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March 24, 2017  |   Volume XIV, Issue XXVIII
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SOFTWARE & Services EBRIEFING

Asia


Software & Services eBriefing
Automation Part 1: Introducing investment operations automation

Daily operations, including trade capture, investment transaction processing, striking NAV values and unit prices, tax and fee calculations, performance measurement, and reporting, must all be done accurately and on time within a highly controlled environment. This is hard to attain. Managers need an efficient end-to-end solution that is scalable and robust. Can this be achieved in-house or is outsourcing the answer? Let’s find out.

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Leading future leaders

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How effective is your firm at identifying and preparing leaders? The difference between a mediocre organization and a great one often lies in the ability to bridge the transition between its existing leaders and those in the next generation.

The performance measurement reporting quandary: Buy, build, or rent?

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Today’s investment managers expect more from their asset servicers. What were acceptable services a decade ago (e.g. monthly reporting and investor statement distribution), have changed drastically. What are the new challenges faced by today’s managers and how do they affect what’s expected of asset servicers?
SS&C Blog
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Congratulations! March 10 Puzzler Solvers:
Andrew Erman, Transamerica
Dale Stout, Calvert Investments
Edward Safran, Omega Options Organization
Gabriel Ng, Parametrica Asset Management
Joanne Barsanti, MBA
Joe Lally, UBS
Jonathan Ansbacher, EY
Julie Perks, GWL
Kevin Strutz, Acuity
Michael R. Murray, Independent Economics, Strategic Planning & Enterprise Risk Management
Philip, SECOR
Sean Anderson, 40|86 Advisors
Shaomeng, Hou
Teresa Wu Scott, Thomson Reuters
Tung Vien, Barings LLC
William F. Gibson, IVY Creek Associates


Jul 16, 2018
ALPS|CoreCommodity Management CompleteCommodities® Strategy Fund Achieves Eight-Year Milestone

Jul 13, 2018
SS&C GlobeOp Hedge Fund Performance Index: June performance -0.34%; Capital Movement Index: July net flows decline 1.49%



Jul 17, 2018 - Jul 18, 2018
FOX Financial Executives Forum
Swissotel
Chicago, IL

Jul 19, 2018
Schwab Solutions
Columbus, OH

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