Asset allocators face a major challenge when it comes to tracking and reporting investments and underlying holdings across a variety of asset classes. A consolidated view of all fund investments addresses this challenge.
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In a recently published whitepaper, SS&C provided insight into the increased popularity of open-end funds. There may be nuances asset managers are not familiar with given their closed-end fund focus—especially their comfort with the prevailing performance measurement tool, Time Weighted Returns (TWRs).
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Today’s asset and wealth management market is at the dawn of a new era. Technology, social and economic forces are shaking up the industry in ways that we haven’t seen before.
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This year at GAIM Ops West, SS&C will be joining 320+ professionals from across the fund and investor spectrum, representing the increasingly diverse nature of the alternatives industry. As part of the conference, three senior SS&C thought leaders, including Katherine Pearce, Vice President Product Management and Solutions Consulting, will be lending their knowledge to panel sessions covering key themes on investor allocation, private equity operations and private credit focal points for investor ODD.
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Age is emerging as a significant factor in how the next generation of financial advisors and investors interacts with asset managers.
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SS&C’s e-Investor solution is designed to minimize the error rate of documents submitted by investors, which our research shows can be as high as 80%. Reducing that error rate is especially important during the onboarding process.
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The drive for better trade transparency led to the introduction of the MMIF reporting in 2014, which aims to capture a comprehensive overview of all transactions and positions of funds. The submission must be made on a quarterly basis for all Undertakings for the Collective Investment of Transferable Securities (UCITS) and hedge funds resident in the Republic of Ireland.
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