Event Recap: Annual Academy of Certified Portfolio Managers Conference

By Lauren Jack

Golf course - SSC LIAdvisors, senior portfolio managers and wealth management leaders from across the country recently attended the Annual Academy of Certified Portfolio Managers (ACPM) Conference held at the Doral Arrowwood Resort in Rye Brook, NY. This was a significant event for the SS&C Learning Institute as we were introduced as the exclusive provider and administrator of the Certified Portfolio Manager credential program. Continue reading

The right technology partner makes month-end processing easy and efficient

By Eric Decker

Month-end accounting and reporting is challenging for portfolio managers. Today’s hybrid security types, non-standard day count conventions, complex prepayment assumption models, and amortization/accretion methodologies make pricing bonds more complex. Unpredictable market forces and multiple valuation and rating sources make it harder to apply timely and reliable data to your investment decisions and to mitigate risk exposure.

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Embracing the Right Technology Partner Can Make Month-End Processing Easy and Efficient

By: Eric Decker

Glass screen wall

Month-end accounting and reporting is challenging for portfolio managers. Today’s hybrid security types, non-standard day count conventions, complex prepayment assumption models, and amortization/accretion methodologies make pricing bonds more complex. Unpredictable market forces and multiple valuation and rating sources make it harder to apply timely and reliable data to your investment decisions and to mitigate risk exposure.
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