Client reporting: What is it worth?

By Matthew Mancini

A dynamic, integrated, and automated client communications system is more important now than it has ever been. Today’s clients, whether they are individuals or institutions, expect easily accessible investment information and increased transparency. Technology has changed clients’ expectations in virtually every aspect of their lives; money management is no different.

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SS&C survey reveals private equity firms focused on operational efficiency, governance, and transparency – Part 2

By Joe Patellaro

In part 1 of this series, we talked about how today’s private equity firms are increasingly focused on transparency and the current regulatory environment. Here, we examine what respondents say about asset class growth.

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Private equity study reveals firms increasingly focused on operational efficiency, governance, and transparency – Part 1

By Joe Patellaro

A recent SS&C survey of private equity professionals (SS&C customers) and 2017 SuperReturn international conference attendees shows an increased focus on private equity operational efficiency. The data reveals that 88 percent of respondents reported being more operationally focused today compared to three years ago.

The reasons behind this are varied, but ultimately map back to protecting investor interests.

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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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Boutique asset managers: The path to scale

By Lee Burchell

Markets and regulations are constantly evolving, expensive internal operating models impede scalability, and savvy investors recognize that growth cannot be achieved if internal costs are unsustainable. How can boutique firms meet these challenges and stay competitive?

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Millennial investors demand solid ESG policies and transparency, part 2

By Nick Curwen

In the first of our two-part blog series, we talked about millennials, how they are likely to invest, and the depth of their investment knowledge. We now address how strong, solid transparency and ESG policies will attract this elusive investor.

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How to Gain Greater Transparency into Your Cash Position

By: John Hansen

Cash Flow Business Finance Concept

The need to provide timely and accurate information across an entire organization can be difficult and resource-consuming. The challenges are many: business units may have different sources and uses of funds, they may be separated geographically or by differing reporting structures, or there may not be a standard mechanism in place by which this information can be easily disseminated within the organization.    
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