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Jun 6, 2019

Why passive investment strategies demand active performance attribution

In an environment where passive strategies look set to dominate the future investment landscape, are vendors providing technology solutions that meet the needs of today’s asset managers?

May 3, 2019

Active non-transparent ETFs and mutual funds – A transformational change?

In a March 2019 blog titled ETFs – Looking into the future, I referenced an earlier blog post from February 2018, ETFs: An industry in flux.  I wrote in this earlier blog that, subject to regulatory approval, I hoped to see a great deal of product innovation in 2018—namely actively-managed, non-transparent ETFs.  Well, it seems that at last, and better late than never, the SEC has finally given conditional approval to one strategy: Precidian’s ActiveShares.

Mar 8, 2019

ETFs – Looking into the future

Well, it’s not often that I return from a conference with the distinct sense that a sea change may be upon us, but that is exactly how I feel as I reflect upon the annual Inside ETF conference.

Oct 19, 2018

A new age of investments

In today’s digital age, informed investors are purchasing investment products and services from an ever-expanding variety of new channels at lower costs.

Aug 14, 2017

SS&C Deliver 2017: panels and presentations for insurers

Getting excited for SS&C Deliver 2017? It’s right around the corner starting September 12th through the 14th at the Hyatt Regency in Chicago. We have a full agenda for our insurance clients this year centered on key trends in the industry to watch out and prepare for, updates and enhancements to our insurance solutions, and special announcements.  Here is just a sampling of sessions to sign up for. Highlights for our insurance clients: Trends in the Tax World – Attend ...


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