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May 29, 2020

The silver lining of a crisis: defining and accelerating digital transformations

Amidst the COVID-19 pandemic, asset managers have done an excellent job of adjusting their service and communication response—in both strategy and execution—even if some scrambling has been involved.

In speaking with executives, following press coverage and observing third party communications, we have spent significant time thinking about our clients working through “digital transformations.” Although this pandemic brings more pressure, the timing enables firms to strategize and tactically plan their digital transformations.

May 27, 2020

The added value of investment analysis — especially in times of market volatility

Investment performance teams require a comprehensive and highly customizable performance and attribution solution to provide informed analysis to their investment managers. Right now, investment analysts are poring over recent market activity and comparing the results to ex-ante (forecast) risk models employed to predict likely outcomes during extreme events. To conduct this analysis, accurate, detailed and meaningful ex-post (actual) performance and risk results are critical.

May 15, 2020

Regulatory challenges and relief amidst market volatility caused by COVID-19

There have been several changes to industry regulations that can help better position firms in a post-COVID-19 environment. Recently, we asked a panel of SS&C experts to discuss these changes facing the financial industry. While firms have universally shifted to a remote, work-from-home model, our experts outline potential regulatory impacts.  

Apr 21, 2020

Increased support for large exposure management and reporting with release of SS&C Algorithmics Credit Manager 5.4.8

The latest release of SS&C Algorithmics Credit Manager is available nowACM is a complete credit risk platform meeting the needs of organizations to know, price, control, monitor and reduce credit risk. ACM capabilities include providing a single view of risk, credit exposure calculation and consolidation, limits management, excess monitoring, what-if and limit reservations, and qualitative and quantitative ratings.

Apr 14, 2020

Small process changes in the wake of COVID-19 make positive impacts for SS&C brokerage solutions clients

Higher trade volumes. Late pricing. More customer calls.

It’s no secret that a substantial increase in late fund pricing in the wake of the COVID-19 pandemic has made transaction clearing and settlement more difficult for broker-dealers.

Apr 8, 2020

SS&C Algorithmics clients get ready for FRTB

SS&C Algorithmics FRTB (Fundamental Review of the Trading Book) solution has been available since 2016, with a number of early-adopter clients starting implementation that same year and going into production within months.

Mar 6, 2020

Enhancing customer experience through aligning sales and marketing strategies

Great customer experience requires operational alignment across distribution and marketing teams; yet, according to our 2019 survey of asset management Chief Marketing Officers, the number one stated challenge in improving customer engagement was better alignment between sales and marketing on shared strategies and objectives.

Jan 15, 2020

RCI overlay of FINRA 2019 Exam Findings

FINRA recently released its annual 2019 Report on FINRA Examination Findings and Observations. This excellent summary of what FINRA has found from its examinations and observed practices highlights real-world areas of concern.

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