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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Transparency: How to best serve your investors

By Kamran Anwar

According to Preqin, private equity now manages a record $2.49 trillion, and most of these inflows are institutional. Since private equity now manages a greater percentage share of investors’ portfolios, returns are impacted by performance now more than ever.

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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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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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The flexibility of eLearning

By Adam Hall

Some professional designations have highly rigorous continuing education programs. They may have strict requirements about the type of training that qualifies, and carry out regular audits of their members to ensure requirements are being met.

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AIFMD II: What should we expect? – Part 2

By Alastair Hewitt

European policymakers have to deal with Brexit and its implications, and this naturally supersedes AIFMD II. It is believed that an AIFMD market study (due to report mid-2018) has already been put out for tender by the European Commission (EC). This would delay any AIFMD II proceedings.

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Impacts on managing private equity funds in an era of increased complexity

By Bocar Kante

The private equity fund industry has raised over $300B in committed capital every year for the last four years—and 2016 proved to be the best fundraising year since the financial crisis[1]. This may even cause Assets under Management (AuM) to double within the next five years[2] off the back of institutional inflows. As fiduciaries to institutional money, private equity is facing pressure to reform its operating model and raise standards. Continue reading

AIFMD II: What should we expect? – Part 1

By Alastair Hewitt

The European Commission will begin to review AIFMD in July, 2017. Managers want some policies eliminated, especially remuneration limits for material risk takers aimed at alternative fund managers (AIFMs). Since this is a politically sensitive subject, it is unlikely to change.

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