SS&C ADVENT
 
 
 
 
 
INVESTMENT MANAGEMENT INSIGHTS
 
JUNE 2024
 
 
 
 
WEALTH & ASSET MANAGEMENT
 
 
 
INTERGENERATIONAL WEALTH TRANSFER:
 
Trillions in wealth is transferring to European heirs
 
What does that mean for wealth managers?
 
 
 
Studies suggest at least 80% of millennial heirs will seek out a new financial adviser. Read about the dramatic changes ahead, the challenges for wealth managers, and the key strategies for retaining beneficiaries.
 
 
 
 
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Breaking down silos: A connected investment experience
 
Recent years have seen a significant diversification of products among firms that serve institutional and private wealth clients.

Read about how asset and wealth managers are reevaluating their offerings in the face of changing investor expectations.
 
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SS&C ADVENT
 
 
 
 
An ace up your sleeve: Partnering for portfolio efficiency
 
In recent years, there has been a growing use of separately managed accounts among wealth and asset managers.

Learn about the advantages of sleeves and how to achieve scale through automation. 
 
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SS&C ADVENT
 
 
 
 
How can investment firms thrive amid compliance?
 
Compliance professionals gathered at the Investment Adviser Association compliance conference in Washington D.C., read more about our learnings from the 2024 IAA's Compliance Conference.
 
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Uncover growth strategies in investment management
 
Investment management firms continuously seek innovative means to manage the evolving needs of investors while meeting regulatory demands. Read about some insights from SS&C Advent experts.
 
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ALTERNATIVE ASSET MANAGEMENT
 
 
 
OMS & EMS
 
Firms across Asia Pacific are getting ahead with a single technology vendor for all their OEMS needs
 
Are you ready to level up your operations?
 
 
 
Find out how SS&C Eze can serve as an extension of your firm’s operations, and help you gain efficiencies across your front office.
 
 
 
 
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Right on the money: Untangling fee calculations for complex fund structures
 
Fee calculations for Limited Partners in hedge, private equity, and hybrid funds are a major operational burden. Learn more about how the right technology can drive greater efficiency, accuracy and, ultimately, investor confidence.
 
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SS&C ADVENT
 
 
 
 
Everything you need to know about accounting for fund investments
 
From family offices to traditional asset managers, firms are investing in third-party hedge and private equity funds. Learn more about why having a solution that enables them to account for and report on their positions in these funds matter.
 
READ BRIEF
 
SS&C ADVENT
 
 
 
 
Geneva helps drive operational alpha with latest enhancements
 
In the rapidly evolving world of private market funds, operational alpha has become a critical differentiator for fund managers.

Learn about the new SS&C Advent Geneva key release highlights, and how these improvements will help our clients work more efficiently.
 
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Investment tech's big transformation: Redefining front-office
 
For the last two decades, asset managers have invested heavily in back-office operations. Now, firms are turning their attention to improving front-office productivity.

Find out how the front-office landscape is evolving, and where the industry is headed over the next three to five years.
 
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MORE INDUSTRY INSIGHTS AND RESOURCES ON ADVENT.COM.
 
 
 
 
SS&C ADVENT
 
Technology and services for investment managers
 
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