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April 21, 2017  |   Volume XIV, Issue XXIX
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Software & Services eBriefing
A move towards transparency

In the pre-crisis world, alternative asset managers considered investor transparency a “nice to have” rather than a “must have”. Today, it is impossible to fundraise without it. Are you meeting your investors’ transparency expectations?


The elusive millennial investor – Part 1

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To succeed in today’s complex and ever-changing investment world, asset managers must adopt a clear strategy to reach “millennial” investors. Despite the growing influence of the millennial investor, many managers still don’t have a plan. In this first of a two-part eBriefing series, we look at how millennials are likely to invest and the depth of their investment knowledge.

The enduring advisory firm

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In the book The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently, Pershing executives Mark Tibergien and Kim Dellarocca advise financial advisors on how to reshape their businesses to stay alive in today’s advisory market. Here are some highlights from their recent discussion at the Pershing Advisor Elite Summit.
SS&C Blog
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Congratulations! April 07 Puzzler Solvers:
Andrew Erman, Transamerica
Ellen Torrance, Retired
Gabriel Ng, Parametrica Asset Management
Ian Arvin, IQS
Joe Lally, UBS
Kevin Strutz, Acuity
Mark Shornick, Numerix
Michael R. Murray, Independent Economics, Strategic Planning & Enterprise Risk Management
William F. Gibson, IVY Creek Associates

Apr 20, 2018
SS&C GlobeOp Forward Redemption Indicator: April notifications 2.60%

Apr 16, 2018
SS&C Completes Acquisition of DST

Apr 19, 2018 - Apr 21, 2018
Annual SSG Conference
Paradise Point Resort & Spa
San Diego, CA

Apr 22, 2018 - Apr 25, 2018
GAIM Ops Cayman
Ritz Carlton
Grand Cayman,

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