February 8, 2008
Volume IX, Issue III
ASSET MANAGEMENT
Software & Services eBriefing
2007 was a Record Year for Options Trading

The Options Industry Council (OIC) recently reported that a new annual volume record was set in 2007, with a total of 2,862,826,218 contracts changing hands. This surpassed 2006's record by 41.18 percent. With all this volume, how can you ensure that you have the correct pricing information when you need it?

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How Do You Measure Success?

In the field of wealth management, success is often measured by the performance of a portfolio relative to a certain benchmark. However, success may also be measured by how well a portfolio aligns with a client's objectives, risk profile and time horizon, and how well the investment advisor reacts to changes in a client's circumstances and the market.

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Ending the Year-End Close Blues

Since most companies are still on a December 31st year-end, you have probably just finished or are currently finalizing your year-end numbers. The year-end close is one of the most significant financial accounting reporting events of the year.

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FOR MORE INFORMATION

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CONTACT

Alex Marasco
646-213-7138
Email us



PRESS RELEASES

6/17/2013
SS&C Appoints Timothy Reilly Senior Vice President, Institutional Outsourcing

6/13/2013
SS&C GlobeOp Hedge Fund Performance Index: May performance 0.77%; Capital Movement Index: June net flows advance 1.17%


EVENTS

June 20 - 21, 2013
TSAM NA’s Buy-side Technology & Operational Strategy
Sentry Centers
New York, NY
Request a Meeting


PRODUCT ALERTS

Pacer Web Reporting 2.10

Recon 6.5 Now Available






Congratulations! January 25 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

© 2013 SS&C Technologies, Inc. | 80 Lamberton Road | Windsor | CT | 06095



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