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Dec 4, 2019

Financial services firms continue to outsource mid-to-back-office operations to remain competitive

A growing trend continues among financial services firms to outsource their middle and back-office operations and accounting processes. In a recent SS&C survey of companies in one major buy-side segment, 62% of those firms surveyed cited outsourcing or co-sourcing as a high priority.

Nov 21, 2019

Fundraising in Europe; a guide for US fund managers

The numbers suggest that the European asset management landscape is in good health. For managers looking for new sources of capital or diversification of their investor base, Europe is a very compelling region.

Nov 13, 2019

The problem when asset allocators don’t manage and mitigate operational risks in multi-fund portfolios

Managing operational risk in fund investments has been a topic of discussion for a number of years. In 2003, a Capco whitepaper entitled “Understanding and Mitigating Operational Risk in Hedge Fund Investments” concluded that over 50% of hedge fund failures were due to operational risk. The paper also concluded that this risk could be mitigated through the concept of “Operational Due Diligence” (ODD).

Nov 7, 2019

Could managed data services improve your investment operations?

You can outsource routine, repetitive data management and gain a range of benefits that improve current operations and position you better for future business. Vendors can collect, aggregate, normalize and cleanse data; identify and remediate exceptions; and deliver ready-to-use data to your systems for you.

Oct 29, 2019

Awareness is key to preventing fraud

In order to better understand the means and methods of fraudsters in the digital age, SS&C turned to a panel of industry practitioners representing law enforcement, one of America’s largest banks, a large asset manager, and SS&C’s own experts.

Oct 17, 2019

Benchmarking team synergies: how operations is involved in the allocation/investment process

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.

Oct 16, 2019

Internal Rate of Return vs. Time Weighted Returns

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).

Sep 30, 2019

The power of raising capital by digitizing your investor onboarding experience

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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