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Jun 5, 2020

Coronavirus and the private capital market; the role of "what" and "where"—part two

SS&C has had virtual conversations with several leading private capital companies, limited partners and industry stakeholders to gain insight into how the coronavirus (COVID-19) pandemic is affecting them now and what they see coming next. In our first post in this series, we focused on high-level observations and predictions. In this post, we will drill down into the different investment strategies and how these strategies are affected by COVID-19 and government intervention.  

Jun 3, 2020

Intelligent outsourcing of investment operations

A crisis might not seem like the time to evaluate your operations, but now is perhaps when opportunities to improve are most visible. Some of these potential areas in need of improvement are reporting, risk assessment, remote access, ability to scale up or down quickly, domain expertise and immediate access to information.

Jun 1, 2020

A view from Australia: Supporting members and partners during the COVID-19 crisis

Three of the most commonly used words right now are probably: “unprecedented,” “disruptive” and “extraordinary.”

An example of how these words are playing out in everyday life is the fact that Australians withdrew over $1.3 billion of superannuation in the first week of the new early release rules to help those suffering financial hardship as a result of the COVID-19 pandemic.  A total of 107 funds made early release payments.

May 29, 2020

The silver lining of a crisis: defining and accelerating digital transformations

Amidst the COVID-19 pandemic, asset managers have done an excellent job of adjusting their service and communication response—in both strategy and execution—even if some scrambling has been involved.

In speaking with executives, following press coverage and observing third party communications, we have spent significant time thinking about our clients working through “digital transformations.” Although this pandemic brings more pressure, the timing enables firms to strategize and tactically plan their digital transformations.

May 28, 2020

Pension funds: the infrastructure opportunity

As economies around the world begin to switch back on, it’s time for pension funds to shift focus from short-term cash commitments to seizing the longer term, inflation-hedged infrastructure opportunities.

May 27, 2020

The added value of investment analysis — especially in times of market volatility

Investment performance teams require a comprehensive and highly customizable performance and attribution solution to provide informed analysis to their investment managers. Right now, investment analysts are poring over recent market activity and comparing the results to ex-ante (forecast) risk models employed to predict likely outcomes during extreme events. To conduct this analysis, accurate, detailed and meaningful ex-post (actual) performance and risk results are critical.

May 26, 2020

Clarifying guidance on CARES Act: retirement provisions

Since the passage of “Coronavirus Aid, Relief, and Economic Security Act” or “CARES Act” the Retirement Industry has anxiously awaited guidance on a number of open questions.  During that time, regulators have issued additional relief measures designed to ease the burden on employers and their plan participants. For example, the IRS issued Notice 2020-23 on April 9, which extended many tax deadlines, including those deadlines applicable to qualified retirement plans.

May 22, 2020

CARES Act tax impacts and relief - The latest tax provisions and how they are impacting the financial industry

Recently, the Treasury Department and IRS extended several deadlines, including the federal income tax filing due date, which was extended to July 15th. Employers are allowed a deferral of the employee portion of Social Security tax from the end of March through December 31st, 2020. The Medicare portion is unchanged. Participation in the Payroll Protection Program may affect eligibility for certain relief measures.

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