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April 4, 2008  |   Volume IX, Issue VI
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Mark Bramley
(617) 648-0923 | Email
SOFTWARE & SERVICES EBRIEFING

Asset Management


Software & Services eBriefing
CIPM or CFA?

The Certificate in Investment Performance Measurement (CIPM) program is a certification designed to train highly qualified, ethically grounded performance professionals to meet industry needs. The CIPM program is independent of the CFA program. Mark R. Elliott, global head of performance measurement and attribution for SS&C, comments on the benefits of CIPM certification to SS&C as an organization.

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Applying the 80/20 Rule to Wealth Management

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Wealth management today is a complex juggling act between servicing clients and developing the business. The Pareto principle, also known as the 80/20 Rule, is commonly invoked. It asserts that "80 percent of your sales come from 20 percent of your clients." If it holds true, then taking a value-based approach to customer segmentation may free up time to focus on increasing your asset base.

Victims of Technology Terminology Overload, Unite!

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ASP, BPO, On-Demand, SaaS, SeS; there are a multitude of terms out there describing technology delivery but what do the terms really mean? Read on as we try to break it down.
SS&C Blog
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Sep 13, 2016
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Sep 13, 2016 - Sep 15, 2016
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San Diego , CA

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