In this issue:

• Self-Directed Trading
• Outsourcing - The Next Generation
• Choosing the Right CDO Vehicle
• Winning Wealth Management Business

Self-Directed Trading
The whole trading space is evolving for asset managers - from account structures, multi asset classes, research and trading venues. Traditional trading, using a full suite of services provided by broker-dealers, is less appealing to many firms for a variety of reasons. Instead, self-directed trading is becoming a popular alternative.

Outsourcing - The Next Generation
The benefits of asset management outsourcing are validated by the continued growth of the industry. Over the last four or five years, the tough economic and market environment forced asset management companies to work with fewer resources and find ways to cut their fixed costs. Many successfully turned to outsourcing as the solution. Now that the market is gradually improving, it doesn't mean the trend toward outsourcing will trail off - it will adapt and continue to provide benefits.

Choosing the Right CDO Vehicle
The collateralized debt obligation (CDO) market has matured since they first appeared in the late 80s. It has also diversified, with a variety of structures now available to investors, each carrying a unique level of risk and reward. The question asset managers must answer is, "Where does a CDO investment fit in my portfolio?"

Winning Wealth Management Business
The potential high net worth client base is significant, and so is the competition. But there are fundamental changes in this market segment, and in order to take advantage of opportunities, most wealth management firms need to focus on reorganizing their business model to meet the complex demands of ?new age? wealthy individuals.

Every two weeks, we bring you the latest in business and software issues that impact how institutional asset managers and corporate treasurers can use technology to their advantage.

Wealth Management

			SS&C Wealth Management
			SS&C Account Management
			SS&C Managed Account Programs

Trading

			Antares
		New	Heatmaps

Portfolio Management

			CAMRA
			Performance
			Compliance Monitor

Accounting

CAMRA

Risk Management

Debt & Derivatives

Outsourcing

Direct

Online Backup and Recovery

LiveVault

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Congratulations! January 28 Puzzler Solvers: Frederic Bach, CFA, ADIA James Fornof, CFA, Dauntless Solutions, Inc. Kevin J. Merz, Enterprise Technology Corp. Brian Clark, Euro Brokers Thomas R. Rzepecki, CFA, Ford Motor Company Gary Prizzia, Genworth Financial Kevin Davis, Global Brokerage Concepts, LLC Marc Milgrom, CFA, Goldman Sachs Execution & Clearing Kishor M. Parekh, CGFM, Howard Gary & Company Joel Shwimer, Joel Shwimer, Ph.D. James Brewer, Northwestern Mutual Mayer Kahn, Ohio National Nikolai Chuvakhin, Pepperdine University James Paulsen, R.C.I.S. Savita Vishnu, Republic Bank Ltd Jeffrey P. Ricker, CFA, Ricker Research Aaron Schindler, Schindler Trading

Future Articles Include:

• Seeing Compliance as a Plus
• Evaluating European Sovereign Debt
• Leveling the Playing Field
• Market Standards for OTC Derivatives

We hope you find this publication useful and would appreciate any comments you may have. Send them to comments.assetman@sscinc.com. If you prefer not to receive future eBriefings, please visit our subscription center to unsubscribe.