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Apr 14, 2021

Exploring the opportunities and challenges in hybrid funds

Hybrid funds have emerged as an increasingly popular way to satisfy investor demand for diversification resulting in exceptional returns. These vehicles are designed to focus primarily (but not exclusively) on illiquid investments through a blend of the longer-term investment strategies of closed-end private equity funds and the trading and hedging strategies of open-end hedge funds. This offers investors exposure to a wide variety of asset types, affording greater flexibility in liquidity options.

Apr 9, 2021

The changing face of advice: how financial advisors are evolving

The expectations and scope of financial advice have evolved considerably over the past 10 years. Meanwhile, growing wealth and slow growth in the number of financial advisors in the industry represent increasing opportunities for existing and new financial advisors to grow their practices. As a result, what advisors are looking for from their asset management partners continues to change.

Apr 6, 2021

Digital engagement drives retention

Like most industries, strategies to keep customers from leaving take a back seat to driving new sales. But reducing redemptions can be more cost-effective and profitable than finding new clients. In fact, one asset manager that we work with has found that, among similarly priced products, one with a 21% higher retention rate translates to 33% higher revenue.

Apr 1, 2021

Time to prioritize advisor preferences for engagement

As discussed in our recent whitepaper, Cost Effectively Growing Assets, identifying and prioritizing the national accounts partners and financial advisors to focus on is a critical first step for firms in the quest to grow assets in a more effective and efficient way.

Mar 25, 2021

Cost-effectively growing assets with digital engagement

It is hard to believe that it has been an entire year since the COVID-19 pandemic forced asset managers fully into the realm of virtual selling with a heightened focus on digital engagement. Some firms were better prepared for this transition than others. But overall, asset managers managed to pivot quickly and flourish amid the unprecedented environment of uncertainty.

Mar 15, 2021

Is your firm returning to the office? Insights & practical ideas for success

Dogs barking, kids fighting in the background, phones ringing while you’re on video conference calls, the joy of getting booted unexpectedly from a Zoom call in the middle of speaking. Life happens when working remotely during the COVID-19 pandemic.

Work dynamics have certainly shifted from a year ago, and they’ll shift again as companies return to the office. The transition begs a host of questions and considerations for returning. What will working in the office look like? Who will come back? How can companies best support the transition to a post-pandemic workforce? How should leaders prepare?

Mar 5, 2021

Digital distribution experience: where operations meet sales and marketing

This is an exciting time to be part of SS&C, both for employees and our clients—especially for the wealth management and asset management sides of the financial services industry. Our traditional business of record keeping and transfer agency-related services is quickly evolving as we recognize our clients’ work every day to grow and retain assets. We want to partner with them (you) to do just that, as we future-proof our offerings and honor our commitment to the industry. We will do so while keeping modern and secure digital capabilities at the forefront.

Mar 2, 2021

Outsourcing for banks improves compliance with regulations

We’ve previously discussed how outsourcing a one-off project or business event can allow organizations to minimize the strain on internal resources during a planned or unexpected event. One group that can benefit from this trend includes banks and credit unions. Many of these organizations may not realize that there are outsourcing solutions specifically tailored to their regulatory compliance needs.

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