Highly regulated, transparent, and liquid are synonymous with UCITS. So in an ever-changing market where investors seek absolute risk-adjusted returns, why are UCITS moving away from traditional strategies towards alternatives? And what opportunities does this present?
By: Rainer Fuchsluger
This past February, SS&C hosted the inaugural Thailand User Conference at the Compass Skyview Hotel in Bangkok. We were pleased to welcome over 50 guests representing 20 institutional asset management and insurance companies. The key themes at the User Conference were regulatory change, especially IFRS9, and SS&C’s best practices for resolving operational challenges.
By Louie Iannuzzi
Having the capability to aggregate data from multiple vendors is not only crucial for managing assets on a global platform; it is a necessity. In today’s day and age where manual price validation represents a major source of cost and risk, the investment management industry is increasingly turning to managed data service providers for automated, efficient pricing services, and data validation tools.