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March 24, 2017  |   Volume III, Issue XXVIX
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SOFTWARE & SERVICES EBRIEFING

Australia


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.

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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
PHilight 1
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


Jul 24, 2017
SS&C GlobeOp Forward Redemption Indicator: July notifications 2.57%

Jul 17, 2017
SS&C Enhances DDJ Capital Management’s Operations with PORTIA’s SaaS Platform



Jul 27, 2017 - Jul 28, 2017
IASA Texas Chapter Summer Conference 2017
Omni Barton Creek Resort and Spa
Austin, TX

Sep 10, 2017 - Sep 13, 2017
2017 FAOG Conference
Denver, CO

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