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Jul 18, 2019

Assessing and addressing fraud - An SS&C Deliver Conference sneak peek!

Due to the increased volume of exposed personal records through cyber breaches, it’s much easier for bad actors to combine illegally-obtained information with data gleaned from social media and other web-based, public information sites.  Once armed, these actors have shown incredible creativity in their exploitation of this data to steal money from our organizations and our customers.  Given this information rich-environment, how bad is fraud, and can we stop it?

Jun 5, 2019

Beyond basics – three enhanced practices to protect customer records

In response to existing and emerging security risks to your customers’ records, you should implement, maintain and evidence three enhanced practices within your internal technology environment.  Furthermore, you should demand the same of your critical third-party vendors.

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.

Oct 31, 2017

Market risk management & analytics: Relationships matter

The negative relationship between stock and bond prices has been a solid portfolio diversifier over the last 20 years. If you go back to 1998, when the “Greenspan Put” was introduced (the attempt of the Federal Reserve Board to boost the securities market by lowering interest rates and help money flow into the markets), you notice that the traditional positive relationship between stocks and bonds flipped to negative. Up until that time, the fear of inflation was dominant. From 1998 ...

Oct 6, 2017

Keeping skills current: Online learning with SS&C Learning Institute

As the world’s financial markets grow increasingly sophisticated, it can be difficult to stay current with the latest trends and developments. Today’s financial professionals are expected to possess a broad understanding of an ever-widening array of products and services. Your next career move, or indeed your current job, could depend on being able to speak knowledgeably about structured finance, operational risk, mortgage-backed securities or barrier options. Whatever the ...

Aug 28, 2017

The right technology partner makes month-end processing easy and efficient

Month-end accounting and reporting is challenging for portfolio managers. Today’s hybrid security types, non-standard day count conventions, complex prepayment assumption models, and amortization/accretion methodologies make pricing bonds more complex. Unpredictable market forces and multiple valuation and rating sources make it harder to apply timely and reliable data to your investment decisions and to mitigate risk exposure. Managing your portfolio in a manual system ...

Jul 26, 2017

Hedge funds & the 5 major hurdles to effective risk management

Sound risk management. Is there anything more important for a hedge fund these days? Arguably not … especially if you want to achieve sustainable outperformance for the long term, and continue to attract and retain assets and investors. Hurdles to Managing Risk With traditional fee models under pressure, investors increasingly intolerant of disappointing performance and the industry facing growing regulatory scrutiny, enhanced risk management practices have become a competitive ...

May 25, 2017

Managing stress on your trading system

By Bryan Sibert While your trading system may handle its current volume adequately, what about when the volume starts to increase? A slow system frustrates traders and sales people and negatively affects your bottom line. Over the past few years, the U.S. has seen a surge in trading volumes of fixed-income products (e.g. mortgage-backed issues and municipal and corporate bonds). To keep up with the increased trade activity, many financial services firms are on the hunt for a single ...
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