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March 24, 2017  |   Volume XIV, Issue XXVIII
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Software & Services eBriefing
Automation Part 1: Introducing investment operations automation

Daily operations, including trade capture, investment transaction processing, striking NAV values and unit prices, tax and fee calculations, performance measurement, and reporting, must all be done accurately and on time within a highly controlled environment. This is hard to attain. Managers need an efficient end-to-end solution that is scalable and robust. Can this be achieved in-house or is outsourcing the answer? Let’s find out.


Leading future leaders

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How effective is your firm at identifying and preparing leaders? The difference between a mediocre organization and a great one often lies in the ability to bridge the transition between its existing leaders and those in the next generation.

The performance measurement reporting quandary: Buy, build, or rent?

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Today’s investment managers expect more from their asset servicers. What were acceptable services a decade ago (e.g. monthly reporting and investor statement distribution), have changed drastically. What are the new challenges faced by today’s managers and how do they affect what’s expected of asset servicers?
SS&C Blog
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Congratulations! March 10 Puzzler Solvers:
Andrew Erman, Transamerica
Dale Stout, Calvert Investments
Edward Safran, Omega Options Organization
Gabriel Ng, Parametrica Asset Management
Joanne Barsanti, MBA
Joe Lally, UBS
Jonathan Ansbacher, EY
Julie Perks, GWL
Kevin Strutz, Acuity
Michael R. Murray, Independent Economics, Strategic Planning & Enterprise Risk Management
Philip, SECOR
Sean Anderson, 40|86 Advisors
Shaomeng, Hou
Teresa Wu Scott, Thomson Reuters
Tung Vien, Barings LLC
William F. Gibson, IVY Creek Associates

Mar 21, 2018
SS&C GlobeOp Forward Redemption Indicator: March notifications 2.91%

Mar 20, 2018
NorthCoast Asset Management Selects SS&C to Deliver Investment Operation Transformation

Mar 21, 2018 - Mar 22, 2018
CECL 2018 Congress
Marriott Downtown
New York City, NY

Mar 26, 2018 - Mar 27, 2018
InvestOps USA
Grand Hyatt Tampa Bay
Tampa, FL

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