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April 4, 2008  |   Volume IX, Issue VI
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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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Feb 23, 2017
SS&C to Present at the Morgan Stanley TMT Conference and JP Morgan High Yield and Leveraged Finance Conference

Feb 22, 2017
SS&C GlobeOp Forward Redemption Indicator: February notifications 3.25%



Feb 27, 2017
HFM Regulatory Symposium
Warwick Hotel
New York, NY

Feb 27, 2017 - Mar 1, 2017
Kestra Financial 2017 Ascend Soar
Championsgate
Orlando, FL

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