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Aug 9, 2019

Evaluating the evaluations vendors: benchmark study

This benchmark study helps firms to assess pricing sources in support of their vendor selection and due diligence processes.

Jul 19, 2019

IMN West Real Estate CFO & COO Forum

On 16-17 May, the IMN West Real Estate CFO & COO Forum was hosted in Santa Monica, California, and professionals from SS&C’s Real Assets team were there offering insight as panelist participants in two separate sessions: technology and opportunity zones.

Jul 18, 2019

Assessing and addressing fraud - An SS&C Deliver Conference sneak peek!

Due to the increased volume of exposed personal records through cyber breaches, it’s much easier for bad actors to combine illegally-obtained information with data gleaned from social media and other web-based, public information sites.  Once armed, these actors have shown incredible creativity in their exploitation of this data to steal money from our organizations and our customers.  Given this information rich-environment, how bad is fraud, and can we stop it?

Jul 16, 2019

Is blue sky compliance like the SEC or the IRS?

All fund compliance has risen to elevated levels within fund boards, and a recent hot topic has become state compliance, also known as blue sky laws.  This is due to obvious reasons– fees and penalties. 

Jul 12, 2019

Challenges facing family offices: what is holding you back?

With at least 10,000 single-family offices in the world, half of which were formed in the last 15 years, family offices may feel like they struggle to keep with the pack. To keep pace with the increasingly complex and ever-changing tax, regulatory and accounting requirements, family offices must modernize their technology and operations.

Jun 4, 2019

10 themes with Opportunity Zone Funds

The Opportunity Zone Fund conversation has remained a consistent topic throughout 2019 and we are still in the first Inning of the program.  There have been a number of events, seminars, conferences, webinars and discussions regarding Opportunity Zone Funds and how to participate in the benefits. 

May 21, 2019

SuperReturn International: data is still front and center

The private equity industry has gone through a period of extraordinary growth over the last few years. 2017 set a new fundraising record and 2018 was another banner year for the asset class. However, growth seems to be slowing and the industry is facing a number of challenges - chief among them the high levels of EBITDA multiples of private companies.

Apr 26, 2019

Opportunity zones evolving regulations: Part 2

On April 17th, the IRS released the long-awaited 2nd round of proposed regulations for the Qualified Opportunity Fund program. In addition to providing some clarity on the below items mentioned in our previous blog, the proposed regulations covered and provided clarification on additional items.

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