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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.
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Jun 23, 2016
Former Interactive Data Executive Will Entwistle Joins SS&C to Lead Sales and Business Development

Jun 21, 2016
SS&C GlobeOp Forward Redemption Indicator: June notifications 4.88%



Jun 27, 2016 - Jun 29, 2016
2016 Trust Officers Association of the Philippines (TOAP) Summit
New World Makati Hotel
Makati City, Philippines

Jul 19, 2016 - Jul 20, 2016
Family Office Exchange Financial Executives Forum
Swissotel
Chicago, IL

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