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April 21, 2017  |   Volume XIV, Issue XXIX
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SOFTWARE & SERVICES EBRIEFING

EMEA


Software & Services eBriefing
A move towards transparency

In the pre-crisis world, alternative asset managers considered investor transparency a “nice to have” rather than a “must have”. Today, it is impossible to fundraise without it. Are you meeting your investors’ transparency expectations?

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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.

The enduring advisory firm

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In the book The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently, Pershing executives Mark Tibergien and Kim Dellarocca advise financial advisors on how to reshape their businesses to stay alive in today’s advisory market. Here are some highlights from their recent discussion at the Pershing Advisor Elite Summit.
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


Sep 14, 2017
SS&C GlobeOp Hedge Fund Performance Index: August performance 0.90%; Capital Movement Index: September net flows advance 0.13%

Sep 13, 2017
SS&C GlobeOp’s Regulatory Solutions Group Celebrates Five Year and 500 Client Milestone



Sep 25, 2017 - Sep 26, 2017
HFM European Leaders Summit
London, UK

Sep 25, 2017 - Sep 27, 2017
2017 eMoney Conference
Fairmont Scottsdale Princess
Scottsdale, AZ

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