SS&C Technologies

3 Ways SS&C Can Help Asset Managers Win More Insurance Mandates

3 Ways to Optimize Insurance Investment Operations

Advice for Start-Up (Re)Insurers – Tech and Service Provider Choices

The Timeline for Transitioning to Principles-Based Bond Definition

Planning Guide for the Principles-Based Bond Definition Transition

Can Your Insurance Investment Accounting Platform Scale as You Grow?

4 Reasons Why Life & Annuity Reinsurers are Flocking to Cayman

Increased Default Risk – What Insurers Need to Know

Is Your Insurance Investment Portfolio Prepared for Increased Default Risk?

SS&C Singularity - Episode 13 - Advanced Risk Analytics

SS&C Singularity - Episode 12 - Optimized Collateral Management

SS&C Singularity - Episode 11 - Integrated Operations & Accounting

SS&C Singularity - Episode 10 - Yield Proofs & Valuation Methods

SS&C Singularity - Episode 9 - Unparalleled Data Access

SS&C Singularity - Episode 8 - Centralized Flexible Security Master

SS&C Singularity - Episode 7 - NLP Driven Event Processing

SS&C Singularity - Episode 6 - Broad Asset Coverage

SS&C Singularity - Episode 5 - RPA Driven Automated Break Repair

SS&C Singularity - Episode 4 - Advanced Analytics for Financial Reporting

SS&C Singularity - Episode 3 - Machine Learning Matching & Reconciliation

SS&C Singularity - Episode 2 - Flexible Multi-Basis Accounting

SS&C Singularity - Episode 1 - Intelligent Navigation

Operational challenges with complex assets : Navigating technology solutions for diversified institutional investment portfolios

5 Things to look for in an Investment Accounting Provider

For insurance companies, the right investment accounting provider can be a strategic partner in one of the most critical areas of business operations. A great partner helps manage risk and has the ability to scale with your business. With strong communication, detail-oriented processes, reliable accuracy and timeliness, insurers can adapt swiftly to changing regulations and deftly navigate the uncertainties of a challenging market.

Opportunities for Intelligent Automation in Lending Operations - Five Key Areas for Recognizable ROI

Real estate lenders are at a crucial turning point. Those who want to gain a competitive edge in the constantly evolving real estate marketplace and its regulations must begin modernizing and consolidating operations.

5 Things Insurers Need for Proper Tax Accounting & Reporting

In the complex world of insurance investment accounting, maintaining accurate records and complying with tax regulations is paramount. One crucial aspect of this intricate process is tax accounting. Here, we explore what tax accounting is and highlight five essential elements insurers need to ensure proper tax accounting and reporting.

CECL Challenges in the Insurance Industry

We are currently in the midst of the second wave of Current Expected Credit Losses (CECL) adoption. While it may not be top-of-mind for insurers, regulators and investors alike focus on investment risks and take notice of the information from CECL disclosures when they make investment decisions. Investor expectations are a significant reason why insurers should take CECL seriously, treating it as more than a regulatory check-mark. In this article, we explore some of the challenges to be aware of as well as solutions.

5 Things Insurers Need for Proper Tax Accounting & Reporting

In the complex world of insurance investment accounting, maintaining accurate records and complying with tax regulations is paramount. One crucial aspect of this intricate process is tax accounting. Here, we explore what tax accounting is and highlight five essential elements insurers need to ensure proper tax accounting and reporting.

Insurance & Alternatives Investments - US Life Insurer Selects SS&C Insurance Solutions for End-to-End Alternative Investment Management

Our Client, a US life insurer with over $25 billion in total invested assets has been investing in alternative assets for the last 10 years. Over the past decade, they’ve grown their alternative asset portfolio to over $1.5 billion, comprising a broad range of asset classes, including real estate debt, real estate equity, private credit and private equity. They now work with over 60 external managers that manage a variety of open- and closed-end funds as well as hybrid rated-feeder structures.

Insurance Investment Comes of Age with AI

Much like the broader financial services industry, insurance investment managers have approached artificial intelligence (AI) with caution. But, the benefits and dramatic transformation AI delivers can no longer be ignored. By providing increased agility and scalability to investment accounting and middle-office operations, variants of AI like machine learning (ML), intelligent automation (IA) and predictive analytics (PA) are being used by the most innovative insurers to streamline and automate a range of manual processes that tend to be error-prone and time-consuming.

How Intelligent Process Automation Benefits Insurance Operations

Insurance investment teams today face mounting challenges: talent shortages, tight timelines, increasingly complex portfolios and regulatory requirements to name a few. Behind the scenes, artificial intelligence (AI) technologies are helping to address these challenges, dramatically improving operational processes and delivering significant ROI.

AI vs. ML, Do You Really Know the Difference?

For years, industry experts have predicted that artificial intelligence (AI) would have a profound impact on the investment industry. Investment managers, on the other hand, have been skeptical of the hype in the absence of substantial use cases. Fast forward a few years and AI has not only arrived but is already having a transformative impact on virtually every facet of investment accounting and middle-office operations.

The Insurer's Guide to Intelligent Automation

Insurance companies are realizing they can drive their transformation initiatives through intelligent automation. Robotic process automation (RPA) has been around for quite some time; however, intelligent automation (IA) is becoming more widely recognized and implemented as an adaptable and ever-evolving end-to-end solution.

4 AI Technologies, 10 Benefits for Insurance Investment Operations

Insurers need every possible way to free up time to focus on getting better yields and making decisions that boost profits. In this guide, we uncover 10 ways AI-driven technology can enable insurance investment teams to spend more time focusing on strategic investment growth—and less time on tedious manual processes.

What to Look For in an Insurance Investment Accounting Provider

Insurance companies need to be able to adapt quickly to changes in the industry and environment, and they need a software provider who can help them maintain that agility.

Artificial Intelligence Gets Real

For years, industry pundits have predicted that artificial intelligence would have a profound impact on the investment industry. Investment managers, on the other hand, have been justifiably skeptical of the hype in the absence of substantial use cases.

May 23rd Webinar: Insurers Get Real About Real Estate

Real Estate has been an important investment in insurance portfolios for decades and there are several reasons why the asset class continues to offer attractive opportunities across the capital stack in 2023.

Modernizing Insurance Investment Operating Models for the Decade Ahead

While the goal for insurance investors has not changed—namely, increasing alpha while mitigating risk—investment teams are dealing with intensified scrutiny and pressure on many fronts. Regulators, boards and even local communities all have evolving agendas and requirements that lead to increased reporting, accounting and operational burdens. Additionally, historically low yields have driven the search for alpha down less familiar paths. Specifically, private market and other forms of alternative investing and lending come with their own unique set of challenges and hard-to-find expertise.

Private Lending Opportunities Abound in Distressed Real Estate Loans

Rising interest rates and the shift to hybrid and remote work models have significantly impacted commercial real estate as an investment. As commercial tenants downsize or reconfigure their office footprints in response to the need for less physical space, the income streams from office leases are decreasing as well.

The Sometimes Unintended Consequences of Banking Regulation

As regulators consider their response to the recent banking turmoil triggered by the collapses of Silicon Valley Bank (SVB) and Signature Bank, they would be wise to consider the full impact of their actions.

Beware Concentration Risk: Lessons in Avoiding Financial Risk Pitfalls

In just the last few years, there have been various events where the word “unprecedented” has been increasingly used in risk management circles. We have seen Brexit, COVID-19, the Russia-Ukraine war, surging inflation, rising interest rates and slowing global growth in the aftermath.

Sobering Lessons from SVB: Manage Financial Risk Beyond Compliance

The Silicon Valley Bank collapse may be an isolated event… but it’s a cautionary tale.

Insurers Get Real about Real Estate: 5 Reasons to Expand Your Portfolio in 2023

In 2023, real estate and real assets continue to be valuable and attractive investment opportunities for insurance investment portfolios, despite some recent volatility in the sector. This eBook explores some of the favorable environmental, economic and regulatory drivers supporting these types of investments, and how insurers can best capitalize on them.

5 Reasons Insurers Should Consider Real Estate and Real Assets

We’ve compiled the five most compelling reasons why real estate investment presents a significant opportunity for insurers.

10 Considerations for Choosing a Hybrid Credit Fund Platform

As hybrid funds become more common, we continue to see the lines blur between hedge funds and private equity funds as typical closed-end private equity structures venture more into liquid assets.

Success Tips for Annual Statutory Statement Filing in 2023

SS&C’s statutory preparation and filing service experts have outlined four tips to help you reduce errors and inquiries related to your 2022 NAIC annual filing, and ensure a smoother audit process come June.

Short-Term Investment Pools: Ripe for Optimization

In this blog, we look at the role technology plays in addressing common pain points to expand the potential of an insurer’s short-term investment pools.

2023 Lenders Guide for Private Market Investing: 10 Things to Know

Private lending portfolios are complex. Managing them doesn’t have to be if you leverage modern technology and external domain expertise.

2023 Insurance Private Markets Asset Allocation Report

The trend among insurers toward private market investments may have started as an effort to counter the effect of low interest rates but has gained a solid, growing foothold in insurance investment portfolios across North America.

Mastering the Operational Challenges of Short Term Pools

Many large insurers rely on short-term investment pools to aggregate idle cash and put it to productive use. As these pools grow in complexity, they put a strain on operations that raises costs and risks. Insurers may be missing an opportunity to optimize the value of their short-term pool programs through increased efficiency and scalability. Today’s advanced technologies can help insurers make the most of this important cash management tool.

5 Things Every Insurer Should Expect From an Investment Accounting Provider

Insurance investment accounting is a complex science. Multi-basis accounting and regulatory expertise backed by modern technology is critical for success. Placing your trust in a service provider can be a great strategy as long as they bring a reliable team of experts who can consistently deliver accurate, timely service through flexible scalable technology. Is your current provider living up to the challenge?

An Insurer's Guide to ESG Investing

Private investments in ESG-related ventures can represent an opportunity for insurers to strengthen ESG participation and to generate alpha. However, with a low tolerance for risk and rigorous accounting and reporting requirements, insurers like you can face a unique set of challenges as you drive further into this type of allocation. In this short e-book we’ll show you how to build a well-planned approach to private market ESG investing. It outlines insurance-specific challenges and considerations to address when developing a private market ESG strategy. Then to help you gauge your firm’s strengths and opportunities, we included a Private Market ESG Investment Readiness Checklist.

Four Investment Strategies for Insurers to Consider as Interest Rates Rise

Maintaining yield in current geopolitical, economic and social conditions means staying on top of unexpected trends. Garnered from line-of-sight across more than 500 insurers for which SS&C provides investment accounting services and technology, this whitepaper explores four potential investment strategies that may provide opportunities to generate higher yield with lower risk, in the wake of rising interest rates.

The Convergence of Insurance, Alternatives and Private Equity

In the quest for higher yields and increased portfolio diversification, deal making between insurers, private equity firms and alternative managers is hotter than ever, with more than 14,000 private market transactions completed in 2021 alone. With the right domain expertise and technology infrastructure, operating margins can be further improved and risk can be reduced. Read this e-book for insights into the key trends fueling the convergence of insurance, PE and alternatives, as well as six levers that can help shore up your private market investment strategies.

Episode 191: What Insurers Need to Know about CECL – An Interview with SS&C’s Theresa Meawad

Theresa Meawad is the Senior Director and Head of Solutions Consulting at SS&C EVOLV, part of SS&C Technologies.

Episode 118: 2023 Insurance Asset Management Technology and Investment Outlook with SS&C’s Scott Kurland

Scott Kurland is the Managing Director of SS&C Technologies’ Insurance Solutions Group.