A one-stop solution for your data reconciliation needs

By Joe Souza

SS&C’s outsourced reconciliation platform utilizes our best-in-class data integration services (Evare) to feed the industry’s premier reconciliation platform (Recon) with daily exceptions and reporting, all managed by SS&C’s Outsourcing division. This combination creates the most efficient exception management solution possible.

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6 key trends driving operational and technology decisions

By Eric Rocks

The global investment marketplace is constantly evolving and keeping up is a competitive necessity. To effectively manage your business growth, you must optimize your operations and anticipate market changes and new requirements. The financial industry has grown exponentially over the past 30 years, and better technology has enabled investment teams to manage this growth and its accompanying complexity effectively and efficiently.

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Simplify the day-to-day with investment operations automation, part 1

By Inderjit Gawera

Meeting the demands of daily operations can be difficult especially with ever-increasing volumes, fund and instrument innovation, evolving regulation and tax rules, and tighter servicing agreements. To keep up, managers often introduce specialist systems and tactical workarounds to manage investment operations.

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Hedge funds: It’s time to consider outsourcing performance and analytics

By: Denis Melekhov

In the past, high net worth individuals have traditionally been the primary source of hedge funds’ assets and have been their catalyst for growth. However, this trend began to notably shift around the year 2000, when institutional investors such as pension funds, governments, corporations, and insurers started significantly increasing their allocation to hedge funds. The shift was the result of hedge funds’ ability to source an alpha typically not associated with traditional markets to investors who were seeking to diversify their portfolios and hedge against adverse market conditions. Over the past decade and a half, institutional investors have grown to represent a significant portion of hedge fund assets.

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Hedge Fund Institutionalization: Are you ready to outsource performance and analytics?

By: Denis Melekhov

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In the past, high net worth individuals have traditionally been the primary source of hedge funds’ assets and have been their catalyst for growth. This trend began shifting notably around the year 2000, when institutional investors such as pension funds, governments, corporations and insurers started significantly increasing their allocation to hedge funds. As this tendency has progressed over time, institutional investors now represent a majority portion of hedge fund assets.
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Asset management: Plans and State-of-the-Art Technology are a Must

By: Dianna Farkas

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The asset management sector is increasingly competitive and businesses without a solid strategy are chugging along on borrowed time. It’s crucial to have a detailed business plan, including a definitive blueprint of goals and strategies. Managers must understand many factors, including target markets and investor type. They must also tailor a service proposition to the needs of each.
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Growing Trends in Hedge Funds (Part 4 of a 4 Part Series)

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Learning to Navigate a New Landscape

The hedge fund industry is evolving faster than ever. Here, in this final installment in our four-part Q&A series, Ron Tannenbaum, SS&C managing director of business development for Europe, Middle East, and Africa, discusses today’s trends and how SS&C GlobeOp is well positioned to help hedge funds navigate the new landscape.
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The New Era of Regulation (Part 3 of a 4 Part Series)

By Ron Tannenbaum

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How has regulation impacted the hedge fund industry? In this third of a four-part Q&A series, Ron Tannenbaum, managing director of business development for Europe, Middle East, and Africa at SS&C, discusses how regulation affects the hedge fund industry.
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Alternative Managers Seeking Efficient Service Options

By: Bill Bormann & Mark Kahn

Saving to buy a house or home savings concept

Direct lending is a compelling investment opportunity for alternative managers. Risk-adjusted returns are above the line (versus traditional, risk averse fixed income) and lucrative fees boost spreads. The market is very opportunistic now that hedge funds collaborate with private equity firms to compete directly with traditional banks. This provides borrowers with flexible financing terms, incentives, and options.

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Outsourcing: Experience is Key

By: Stephanie Miller

Outsourcing Career Employment Hiring Recruitment Concept

Hedge funds want to simplify their operating model and create a more sophisticated and joined-up approach to middle- and back-office outsourcing. Managing multiple technology provider relationships can be complex and expensive, particularly as managers move towards esoteric or illiquid products. How can firms work to overcome this? Either outsource all your middle- and back-office duties to one provider, or establish a co-sourced relationship. Outsourced or co-sourced relationships leave the middle- and back-office details to others so managers can focus on keeping their clients happy. Continue reading