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Jan 12, 2022

Collateral Management Amid Changing Regulations

With the new regulations like the ongoing roll-out of Uncleared Margin Rules (UMR), many firms are evaluating if they are ready for regulatory deadlines, and whether they are able to proactively manage collateral exposures and challenge calls on a factual basis. Many are facing obstacles like the inability to independently value positions and calculate and challenge margin calls.

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.

Nov 8, 2021

The recipe for success: Partnering with the right transfer agent

The asset management industry is in a constant state of change. As managers endeavor to retain and grow existing investors and attract new assets, they face new and growing competitive threats. In this complex environment, managers will need to retain elite providers who are well positioned and equipped to help them succeed. This is especially true in the transfer agent space. Partnering with the right transfer agent can offer asset managers a meaningful strategic advantage.

Oct 28, 2021

Are you partnered with the right transfer agent for your needs?

Transfer agents are evolving to meet changing marketplace challenges and demands and are rapidly becoming more than just a recordkeeper. With the accelerating pace of technology innovation, leading asset managers are partnering with their transfer agent as a strategic element of their growth strategy. Transfer agents already help asset managers improve distribution, deliver superior investor and advisor experiences, and gain greater insights into data.

Oct 27, 2021

Trends in the Irish market: growth and opportunity

We recently sat down with industry experts in the investment management space in Ireland to talk about the direction of the market and the industry. Arun Neelamkavil and John Madigan are independent directors and consultants. We asked them about the post-COVID landscape, and they discussed trends that seem likely to continue.

Oct 26, 2021

Five trends driving compliance automation in wealth management

The use of intelligent automation in wealth management has been growing for a while now.

Originally seen as a way to enhance the client experience while also controlling staff growth, lower operating costs and reduce errors, many are starting to see the role automation plays in regulatory compliance as well.

Oct 18, 2021

Asset managers need clarity on ESG scoring, reporting and compliance

Public companies and investment firms tend to operate in a way that is in keeping with the preferences of their shareholders. More recently, an increasing interest in environmental, social and governance (ESG) concerns has prompted companies to include those practices in their investment decisions and principles.

Sep 22, 2021

Asset manager M&A means technology providers must keep up

The first half of 2021 saw several significant mergers and acquisitions in asset and wealth management, and the activity shows no signs of slowing. According to a recent PwC 2021 Midyear Outlook report, there were 145 transactions in the space in the first six months of the year. PwC anticipates the trend will continue amid ongoing diversification, innovation and transformation trends. SS&C recently sat down with several of our clients to discuss what M&A means for operations—and how technology providers can help their clients succeed.

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