January 11, 2008
Volume IX, Issue I
ASSET MANAGEMENT
Software & Services eBriefing
Protecting Your Brand

Most financial services companies understand the value of a strong brand. Customers trust it. It contributes to loyalty and retention. But how many companies consider client reporting to be a component of brand strategy?

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Is GIPS® Worth Doing?

The answer is "Yes" because GIPS compliance provides legitimacy and gives investors confidence that your firm strives to meet the highest standards. It's an important factor in marketing your firm.

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M&A Activity Peaked in 2007

As reported on CNNMoney.com, 2007 represented the biggest buyout frenzy since 2000, as 42 fortune 1,000 corporations were acquired. The largest deal in the Financials sector was the purchase of Golden West Financial by Wachovia for $24.2 billion. As deals of all sizes continue to be made in 2008, what's the most efficient approach to managing multiple holdings systems?

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FOR MORE INFORMATION

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CONTACT

Alex Marasco
646-213-7138
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PRESS RELEASES

5/21/2013
SS&C GlobeOp Forward Redemption Indicator: May notifications 3.77%

5/16/2013
Credential Securities Selects SS&C’s Global Wealth Platform


EVENTS

June 5, 2013
Trends in Vermogensbeheer
De Industrieele Groote Club
Amsterdam, The Netherlands
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June 20 - 21, 2013
TSAM NA’s Buy-side Technology & Operational Strategy
Sentry Centers
New York, NY
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PRODUCT ALERTS

Recon 6.5 Now Available

PORTIA version 11.3






Congratulations! December 14 Puzzler Solvers:

Conrad Villanueva, CHSI
Corrine Edwards, GSIM LLC
Craig Einhorn, Allstate Investment, LLC
Diane Lloyd, AXA Equitable
Don Allen, SOA/EA Consulting, LLC
Eric Tang, Ameritas Life Insurance Corp
Ferdinand Wit, VvAA groep bv
George Klören, Rabobank International
Jean Litchko, Columbian Financial Group
Jeffrey P. Ricker, CFA, Dreadnought. Limited
Jeffrey Rosen, Seattle Pacific Realty, Inc.
Jim Mowery, Transamerica Reinsurance
Joe Balsarotti, Software To Go
Joe Lally, UBS
Joseph Dudajek, AXA
Josh Grzadzielewski, State Bank of Arcadia
Kevin Davis, Global Brokerage Corporation
Kevin Strutz, Acuity
Kishor M. Parekh, CGFM, Abaca Advisory Company
Kristin Peura, Great Eastern Management
L K Havanur, Canara Bank
Louie Escamilla, Frankenmuth Insurance
Mark Evans, AEGON USA
Mark Webb, National Development
Michael Germansky, Douglas Emmett
Nate Eckloff, RBC Capital Markets
Richard Leiser-Banks, Triangle Actuarial Services
Rob Kugler, Archer & Greiner, PC
Robert Polansky, General Mills
Robert V. Gordon, CPA, JD, RVG Consulting Services, LLC
Roger Hallquist, Transamerica Life
Roger Mowrey, CSC
Rosemarie Ottomanelli, AVID LLC
Sandie Crago, The Richard E Jacobs Group
Sherree Wisel, CNA
Stephen A. Edwards, Kilpatrick Townsend & Stockton LLP
Steve Kirkpatrick, Centra Partners, LLC
Sue McCluskey, RBC Capital Markets
Suresh Kumar, Canara Bank
Tara Uebelhor Bayse, OneAmerica
Teresa Wu Scott, Thomson Reuters
William F. Gibson, Al Rajhi Capital

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