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Oct 1, 2020

Choosing the right vehicle for ESG

In the current landscape, asset managers must differentiate their offering or risk losing sales, market share or product placement. Whether it be new product structures or investment strategies, firms continuously innovate from a product development perspective to discover, demonstrate and defend their differentiators, whether those differentiators are performance, price, process or personalization.

Sep 30, 2020

Data resiliency during transformative markets: maintaining strong valuation processes when data dries up

Market participants fear the unknown. Yet, in an era of truly unprecedented market turmoil and subsequent government intervention, it is more difficult than ever to predict even basic economic metrics in an effort to project a ballpark figure for global GDP in 2020. However, investors recognize that volatility leads to opportunity with new fund launches continuing in 2020, despite the volatility. Just in the first half of 2020, there have been 85 different SPAC filings, 139 Private Equity closings raising $41B, and 95 new Hedge Fund launches.

 

Sep 29, 2020

The ETF momentum continues: Q&A with Natixis—part 2

In our previous blog, we sat down with Nick Elward, SVP, Head of Institutional Product and ETFs of Natixis Investment Managers to discuss active management and the momentum of ETFs. In this second part, we examine what firms need to consider not only when entering the exchange traded space, but also what involvement is required from the firm.

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 23, 2020

HEDIS® MY2020 Data Management – Expanding Use of Electronic Clinical Data Systems

In the final blog in this series, I want to touch on the evolution of using electronic clinical data in HEDIS measures. Data collection is one of the biggest challenges health plans face in preparation for HEDIS measures. The Electronic Clinical Data Systems (ECDS) framework was designed to increase the efficiency of quality reporting while also providing an incentive to connect to primary clinical information systems. Organizations that successfully report ECDS measures demonstrate interoperability of health data systems in the provision of high-quality care. NCQA’s commitment to the ECDS architecture was bolstered by the standards for interoperability finalized earlier this year.

Sep 22, 2020

The ETF momentum continues: Q&A with Natixis—part 1

The year 2020 has been one for the record books. Not only have we had to learn how to operate in a new normal of schooling and working from home, but we have finally seen the first of the semi-transparent ETF models that were approved in 2019. The launch came in the middle of a volatile market during a pandemic, bringing the total to twelve semi-transparent ETFs representing four of the approved methodologies on the markets. Although the NYSE Actively Managed Solution model is currently being utilized by American Century, it was Natixis Advisors in partnership with NYSE that helped lay the foundation for one of the four proxy portfolio methodologies to be approved in 2019. Recently, we sat down with Nick Elward, SVP, Head of Institutional Product and ETFs of Natixis Investment Managers for a two-part blog.  

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.

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