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Sep 28, 2020

Hedge fund administration – past, present and future

The hedge fund industry has adapted to many changes over the years—from new regulations to the massive shift to work-from-home operations in the spring of 2020. In a new whitepaper, we examine the factors that have enabled hedge fund managers to keep pace with those changes and rise above the competition.

Sep 21, 2020

Wealth solutions for today and tomorrow must focus on operational agility

With all of the day-to-day rigors of running an investment operation, it is difficult to devote the time to look at your overall operations, but it is important to pause and consider areas to improve and your longer-term future needs. In my role as a product manager, I often hear from wealth management firms that are struggling to optimize their operations and feeling they lack a compass to help them chart the path forward. As one firm representative told me, “We just don’t know what we’re looking for.”  I’ve seen hundreds of clients and implementations, and in this post, I share my perspective on some of the key aspects you should consider to grow and optimize your business.

Sep 16, 2020

SS&C Vidado’s AI-powered OCR wins 1st place in independent analysis

In their blog post Handwriting OCR Vendor Analysis, Cano AI compared SS&C Vidado’s AI-powered Optical Character Recognition (OCR) software against other top providers in the space.  Cano AI, a consulting group focused on discovering and sharing the most cutting-edge automation solutions, filled out a generic medical document containing a variety of short-form and long-form handwritten responses like the ones processed by healthcare and insurance companies. They then submitted this document to all three services and manually analyzed the accuracy rates.

Sep 4, 2020

Ten benefits of outsourced managed data services

While managing through these challenging times, your business is likely also looking toward the future. With “business as usual” upended, you may be trying to position your firm for whatever comes next while staying ahead of your competitors.

Aug 24, 2020

Real solutions to the challenge of client onboarding

Onboarding new customers challenges asset and wealth managers globally. Manual processes for Know Your Client (KYC), anti-money laundering (AML), Countering the Financing of Terrorism (CFT) and sanctions screening checks on investors and distributors can lead to compliance failures resulting in fines, criminal sanctions, or even jail terms.

Jul 13, 2020

Evolving & ever-changing ETFs – an AP’s perspective: the in-flows and out-flows of ETFs with Dave Nadig

Despite COVID-19 and unrest around the globe, this year has finally seen semi-transparent active ETF launches from American Century’s ActiveShares to Fidelity’s Active ETFs. Although there is uncertainty of what each day, week or month will look like in the new normal, one thing is for sure, the interest for gaining more knowledge about semi-transparent active ETFs is growing. Following the SS&C ALPS webinar on the subject, we sat down with ETF Trends’, Director of Research, Dave Nadig, to get an authorized participants’ (AP) perspective around the flows for these new models.

Jul 7, 2020

Evolving & ever-changing ETFs—considerations from an asset manager’s point of view

Asset managers are fortunate to have a number of fund structures to choose from to launch their various strategies, either within active or passive constructs. As ETFs have gained in popularity with investors for their low cost, tax-efficient, transparent and tradeable structures, asset managers have increasingly concentrated on the ETF wrapper for their new product launches. While the basic blocking and tackling of ETF management is very similar to other fund structures, managing a product that simultaneously trades on a listed exchange presents many new challenges for asset managers that may require additional expertise.

Jun 24, 2020

Performance measurement for private equities

Recent volatility in markets worldwide is a timely reminder of the benefits of diversification in an investment portfolio.  Since 2000, investment in private equity (PE) has significantly increased and provided investors greater diversification across growth assets. Over this time, private equity’s net asset value rose more than sevenfold globally, and PE-backed companies more than doubled to over 8,000 just in the USA, while the total number of publicly owned companies saw a modest decline. The increased usage of PE as an asset class across pension schemes, sovereign funds and wealth investors has created a need to provide analysis that accurately captures the investment performance of both the general and limited partners, across which fund expenses and distributions are allocated.

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