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Aug 3, 2021

The operational landscape through the lens of the COO

For most industries, operations has irrevocably changed because of the COVID-19 pandemic. The asset management industry is no different. Deeply held norms, such as how, when and where work is performed were shattered. What it means to deliver excellent service and drive change took on new meaning and fortitude. The pandemic also reinforced the importance of an effective COO function. Without one, a firm didn’t function.

Aug 2, 2021

Showing performance advantages through active tax management strategies

Investment in US exchange-traded funds (ETFs) broke new records in 2020, with inflows exceeding $500 billion for the first time and topping the previous year’s record by 55%. Last year’s advance capped more than a decade of steady growth for passive mutual funds and ETFs, many built to track indices. Much of that growth came at the expense of actively managed mutual funds, which saw outflows virtually equivalent to passive fund inflows over the same period.

Jul 30, 2021

Five things that advisors want from model portfolio providers

Nearly 8 in 10 financial advisors use model portfolios according to our recent survey of financial advisors, conducted in association with Horsesmouth. Of those that use model portfolios, 75% do so because using model portfolios helps them to provide better service to their customers or because using models gives them more time to build their businesses and interact with clients. For asset managers who provide models, this contingent of advisors is important. They represent nearly 71% of assets among advisor practices that use models.

Jul 29, 2021

To get in on the Great Wealth Transfer, advisors need the right tools

Younger generations are poised to inherit a significant amount of wealth over the next two to three decades from their aging relatives—some $68 trillion is estimated in the U.S. The so-called Great Wealth Transfer represents an excellent opportunity for wealth managers to attract new assets.  

Jul 23, 2021

Superannuation modernization: should you outsource?

To stay competitive, many superannuation funds are choosing to either outsource their registry platform and servicing operations, or reevaluate their already outsourced administration service provider’s technology and services. As funds modernize their operations, they face obstacles like disparate legacy systems, high expectations from members, and a complicated web of regulations.

Jul 22, 2021

Trillions of dollars at stake: don’t overlook the Great Wealth Transfer

In the decades ahead, the world will experience a significant change in demographics and finances as older individuals transfer large amounts of accumulated wealth to younger generations. In the U.S. alone, some $68 trillion in assets is estimated to be at stake. The Great Wealth Transfer, as it is nicknamed, presents a make-or-break opportunity for wealth management firms. Firms need to be proactive to make their offerings attractive to younger generations and create tailored solutions to meet their unique needs.

Jul 21, 2021

Microservices: what are they and why you should care

In our last post, we talked about how SS&C approached the development of Lyric. We learned that microservices are a core part of Lyric’s architecture. Modern developers are increasingly adopting microservices due to their agility-focused benefits, and as a result, the architecture is appearing more and more in new technologies. However, for those who work outside the tech world, microservices likely spark some basic questions: what are they, why use them, and what are the benefits?

Jul 20, 2021

How SS&C approached the design and execution of Lyric

What does it take to develop and implement transformational technology? Quite a lot. Resources, vision, investment and expertise to name a few. For SS&C, our Lyric journey began with a well-designed plan focused on the fundamentals: understanding the business and marketplace needs, alignment between tech priorities and business needs throughout the process, and delivering on outcomes.

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