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April 21, 2017  |   Volume I, Issue XXXVII
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SOFTWARE & SERVICES EBRIEFING

Institutional and Investment Management


Software & Services eBriefing
Stay ahead of the pack with the right technology tools

The investment management industry continues to experience challenges generating alpha, sustaining investor confidence, and managing risk exposure. For many firms, these challenges are rooted in operational infrastructures that lack the agility to respond to new business requirements amid a changing investment environment. What tools do you need to stay ahead of your competition?

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The elusive millennial investor – Part 1

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To succeed in today’s complex and ever-changing investment world, asset managers must adopt a clear strategy to reach “millennial” investors. Despite the growing influence of the millennial investor, many managers still don’t have a plan. In this first of a two-part eBriefing series, we look at how millennials are likely to invest and the depth of their investment knowledge.

Globalizing your e‐learning

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Whether you work at a large multinational or a boutique investment shop, the business of finance is global. Your employees are citizens of the world, and your business is global, so your training should reflect that. The trouble is, it can be difficult to ensure your library of courses is free of bias.
SS&C Blog
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Congratulations! April 07 Puzzler Solvers:
Andrew Erman, Transamerica
Ellen Torrance, Retired
Gabriel Ng, Parametrica Asset Management
Ian Arvin, IQS
Joe Lally, UBS
Kevin Strutz, Acuity
Mark Shornick, Numerix
Michael R. Murray, Independent Economics, Strategic Planning & Enterprise Risk Management
William F. Gibson, IVY Creek Associates


May 30, 2017
SS&C Releases Enhanced Precision LM™ Borrowers Viewpoint

May 23, 2017
Q10|iCap Realty Advisors Selects SS&C to Support its Growing Commercial Loan Portfolio



May 30, 2017 - May 31, 2017
CECL Conference
Kimpton Epic
Miami, FL

May 31, 2017 - Jun 2, 2017
ILPA Member’s Conference
Boston, MA

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