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Dec 3, 2019

Smart Beta: its risks and returns

Smart Beta is a combination of value investing and efficient-market hypothesis. Smart Beta investing combines the benefits of Active Investing and Passive Investing strategies to obtain Alpha, lower risk or increase diversification at a lower cost than active management, and at a slightly higher cost than direct Index investing.

Nov 25, 2019

Do all mutual funds need to notice file with all jurisdictions? A review of Blue Sky laws

The differences between states’ Blue Sky laws can create a lot of confusion when it comes to compliance. What constitutes an offer and sale in a state? What type of an entity qualifies as an exempt institutional investor? How do mutual funds factor into the equation?

Nov 22, 2019

Cybersecurity issues for investment funds

As “phishing” attempts and other cyberattacks get more and more sophisticated, businesses are finding it harder to protect themselves from threats. The financial services industry is the primary target of cyber thieves, and no organization is too small to fall victim. Our whitepaper, Cybersecurity issues for investment funds, explores this topic in more detail.

Nov 18, 2019

The impact of low automation, value drivers & risk factors on digital transformation investment

The root causes of low automation explain the lag in many financial organizations’ decisions to implement end-to-end automation. One of the primary drivers of low automation—fragmented data—is a direct result of a splintering within the financial services industry.

Nov 13, 2019

The problem when asset allocators don’t manage and mitigate operational risks in multi-fund portfolios

Managing operational risk in fund investments has been a topic of discussion for a number of years. In 2003, a Capco whitepaper entitled “Understanding and Mitigating Operational Risk in Hedge Fund Investments” concluded that over 50% of hedge fund failures were due to operational risk. The paper also concluded that this risk could be mitigated through the concept of “Operational Due Diligence” (ODD).

Nov 11, 2019

Competition drives technology outsourcing in commercial/multifamily loan servicing

Commercial loan originations have experienced steady growth over the past 10 years. The Mortgage Bankers Association now forecasts record loan volume in 2019 and continued growth in 2020 driven by the low interest rates and strong demand for commercial and multifamily assets.

Oct 31, 2019

How a golden data set can help overcome common data challenges

How do you infuse data into your day-to-day business? In a recent webinar, The Data Age—How data can drive decisions at all levels of an organization, Alastair Hewitt, Director, CORE-Sightline and Lyndsay Noble, Director, Data Science explored what goes into creating a “Golden Data Set,” and how organizations can use that information in a strategic way.

Oct 29, 2019

Awareness is key to preventing fraud

In order to better understand the means and methods of fraudsters in the digital age, SS&C turned to a panel of industry practitioners representing law enforcement, one of America’s largest banks, a large asset manager, and SS&C’s own experts.

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