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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?

Apr 17, 2018

Why private equity firms are investing in emerging markets

While private equity capital raising has been successful, limited partner (LP) tolerance will be tested if their money is not deployed in a timely fashion. Many LP’s are asking whether private equity realtors are sustainable in the long-term given asset valuations.

Jan 4, 2018

Active vs. passive investing: Adversaries or allies?

The amount of research and press coverage about passive versus active investing has been unprecedented. If emerging investment flows are accounted for, the popular vote seems to be rather loud. Passive investments have been attracting a record-breaking amount of inflows, whilst active ones have been experiencing incremental outflows.

Dec 22, 2017

SS&C Learning Institute presents first place award for ETF portfolio challenge

The SS&C Learning Institute recently attended the ETP Forum held at the New York Athletic Club, courtesy of our partner ETF Global. The ETP Forum is a comprehensive one-day program designed to immerse advisors and institutions in the most relevant investment themes of the year.

Aug 25, 2017

The challenges of hedge fund investing

Many institutions want to incorporate alternative asset classes such as hedge funds into their portfolios but lack the expertise or knowledge to invest directly into these products. One solution that managers consider is intermediation via a fund of hedge funds (FOHF) or an investment consultant. However, these indirect approaches are not without their downsides. FOHF: Investing at Cost FOHFs saw their heyday in March of 2008 when assets topped $826.2 billion. Since then, ...

Jul 28, 2017

Portfolio Solutions relies on Black Diamond Wealth Platform to build great client relationships

Portfolio Solutions, which serves more than 600 clients and represents almost $1.5 billion* in assets under management across 1,300 portfolios, uses the Black Diamond wealth platform from SS&C Advent to build a dynamic, growth-oriented business. Portfolio Solutions believes in providing quality service and building solid relationships with its customers; it achieves this with the industry’s best technology. “We believe that clients are best served with a long-term ...

May 31, 2017

Portfolio Solutions – Service excellence backed by technology

Portfolio Solutions® is next in our series of profiles of Black Diamond® wealth platform clients who are building dynamic, growth-oriented businesses. Portfolio Solutions®, located near Detroit, Michigan, is rounding out its second decade in business on an upswing. Founded in 1999, Portfolio Solutions® has a team of 17 serving over 600 clients and representing almost $1.5 billion* in assets under management across 1,300 portfolios. We had the unique privilege to sit down with Tony ...

May 29, 2017

The challenges of data normalization

By Giles Smart and Justin Meagher Today’s financial managers operate in a strict regulatory landscape that can be overwhelming and challenging. Many are struggling to stay on top of the new financial rules (e.g. AIFMD, EMIR, MiFID II, Solvency II, FATCA, and Dodd-Frank) while still effectively servicing their clients. Among the many challenges faced by managers are investor demand and intensified regulatory scrutiny, which require frequent data compilation from a range of fund ...

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