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.

Continue reading

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

By: Denis Melekhov

iStock_000041378372_Double.jpg

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.
Continue reading

Best-of-Breed or Holistic: Which System is Best for Your Firm?

By: Mike Mollenkamp

istock_000077456085_xxxlarge

Faced with growing uncertainty and increasing complexity, asset managers continue to debate the use of single or multiple suppliers for technology and investment operations. In an effort to maximize efficiency and reduce risk, organizations often purchase software from multiple vendors to obtain what is known as best-of-breed functionality. The alternative holistic approach is to purchase complete systems instead of individual pieces.
Continue reading

How GIPS Compliance Can Help You Strengthen Client Trust

By: Ian Serle

COMPLIANCE concept

Past performance, the saying goes, does not predict future results. Yet, prospective clients still ask money managers about their performance history and a proven track record wins new clients and grows business. But how do investors know they can trust your numbers? How do regulators know you are representing your performance honestly and accurately? Comply with the Global Investment Performance Standards (GIPS) to assure them both.
Continue reading

Today’s Investors Demand More From Their Hedge Funds

By: Ron Tannenbaum

Business handshake

Today’s savvy institutional investors demand more from the hedge funds in their portfolios. They expect hedge funds to consistently deliver sustainable performance, effectively manage cyber threats, hire the best service providers, and be flexible with their fee structures. Are you doing the right things to keep your investors happy? Continue reading

Solutions Providers: More Than Simply Technology Suppliers

By: Iwona Olszewska

Business People Meeting Growth Success Target Economic Concept

Growing regulatory requirements, continual introduction of new financial products, increasing volumes of data, and never-ending cybersecurity threats demand that financial services firms choose investment accounting solutions and providers that offer exceptional expertise and flexibility. While the starting point is a proven technology platform that can quickly accommodate change, technology is simply a tool. It is the expertise and insight of the team building and supporting the tool that provide the speed and agility to accommodate new asset classes, regulations, and markets necessary to keep you competitive in the future. Continue reading

Seamless Electronic Document Processing and Workflow

By: Dennis Moore

Vector programmer working on code

The number and types of documents you are required to collect throughout the year is growing, as is the complexity of requests to deliver the information to internal and external parties in specific formats. Many firms still report that their processes are largely manual. It takes a lot of time and resources to manually manage emails and paper, re-enter and transform data into required formats for upload/reporting purposes, and manage slow approval processes. Continue reading

Smooth Operations: It’s All in the Data Details

By: Ian Searle

Diagrams projecting from tablet

Data management has always been a key focus area for asset and wealth managers. Now that more detailed and granular analysis is required, it’s critical managers have the proper tools to manage the vast amounts of information needed to run their operations smoothly and efficiently. Continue reading

SS&C Deliver Session & Lab Sign-Up Now Open

By: Holly Crisson – SS&C Advent’s Events Senior Manager

We are less than two months away from SS&C Deliver. I’m excited to be heading to San Diego this September 13-15 to be a part of the first conference since joining forces with SS&C. Continue reading

The Advantage of Data Accessibility for Super Funds

By: Andy Slade

data science concept

At the recent My Platform Rules conference in Australia, there was much discussion about how the Australian superannuation industry is at a crossroads; it must find a way to shape itself for the future and take advantage of the digital revolution. This post looks at the challenges super funds face to develop sustainable and adaptable operational models that meet the future needs and expectations of their members.   Continue reading