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Jun 28, 2022

Primary Drivers of Operational Risk for Asset Allocators

Operational risk has been an increasingly important topic in the alternative investment space, as systems built for fewer, less complex portfolios now need to accommodate portfolios that are increasing in size and complexity. Over the past few years, asset allocators have grown beyond managing money for a single organization or pool, and operational risk grows as processes grow. And while asset allocators have been the driving force behind fund managers upgrading their operational systems and processes, that attitude hasn’t necessarily translated to asset allocators themselves.

May 24, 2022

Is Your Firm Too Reliant on Spreadsheets?

While automation has gained more and more speed in recent years, many asset management firms continue to rely on spreadsheets for at least some of their operations. This spreadsheet dependence is often born through workarounds that are created when the normal IT channels aren’t able to meet needed deadlines. Spreadsheets can be perfectly functional tools, but their integration into daily processes can quickly become a problem by moving data away from core systems and introducing manual steps. These manual steps slow down the process and reduce efficiency, in addition to introducing greater potential for errors.

Apr 19, 2022

Anticipating Investors’ ESG Needs

Fully integrating a robust ESG approach can be a steep learning curve. As interest in ESG increases, both regulatory pressure and investor expectations can change quickly.

Fund managers would do well to be prepared and get ahead of these needs.

Apr 14, 2022

Reporting and Monitoring for ESG

In a recent ESG webinar with three subject matter experts, we posed the following question: “How are managers monitoring their ESG risks and opportunities and how are they reporting this to the investors?”

Feb 25, 2022

EBA Proposals Eye Enhanced Credit Spread Risk and Standardized NII

With interest rate hikes now almost a given in the medium-term horizon as a result of increasing inflationary pressure, European regulators are shifting their focus to ensure financial institutions are prepared to weather associated impacts. In December 2021, the European Central Bank (ECB) announced its supervisory priorities for the triennium of 2022-2024 where “Sensitivities and shocks to interest rate and credit spreads” are clearly identified as a key vulnerability for the European banking sector, and therefore, a supervisory priority for the period.

Jan 18, 2022

3 Trends in Automation: Evolving to a New Normal

Many organizations have accelerated their plans for digital transformation, driven largely by the COVID-19 pandemic and remote work conditions that appear to be the “new normal” moving forward. In the face of the “great resignation,” there is an increasing emphasis on and benefit from adapting to hybrid models of employees working both in the office and from home on a more permanent basis. The growth of those hybrid workforces is in turn driving the need for more efficiency. As a result, organizations are relying more heavily on process mining and AI to achieve their operational goals.

Dec 17, 2021

Digitally Engage Members with Mobile Technology

In a recently conducted survey, SS&C learned that 90% of surveyed Australian super fund members prefer digital and electronic communication regarding their superannuation accounts. Technology plays a critical role in reaching members with meaningful interactions. One area of significant opportunity is through mobile communication. Consumers spend upwards of three to four hours a day on their smartphones, meaning that mobile access with a responsive interface is a must-have.

Dec 13, 2021

How Active Treasury Management Drives Alpha

Institutional investors must be selective and allocate to funds that not only deliver consistently strong performance but also demonstrate excellence in operational risk management and treasury operations. This approach reflects an emphasis not just on returns, but also on concentration risk, counterparty exposure, fee transparency, borrowing costs, margin requirements and more. Meanwhile, fund managers have begun looking for alpha in areas that may have previously been overlooked, and firms are recognizing active treasury management as a way to drive value.

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