SS&C Technologies Blog

The growth of the ETF market has created a strategic opportunity for firms with established mutual fund franchises, yet many of those firms hesitate before taking action. A common worry is that launching an ETF will pull assets away from an existing mutual fund, particularly if the new product carries a lower fee. While that possibility deserves consideration, it is only one part of the equation.

The first half of 2026 served as a pivotal maturing point for private credit. Despite the continued strength and long-term appeal of the asset class, the early months of this year introduced the industry to its first systemic shock.

As alternative investments, such as interval funds, continue to become more popular, it is increasingly important for asset managers to engage financial advisors with solutions and services that overcome the problems advisors look to alternatives to solve: a need for diversification, reduced risk exposure and understanding how to achieve desirable liquidity levels in portfolios that contain alternative investments.

What happens to the money that fund managers fail to recover from securities class actions? It does not sit waiting to be claimed. It is redistributed among investors who have successfully filed, meaning those who do not file miss the opportunity to recover—and they also hand competitive firms an advantage.

Kerubé Farhadi Manager of Product and Growth Initiatives August 6, 2026 6 min read Every year, open enrollment arrives with the same promise and the same challenge. It is one of the most important periods in the employee benefits lifecycle—an opportunity for employees to make critical healthcare and financial wellness decisions.

For a life insurer, few levers matter as much as capital efficiency. A single change in how an asset is treated for risk-based capital (RBC) can lift the return on required capital across an entire allocation. That is precisely what has happened for residential mortgage loans (RMLs) held in fund structures, and it deserves the attention of any insurer or asset manager active in the space.

At its core, the multi-manager model is a talent delivery system. Capital flows in, portfolio managers deploy it and returns flow out. But increasingly, success depends on how effectively platforms combine exceptional investment talent with scalable infrastructure, disciplined risk management and operational support.

The private equity secondary market has evolved far beyond its origins as a niche liquidity mechanism. It is now a core portfolio management tool for limited partners and general partners alike, and assets under management have expanded rapidly over the past decade. SS&C recently partnered with Private Equity Wire to host a discussion featuring senior secondaries investors from leading private markets firms.

There is a well-documented growth trap in private equity. Firms that successfully raise successive funds and build out increasingly complex portfolios often discover, sometimes too late, that the infrastructure supporting that activity was designed for a much smaller business. For managers operating in the middle market, with roughly $500 million to $5 billion in assets under management, this gap between operational capacity and business scale is not an abstract risk.

Investor due diligence used to be a background obligation, handled through periodic checks and standard reporting cycles. That has changed. Today's rules demand deeper data, ongoing monitoring and quick responses to regulatory requests. Waiting for the next scheduled report is no longer enough. The goal is to stop bad actors from using fund investments to hide illicit money.