Search posts by category

Nov 30, 2022

Key Capabilities for Property Management Software

Property managers who rely on spreadsheets and disparate systems may find themselves struggling to keep up with the competition. A single platform to keep track of all processes in one location can prevent compliance errors, lost revenue and poor tenant retention.

Nov 23, 2022

How to Benefit from the Retail Alts Explosion

Recent years have seen explosive growth in the retail market for alternative investments, or “Retail alts” in the shorthand of the industry. Once the domain of sophisticated, wealthy qualified investors, the alternatives marketplace is being demystified and democratized. According to RIA Intel, around 45% of private wealth advisors allocate some of their client assets to alternatives.

Nov 21, 2022

Financial Wellness is a Journey We Are All in Together

This is the first in a series of blogs from SS&C about Financial Wellness and how to provide supportive, targeted tools that meet an individual's evolving needs over their financial life.

Financial wellness is a popular term these days. There are plenty of articles or perspectives about what it means and it’s the subject of many conference sessions. But defining the term is the easy part.

Nov 18, 2022

Does Direct Indexation Have ESG’s Complexity Problem?

Direct indexation and environmental, social and governance (ESG) investing aren’t as popular with financial advisors as industry news coverage would suggest—just two in five advisors have incorporated ESG into a client’s portfolio and only three in 10 advisors have used direct or custom indexing strategies with clients, according to our advisor research conducted in association with Horsesmouth.

Nov 17, 2022

Managing Fund Documents with Next-Generation Technology

Asset allocators, whether they invest in hedge funds, private equity, or other managed accounts and comingled funds, have to process a massive number of documents as a byproduct of those investments. Portfolios with 100 private investments receive an average of 4,000 documents annually from fund managers, including transaction and capital call notices, valuation statements and financial statements. These documents need to be immediately categorized and sorted, with their information captured and made accessible as needed. Manually processing these documents—a time-consuming endeavor that carries substantial risk for errors—is a major roadblock to producing a consolidated view of portfolio holdings.

Nov 15, 2022

4 Investment Strategies for Rising Interest Rates

Following the trend of the past few years, 2022 has been full of surprises, with fluctuating social, political and economic conditions creating an environment that requires extra attentiveness and flexibility to respond to unexpected opportunities and trends. While higher return opportunities and a strong private market pipeline led investors to increase real asset allocations in 2021, several factors have prompted a pullback in traditional private market investment allocations for 2022.

Nov 15, 2022

Retirement Income Products in Defined Contribution Plans

Retirement is often depicted as a carefree, happy time, offering the opportunity to relax, travel, enjoy family and friends, and even take up a new hobby. It should be a stress-free period after a lifetime of work.

Nov 14, 2022

How Do You Build a Successful ESG Strategy?

While ESG (environmental, social and governance) investing was one a niche strategy, it has become a dominant theme for investment managers across various industry segments. Growth of AUM over the past several years demonstrates this rising interest—AUM grew from $22.8T in 2016 to $35T in 2020 and to over $50T in early 2022.

RSS

Theme picker