Managers of Wealth Americas

Future of Operations: Simplifying Operations with Data (vol 4)

Help data become your firm's most valuable asset.

Don’t ask “are we there yet?” but rather “where to from here?”

This week will have plenty of things to grab investors’ attention with three of six major US equity benchmarks having closed at record highs last week.

Basics Of QOF Investing: What Is A QOZB?

While qualified opportunity zone (QOZ) property must make up at least 90% of the property of a qualified opportunity fund

Bloomberg Wealth: Bitcoin’s Future Just Got a Lot Brighter

Its price shot up so fast that at one point, its value increased more than a thousand dollars in a minute.

Clients confirm the value of investment operations managed services

The panel discussed how managed services work well—thanks in part to frequent check-ins and communication—and how clients can maintain visibility into, and control of, the processes through platform user-profiles and permissioning.

SS&C GlobeOp Forward Redemption Indicator

Forward redemptions as a percentage of SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.

Levels of Digital Maturity: Building a Strategy

This is no surprise as we have been discussing the need to modernize the distribution model within the asset management industry for years.

SS&C Releases Intralinks 2022 Limited Partner Survey Results

The sixth annual survey highlights LP views on alternative investment performance and investment plans for 2022

Next generation will have more women CEOs and presidents

Harbourfront Group CFO and COO, Lynn Stibbard, expected the industry to change quicker but believes attitudes and opportunities are finally opening up

Inflation Taxing Bond Investors

Credit markets are still behaving.

Is the army of lockdown traders here to stay?

Brokers and platforms are hopeful some of the retail boom will outlast the pandemic

On skin in the game my Tim Price

The campaign has split some of the leading firms in UK fund management over whether these disclosures aid good governance and help retail investors to make better fund choices

Recovery During a Pandemic

Global recovery continues, but the momentum has weakened and uncertainty has increased

SS&C GlobeOp Hedge Fund Performance Index: September performance

Hedge fund asset retention showed marked gains following the outbreak of COVID-19 and continues to do so, even more than a year and a half later.

The Bitcoin Price Breaches $55K In An Exciting Run

Bitcoin breached $55,000 for the first time since May — is a new all-time high coming soon?

Pandemic Spurred Eight out of 10 People to Reevaluate Life and Finances

People are investing more in themselves and their financial wellness, says new study from Lincoln Financial Group, giving employers an opportunity to help

Inching Towards Normal - But Not Without Risk

We believe central banks will be worried that the pick-up in energy prices will undermine consumer spending resurgence and remain slow to tighten monetary policy. But China continues to concern us.

Real estate finance - Post COVID-19 trends across the globe

The asset classes which remain a favourite with lenders are beds, sheds, meds, and watts.

Global financial assets reach magic €200trn for the first time

Savings were the main driver: As lockdowns drastically reduced consumption opportunities, the global phenomenon of "forced savings" was born.

KKR'S Henry McVey says the time is now for insurance CIOS to 'Dream Big'

New Macro Report Based on Proprietary Survey Highlights Insurance Industry’s Yearn for Yield

Comment, Analysis & Research