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Nov 18, 2022

Does Direct Indexation Have ESG’s Complexity Problem?

Direct indexation and environmental, social and governance (ESG) investing aren’t as popular with financial advisors as industry news coverage would suggest—just two in five advisors have incorporated ESG into a client’s portfolio and only three in 10 advisors have used direct or custom indexing strategies with clients, according to our advisor research conducted in association with Horsesmouth.

Nov 9, 2022

Market Turbulence Makes Tax-Loss Harvesting Timely

Investors are trying to hold on while global markets continue their roller coaster ride this year. Given these ups and downs, your clients’ portfolios likely include both realized gains from early in the year and unrealized losses from the recent downturn. Now is the time to review a client’s realized gains and plan for tax-loss harvesting (TLH), which is to sell investments that have lost money to offset realized gains with losses, and shave your clients’ capital gains tax obligations for 2023.

Nov 7, 2022

Two Initiatives Where National Accounts & National Sales Leaders Agree

It would be reasonable to assume—especially given the increasingly competitive and uncertain distribution landscape—that distribution leaders’ views would vary greatly about which initiatives will drive long-term success for their firms. After all, National Accounts and National Sales leaders must consider a plethora of external and internal factors that can really impact business outcomes. However, based on our recent surveys of National Accounts and National Sales leaders, there is a general consensus that data and technology refinement and enhanced business intelligence will be two points of focus for the majority of asset management organizations in 2023.

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.

Nov 1, 2022

Reimagining Investment Operations with Users in Mind

Technology is advancing at an accelerating pace, and asset managers using older operational infrastructure or piecemeal solutions are having a harder and harder time keeping up—if they’re able to keep up at all. Firms that continue to work in operational siloes with a patchwork of legacy systems are in danger of falling behind and becoming unable to meet regulations and customer expectations. Investing in technology is the logical choice to advance a business, but how do you choose a solution that pays you back in cost savings and efficiency gains?

Oct 28, 2022

Opportunities for Alternative Investment Managers Continue to Grow

As investors struggle towards the end of a volatile 2022, which through mid-October had seen the S&P 500 with dividends down -23.9% and 10-year Treasury and 30-year Treasury bonds down -18.1% and -33.8%, respectively, the importance of alternative investments as part of an overall asset allocation continues to grow. Accordingly, it is unsurprising that interest in illiquid alternatives such as non-traded real estate investment trusts (REITs) and non-traded business development companies (BDCs) is increasing sales. Fundraising for non-traded alternative investments totaled $77.1 billion year-to-date through August 2022, a 56% increase over the same period of 2021, according to Robert A. Stanger and Co. Lead by the Blackstone Real Estate Income Trust (BREIT), sales of net asset value non-traded REITs reached $26.0 billion, followed by non-traded BDCs with $18.7 billion and interval funds with $18.0 billion. Total alternative sales are projected to reach a record-breaking sum of $120 billion in 2022.

Oct 25, 2022

Where Does the Municipal Market Go From Here?

According to the Bond Buyer, “September municipal bond issuance declined 43% year-over-year, with nearly every structure and sector seeing large drops, as issuers eschewed the market amid another Federal Reserve rate hike and severe global market volatility.”1 Municipal bonds sold off in sympathy with Treasuries and as a consequence, yields increased to the highest level of the year.

Oct 19, 2022

AI & Robotics: Transforming Modern Business Processes

The use of Artificial Intelligence (AI) and robotics in businesses is increasing rapidly and it’s transforming operations in modern business processes. These technologies have already proved themselves with the advancement in self-driving cars, virtual assistants, machine learning concepts and more.


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