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Oct 3, 2022

The Next Evolution in Payments: Central Bank Digital Currencies

Crypto and distributed ledger technology (blockchain) continue to evolve at breakneck speeds. Governments also are fostering this discussion as they investigate implementing their own Central Bank Digital Currencies (CBDC). More than 80 countries around the world are researching or developing CBDCs, and are at various stages of the investigating process. On January 20, 2022, the U.S. Federal Reserve issued a discussion whitepaper highlighting the features/benefits/risks of such a payment system and acknowledged they are actively investigating it. Some governments have already postponed or canceled projects, while many are still investigating the pros and cons, and others have already launched their own digital currencies.

Sep 29, 2022

What Is Your Firm Doing to Close Its Customer Knowledge Gap?

We all know that understanding our customers is good business. A good foundational understanding of their business needs, preferences and behaviors can produce lift and help build strong, lasting relationships. We also know that data is the best way to bridge gaps in our knowledge about customers. 

Sep 28, 2022

Trends to Watch in the Private Credit Space as Markets Evolve

SS&C has remained closely engaged with the growing private credit sector and how the alternative asset class continues to evolve given current market conditions. The 3rd Annual LPGP Connect CFO/COO Private Debt forum will be held in New York City on Thursday, September 29, 2022, and will highlight practitioners providing valuable insights into future challenges and opportunities for firms.

Sep 27, 2022

The Increasing Importance of ESG in M&A Dealmaking

The need to contend with climate change is becoming increasingly apparent, as extreme weather events become more commonplace. Unsurprisingly, this has led to increased interest in investment strategies that place greater emphasis on environmental, social and corporate governance (ESG) considerations. Globally, ESG assets are on track to surpass $53 trillion by 2025, which would account for more than one-third of the projected total global AUM of $140.5 trillion. With Europe leading the way in ESG momentum, we surveyed 150 European dealmakers about their views on how ESG is affecting M&A.

Sep 26, 2022

Willow Tree: Risk Modeling for RFR under LIBOR

As financial markets transition from IBOR to SOFR, new valuation methodologies are emerging to replace the ones used to model forward-looking rates. For banks and asset managers using tree valuation to price interest rate contracts, especially those with early termination right by either holder and/or issuer, the Willow Tree method can relieve some of the challenges presented by other models.

Sep 23, 2022

What to Look for in a Trade Matching Service Provider

We recently hosted a podcast to discuss the tools investment managers need for an efficient trade matching process, as well as how to respond to changing regulations and what to look for in a service provider.

Sep 22, 2022

Advisors Who Sell ESG Products are Skeptics Too

After more than 30 years, environmental, social and governance investing (ESG) seems to be finally having its day. Stories abound about the record flows, soaring investor interest and surge of new products in the ESG space. But many financial advisors are much less enthusiastic. As noted in our "Warning: It Won’t Be Easy to Get Advisors to Sell ESG" blog, just two in five advisors currently sell ESG products to their clients(according to research that we conducted in partnership with Horsesmouth), and less than one-third of those advisors ask every client if they are interested in aligning their investments with their values.

Sep 21, 2022

The State of ESG Investing in 2022: Trends and Regulations

Amid a variety of global events, 2022 has been a challenging year for many ESG investment strategies. Energy companies, most often associated with encouraging fossil fuel dependency, have performed well given the spike in energy prices driven by supply chain issues and the war in Ukraine. However, many ESG strategies screen out energy companies over concerns about their impact on climate change. At the same time, many ESG-related investment strategies have been overweighting allocations to technology stocks, which have performed relatively poorly for most of the year.

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