April 4, 2008
Volume IX, Issue VI
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

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.

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Victims of Technology Terminology Overload, Unite!

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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FOR MORE INFORMATION

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CONTACT

Mark Bramley
(617) 648-0923
Email us



PRESS RELEASES

10/21/2014
SS&C GlobeOp Forward Redemption Indicator: October notifications 3.12%

10/13/2014
SS&C GlobeOp Hedge Fund Performance Index: September performance 0.24%; Capital Movement Index: October net flows decline 1.01%


EVENTS

November 20 - 21, 2014
IASA Northeastern Chapter
51st Annual Conference and Business Show

Newport Marriott
Newport, RI
Request a Meeting


November 25 - 26, 2014
ALFI’s European Alternative Investment Funds Conference
Nouveau centre de conférences Kirchberg (NCCK)
Luxembourg
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