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August 11, 2017  |   Volume XIV, Issue XXXV
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SOFTWARE & SERVICES EBRIEFING

Alternative Investments


Software & Services eBriefing
The AIMA guide to sound practices for the selection of administrators

The alternative investment market is changing quickly, and not all administrators are created equal. Investment managers must carefully consider some key points before deciding if a fund administrator is the best fit for their current and future requirements. Let’s learn what those key points are.

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The elusive millennial investor – Part 2

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Despite the growing influence of the millennial investor, many managers still don’t know the best way to attract them. In the first of our two-part eBriefing series, we talked about how millennials are likely to invest, and the depth of their investment knowledge. In this second part, we examine the roles transparency and a manager’s environmental, social, and governance (ESG) policies play in attracting this elusive segment of investors.

Continuing education credits for financial professionals

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If you are a member of a professional designation it is likely that you are asked to adhere to a specific set of guidelines and expectations. For the designation comes the expectation that members continue to improve their skills and stay current with best practices as their careers progress.
SS&C Blog
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Congratulations! July 28 Puzzler Solvers:
Edward Safran, Omega Options Organization
Gabriel Ng, Parametrica Asset Management
Ian Arvin, IQS
Kevin Strutz, Acuity
Logan Owen, HCG Funds


Oct 15, 2017
NTAsset Selects SS&C for Fund Administration and Middle Office Operational Support

Oct 13, 2017
SS&C Closes Acquisition of CommonWealth Fund Services



Oct 19, 2017
Commercial Paper Issuers Working Group (CPIWG)
Tarallucci E Vino
New York, NY

Oct 23, 2017 - Oct 25, 2017
GAIM Ops West Coast
Ritz Carlton
Rancho Mirage, CA

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