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Nov 15, 2022

4 Investment Strategies for Rising Interest Rates

Following the trend of the past few years, 2022 has been full of surprises, with fluctuating social, political and economic conditions creating an environment that requires extra attentiveness and flexibility to respond to unexpected opportunities and trends. While higher return opportunities and a strong private market pipeline led investors to increase real asset allocations in 2021, several factors have prompted a pullback in traditional private market investment allocations for 2022.

Nov 9, 2022

The Tax Impact on Portfolios in Asset Management Acquisitions

The flurry of M&A activity in the asset management sector in recent years has been widely reported. Institutional Investor says that “firms engaged in a record level of M&A transactions last year,” with a 50% increase in the number of deals over 2020. PwC called the 2021 market “scorching hot.” The opportunities to grow assets, drive efficiency, access new technology, and break into new products and markets continue to be powerful motivators to seek out partnerships that make sense.

Nov 4, 2022

Liquidity Risk Management: A Case for Broader Data & Model Integration

In the wake of the 2008 global financial crisis, researchers and institutional investors became more interested in liquidity risk modeling at large. As market and funding liquidity assessment have now become key requirements for major regulatory bodies, fund managers and risk specialists have sought to integrate liquidity risk analysis into their daily operations.

Nov 2, 2022

Investment Accounting Impacts for Insurers in Asset Management M&A

By most accounts, the flurry of M&A activity in the asset management world shows no signs of abating. Banks, insurers and asset management enterprises are vying for deals that will enable them to multiply AUM, gain scale, expand distribution and diversify their offerings.

Nov 2, 2022

Think You Know Your Digital Co-Worker? Think Again!

After our annual SS&C Deliver Conference, themed “Delivering the Future,” one thing was clear without a crystal ball—intelligent automation is playing prominently in the future success of health and wealth industries.

Oct 7, 2022

Group Life Insurers: Enhanced EOI Improves Premiums, Satisfaction

Just how significant is a seamless “evidence of insurability” (EOI) submission experience in accelerating policy issuance and premium revenue? In the second quarter of 2022, SS&C’s BRIX platform passed the milestone of 2 million individual EOI applications submitted since 2007. The amount of coverage that was pending EOI and underwriting decisions on those applications was more than $260 billion, representing slightly more than half of the requested coverage in aggregate. Imagine how much in uncollected premiums would have been left on the table had a significant percentage of those applicants abandoned the EOI process because it was too slow or clumsy.

Aug 1, 2022

Long-Duration Contracts Targeted Improvements and Impact for Insurers

In August 2018, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2018-12, Financial Services—Insurance (Topic 944), often referred to as long-duration contracts targeted improvements (LDTI).

Jul 15, 2022

Choosing a Front-to-Back Solution for Investment Managers and Insurers

Both investment managers and insurance portfolios have grown increasingly complex over the past few years.  M&A activity between the two has also accelerated, forcing the newly combined entities to figure out the best way to integrate disparate, overlapping and redundant systems as well as address redundant or overlapping operations and staff. Legacy technology and inefficient operating models can quickly erode any increase in revenue or margin garnered from such deals.

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