SS&C’s CRM2 Panel Discussion

Toronto, Ontario

SS&C hosted a panel update focusing on the impact from a wave of new regulations impacting the investment industry, specifically CRM2. The event was held at The Trump International Hotel & Tower in Toronto, ON. The video clips capture highlights from the lively discussion.

Panel Speakers

  • Jane Gulian Moiroux, VP and National Director, Investment Platform, BMO Harris Private Banking
  • Rebecca Cowdery, Partner, Borden Ladner Gervais
  • Barbara Amsden, Managing Director, The Investment Industry Association of Canada (IIAC)
  • Mark Elliott, Head of Performance Measurement, SS&C Technologies


Each panelist is introduced where they discuss the role of their respective organization in conjunction with CRM2. Rebecca Cowdery, Partner at Borden Ladner Gervais, discusses what regulators are aiming to accomplish with CRM2.

Part 2
Barbara Amsden, Managing Director, Investment Industry Association of Canada (IIAC) and Rebecca Cowdery, Partner at Borden Ladner Gervais LLP (BLG), discuss the links between regulatory and self-regulatory organizations, the challenges and opportunities, and some of the most potent questions raised by dealers, advisors, and asset managers.

Part 3
Barbara Amsden, Managing Director at IIAC, discusses the implications of “position cost” reporting and Mark Elliott, Director of Performance and Reporting Solutions at SS&C Technologies, highlights the differences and interpretation of results from money weighted rates of return vs. time weighted rates of return.

Part 4
Jane Gulian–Moiroux, Vice President & National Director, Investment Platform at BMO Harris Private Banking comments on areas of the regulation that requires careful attention as it relates to reporting and statement generation. Jane also discusses the lessons learned and provides valuable insight to those responsible for implementing CRM2 requirements.

Part 5
In conclusion Rebecca Cowdery, Partner at BLG, discusses how CRM2 fits with some of the other initiatives that are happening within the Canadian Regulatory forum. Our panelists comment if CRM2 will be sufficient to meet the objectives set out by regulators and ask the question: will more intrusive measures be introduced or being considered?

Questions from the Audience