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Jan 28, 2021

Survey Shows Readiness for New Technology in Insurance Investment Analytics, Accounting and Operations

The insurance industry has seen a lot of changes in the wake of the COVID-19 pandemic, and some of those changes may become permanent. Traditional investments have experienced a prolonged decline in returns, driving insurers to diversify their portfolios into alternative assets, which has increased both risk and complexity. SS&C recently conducted a survey to assess the state of investment operations among leading North American insurers to determine their plans and ability to adapt to new challenges.

Jan 8, 2021

Showcase your investment experts with remote meetings

It goes without saying that good products are key to success for asset managers. Our advisor survey data, conducted in association with Horsesmouth, shows that the attribute that is most highly correlated with firm advocacy is “great/quality products.” In other words, advisors who view a firm as having high-quality products are significantly more likely to recommend that firm to other advisors.

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.

Aug 9, 2019

Evaluating the evaluations vendors: benchmark study

This benchmark study helps firms to assess pricing sources in support of their vendor selection and due diligence processes.

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