Service Provider News & Perspectives

April 25, 2022

CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors

CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors April 19, 2022 | CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of its inaugural annual summit which will take place October 17 to 19, 2022 at the Beverly Hilton in Los Angeles, California. Apollo Chair Jay Clayton,…

April 21, 2022

The Potential Opportunity in Market Volatility

The Potential Opportunity in Market Volatility April 6, 2022 | Nic Millikan | CAIS For the past decade, we’ve experienced an environment that many consider to be of low inflation and easy monetary policy, while the domestic stock markets recorded the longest bull market in history.1 Then came 2020 and the pandemic induced sell-off in global…

April 21, 2022

Bond & Equity Markets Appear to Have Divergent Views on the Impact of Inflation

Bond & Equity Markets Appear to Have Divergent Views on the Impact of Inflation April 18, 2022 | Nic Millikan | CAIS When the Consumer Price Index of inflation for March came in this month at 8.5%, it not only hit another four-decade high, but it again exceeded the markets expectation for the rate of…

April 21, 2022

CAIS Announces $100 Million Investment from Reverence Capital Partners

CAIS Announces $100 Million Investment from Reverence Capital Partners April 6, 2022 | CAIS CAIS, the leading alternative investment platform, today announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the Company’s $225 million round in January, led by Apollo, Motive Partners, and Franklin Templeton which resulted in CAIS’…

April 14, 2022

Bridging the Digital Divide with Intelligent Document Processing

Bridging the Digital Divide with Intelligent Document Processing April 14, 2022 | SS&C Artificial Intelligence has stepped up to the front line of real-world problem solving and business transformation—with Intelligent Document Processing (IDP) becoming a vital component in the global effort to drive intelligent automation into corporations worldwide. Download SS&C's whitepaper to see how IDP…

April 12, 2022

iCapital Market Pulse: Amid renewed Fed hawkishness recession risks might be worth hedging

iCapital Market Pulse: Amid renewed Fed hawkishness recession risks might be worth hedging April 7, 2022 | Anastasia Amoroso The FOMC minutes suggest a more hawkish approach than markets have priced in and the risk of a consumer-led recession is rising. Equity returns are therefore likely to be muted at best over the coming year,…

April 12, 2022

2022 Investment Landscape: Here we go again

2022 Investment Landscape: Here we go again April 12, 2022 | UMB Overview: Play it Again, Sam We are not forecasting a Groundhog Day phenomenon, but 2022 will likely resemble 2021 in many ways. However, as investors emerge from 2021, their concerns that the market is bound for a significant correction are not entirely unfounded.…

April 12, 2022

The Nuances of Managing Risk in Alternative Assets

The Nuances of Managing Risk in Alternative Assets April 12, 2022 | SS&C Technologies Each alternative asset class introduces valuation challenges such as lower liquidity and higher complexity. Buy-side firms are moving away from simple factor models and towards a mixture of models, such as bottom-up approaches. SS&C Algorithmics adapts to combine analytics within enterprise…

April 11, 2022

Comparing fund administrators? Ask three tough questions

Comparing fund administrators? Ask three tough questions April 11, 2022 | Greg Drose | UMB As the asset management industry has changed, so has the fund services industry that serves it. Those changes include offshoring, ownership changes, mergers and divestitures. For asset managers, this may mean changes to service models—which may in turn prompt managers…