Search posts by category

Aug 14, 2019

Potential models for a global transfer agency

As operational, legal, regulatory and other differences create obstacles for fund managers with global fund families, proposed models for a global transfer agency service offer a future with comprehensive, consolidated and up-to-date information about fund holdings and activities; a consistent level of service across the globe; and un-intermediated digital relationships with investors.

Aug 8, 2019

From hype to help: AI adds value to process automation

Process automation is critical to any organization's growth in today's rapidly evolving world of business. To achieve their goals, many companies are turning to emerging technology for help, most notably artificial intelligence (AI), machine learning and robotics.

Jul 25, 2019

Global transfer agency: challenges and obstacles

Today, a large global fund complex is likely to be working with multiple transfer agents in its mutual fund business alone. Engaging high numbers of transfer agents has a significant impact on the cost and complexity of operations.

Jul 5, 2019

GMP comparison of male and female scheme members

Previously, we’ve written about the benefits and challenges associated the new GMP legislation. Let’s look at how calculations would play out in a real-world example.

Jul 2, 2019

Five mistakes to avoid when implementing an SFTR solution

Following the release of the technical standards on Securities Financing Transaction Regulation (SFTR) transaction reporting on 20th March, in-scope firms – including credit institutions and investment firms – will need to comply with reporting obligations that come into force on 13th April 2020.

May 28, 2019

MIPIM 2019: Engaging the Future

In March 2019, SS&C sent two teams to Cannes for the largest European real estate industry event of the year, le Marché International des Professionnels de l’IMmobilier, or MIPIM. This was the 30th consecutive year for MIPIM, which hosted nearly 30,000 attendees and exhibitors at the four-day event.

May 21, 2019

SuperReturn International: data is still front and center

The private equity industry has gone through a period of extraordinary growth over the last few years. 2017 set a new fundraising record and 2018 was another banner year for the asset class. However, growth seems to be slowing and the industry is facing a number of challenges - chief among them the high levels of EBITDA multiples of private companies.

May 15, 2019

Clarifying GMP equalisation and conversion to scheme members

The UK Department of Work and Pensions (DWP) released the long-awaited “Guidance on the use of the Guaranteed Minimum Pensions (GMP) conversion legislation” on April 18, 2019. Historically, GMPs could create an inequality in the total benefits a man or a woman received under similar circumstances. Over the past few decades, the UK government has determined that pension schemes must equalise pensions to resolve those inequalities, though there is not a specific method that is required to reach that equalisation.

RSS