Debunking 7 myths about alternatives

Rolled newspaper with the headline Alternative Investments

There are many misconceptions about alternatives. Investors either have wrong assumptions concerning their nature and function in individual portfolios, or their availability, thinking alts are not affordable and available only to ultra-high-net-worth individuals or institutions. Due to these, and many other mistaken assumptions, investors are hesitant to include them in their portfolios.

In this article, we’ll debunk the most popular myths about alternatives, and shed some light on the important role they should play in almost every investor’s portfolio.

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Posted in Advisors, Asset Managers, Hedge Funds, Risk, Technology, Trading, Wealth Management, Wealth Management and Financial Planning

The changing landscape of alternative structures

Consultant presenting a dashboard with key performance indicators

Alternatives have long been the mainstay of private investment vehicles, found in the confines of secluded cocktail parties and offices of private bankers.  Their highly structured nature brought many advantages that allowed their creators to benefit from longer investment periods, discretion over investment decisions, and full control of assets.  This enabled the possibility to invest in many less liquid areas, such as artwork, real estate, distressed securities, but it soon parlayed into much more liquid areas such as equities, bonds, and futures. This shift created a mismatch between the underlying securities and the liquidity of the investment vehicle, causing many to wonder why long/short large cap equity strategies would need a 1 year lock up and 90 day liquidity notification period.  The liquidity mismatch, along with other traits such as lack of transparency, contributed to investor dissatisfaction and stagnation in the growth of alternatives. However, we are now seeing a changing landscape as firms like SMArtX use technology to address many of these issues.

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Posted in Advisors, Asset Managers, Hedge Funds, Technology, Traditional and Alternative Asset Management, Wealth Management, Wealth Management and Financial Planning

Tech trends for financial advisors: A conversation with Joel Bruckenstein

Businessman touching financial dashboard

In a recent webinar, Bob Conchiglia, VP, Advisory Sales for SS&C Advent sat down with Joel Bruckenstein, Producer of the esteemedT3 Advisor Conference, to talk about key opportunities and challenges with technology for financial advisors. The conversation stemmed from this year’s T3 conference where it was clear that the pace of change with advisor tech continues to accelerate.

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Posted in Advisors, Asset Managers, Black Diamond Performance Reporting, Hedge Funds, Technology, Traditional and Alternative Asset Management, Wealth Management, Wealth Management and Financial Planning

SS&C Advent Services project management: We build long-term relationships with clients

Financial advisor talking to couple on sofa

I’ve been an SS&C Advent Project Manager for over 16 years, implementing complex client projects. Before joining Advent, I was a business/systems analyst for a large bank trust. So I’ve seen my fair share of software implementation methods. What makes ours different? It all boils down to being focused on client success and building long-standing relationships with project stakeholders. I can think of four ways in which we stand apart from the competition:

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Posted in Advisors, Asset Managers, Traditional and Alternative Asset Management, Uncategorized, Wealth Management, Wealth Management and Financial Planning

Wealth Managers Split on Robo-Advice

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Robo-advisors are “arguably the most disruptive trend the wealth management industry has ever seen,” according to the latest WealthBriefing/SS&C Advent Technology & Operations Trends survey[1].

Should wealth managers feel threatened by these often low-cost providers, or embrace the technology and include it as part of their offerings? This is one of the biggest questions currently facing the sector.

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Posted in Advent Software, Advisors, Asset Managers, Trends, Wealth Management

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