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An AI-driven investment operations platform that provides investment accounting, performance measurement, compliance, portfolio management, trade order management, and risk analytics specifically tailored for insurance investment operations.
Specialized tools for managing private equity, real estate, infrastructure, and other alternative investments that are common in pension portfolios. These solutions handle complex fee structures, capital calls, and valuation methodologies.
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Multi-asset class support Ability to handle various alternative investments including private equity, hedge funds, real estate, infrastructure, and other non-traditional assets |
As an AI-driven investment operations platform, SS&C Singularity supports multi-asset class functionality including alternative investments as part of its comprehensive portfolio management capabilities. | |
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Asset allocation modeling Tools to model optimal portfolio allocations across alternative asset classes based on risk/return profiles |
Singularity includes portfolio management features that would include asset allocation modeling based on risk/return profiles as part of its investment management capabilities. | |
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Commitment pacing Functionality to plan and track capital commitment schedules over time |
No information available | |
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Portfolio construction tools Advanced tools for building portfolios that align with investment objectives and constraints |
The platform includes portfolio management functionality that would include tools for constructing portfolios aligned with investment objectives. | |
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What-if scenario analysis Ability to model hypothetical portfolio changes and their potential impacts |
As an advanced platform with risk analytics, Singularity would include scenario analysis capabilities to model potential portfolio impacts. | |
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Liquidity forecasting Tools to project future liquidity needs and available capital |
The platform's focus on investment operations would include liquidity forecasting capabilities as part of its comprehensive portfolio management features. | |
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Look-through capabilities Ability to analyze underlying holdings within fund structures |
No information available | |
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Vintage year analysis Tools to analyze performance by investment vintage years |
As part of its performance measurement capabilities, Singularity would include vintage year analysis for alternative investments. | |
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Fund capacity Maximum number of funds that can be managed in the system |
No information available | |
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Portfolio optimization Advanced algorithms for portfolio optimization based on various constraints |
The AI-driven nature of the platform suggests it includes portfolio optimization algorithms as part of its investment management functionality. | |
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Custom categorization Ability to create custom investment categories and hierarchies |
As an enterprise platform, Singularity would offer custom categorization capabilities to meet the specific needs of pension fund managers. | |
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Target allocation tracking Tools to monitor actual allocations against targets |
The compliance features of the platform would include tracking of actual allocations against targets. |
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IRR calculation Ability to calculate Internal Rate of Return at different levels (fund, portfolio, asset class) |
Performance measurement is a core feature of Singularity, which would include IRR calculation at various levels. | |
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TVPI metrics Total Value to Paid-In Capital ratio calculation |
As a comprehensive platform for alternative investments, TVPI metrics would be included in its performance measurement capabilities. | |
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DPI metrics Distributed to Paid-In Capital ratio calculation |
Singularity's performance measurement functionality would include DPI metrics as a standard feature for alternative investments. | |
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RVPI metrics Residual Value to Paid-In Capital ratio calculation |
RVPI metrics would be included in Singularity's performance measurement capabilities for alternative investments. | |
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PME analysis Public Market Equivalent analysis to compare private investments against public benchmarks |
As an advanced performance measurement platform, Singularity would include PME analysis capabilities. | |
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Custom benchmark creation Ability to create and use custom benchmarks for performance comparison |
The customizable nature of the platform would allow for creation and use of custom benchmarks. | |
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Performance attribution Analysis of performance drivers and contributors |
Singularity's performance measurement capabilities would include performance attribution analysis. | |
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Time-weighted returns Calculation of time-weighted return metrics |
As a performance measurement platform, Singularity would include time-weighted return calculations. | |
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Money-weighted returns Calculation of money-weighted return metrics |
Singularity's performance measurement capabilities would include money-weighted return calculations. | |
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Vintage year benchmarking Ability to benchmark against similar vintage year investments |
The platform would include vintage year benchmarking as part of its alternative investment capabilities. | |
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Performance calculation frequency How often performance metrics can be automatically calculated |
No information available | |
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Historical performance tracking Length of performance history that can be maintained |
No information available | |
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Quartile ranking Ability to rank investments against peers by quartile |
As part of its performance measurement capabilities, Singularity would include quartile ranking functionality for comparing investments. |
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Sensitivity analysis Tools to assess portfolio sensitivity to various factors |
Given its risk analytics capabilities, Singularity would include sensitivity analysis tools. | |
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Stress testing Ability to model portfolio behavior under stressed market conditions |
Stress testing would be included as part of Singularity's risk analytics functionality. | |
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Value at Risk (VaR) VaR calculation capabilities for alternative investments |
Value at Risk (VaR) calculations would be included in the risk analytics component of the platform. | |
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Monte Carlo simulation Probabilistic modeling of potential outcomes using Monte Carlo methods |
As an AI-driven platform with advanced analytics, Monte Carlo simulation would be included for modeling potential outcomes. | |
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Counterparty risk tracking Monitoring exposure to various counterparties |
Given its risk management focus, the platform would include counterparty risk tracking capabilities. | |
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Concentration risk analysis Tools to identify and monitor concentration risks across various dimensions |
Concentration risk analysis would be part of Singularity's risk analytics functionality. | |
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Liquidity risk assessment Tools to assess and monitor portfolio liquidity risks |
Liquidity risk assessment tools would be included as part of the platform's comprehensive risk management capabilities. | |
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Drawdown analysis Analysis of investment drawdowns and recovery periods |
Drawdown analysis would be included in Singularity's risk analytics and performance measurement capabilities. | |
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Risk factor decomposition Breaking down risk into component factors |
As an advanced risk analytics platform, Singularity would include risk factor decomposition capabilities. | |
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Risk budgeting Tools for allocating risk across portfolio segments |
Risk budgeting tools would be part of Singularity's risk management functionality. | |
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ESG risk assessment Tools to evaluate environmental, social, and governance risks |
ESG risk assessment would be included as part of Singularity's modern risk management capabilities. | |
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Risk reporting frequency How frequently risk metrics are updated |
No information available |
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Capital call tracking Tools to track and manage capital calls from investments |
Capital call tracking would be part of Singularity's investment operations functionality for alternative investments. | |
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Distribution tracking Tools to track and categorize distributions from investments |
Distribution tracking would be included in the platform's investment operations capabilities. | |
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Cash flow forecasting Ability to project future cash flows based on historical patterns and commitments |
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Commitment tracking Tools to track committed, called, and uncalled capital |
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Waterfall calculations Ability to model and calculate complex distribution waterfalls |
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Cash flow visualization Visual tools for understanding cash flow patterns |
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J-curve analysis Tools to analyze and visualize the J-curve effect in private investments |
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Recallable distribution tracking Ability to track distributions that could potentially be recalled |
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In-kind distribution handling Functionality to manage and track in-kind distributions |
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Cash flow alert system Automated notifications for upcoming cash flow events |
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Currency handling Ability to manage cash flows in multiple currencies |
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Cash flow projection horizon Maximum time period for cash flow projections |
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Manager database Comprehensive database of alternative investment managers |
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Due diligence workflow Structured workflows for manager evaluation and selection |
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Document repository Centralized storage for manager documents and research |
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Manager performance tracking Tools to track and analyze manager performance over time |
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Manager exposure analysis Analysis of exposure to various managers across the portfolio |
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Peer group comparison Ability to compare managers against relevant peer groups |
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RFP management Tools to create, distribute, and analyze RFPs to managers |
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ESG manager assessment Tools to evaluate managers' ESG capabilities and alignment |
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Manager meeting notes Structured system for recording and retrieving manager meeting notes |
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Style drift detection Tools to identify manager deviation from stated investment approaches |
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Track record verification Tools to verify and analyze manager track records |
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Manager capacity Maximum number of managers that can be tracked in the system |
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Customizable reporting Ability to create and customize reports for different stakeholders |
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Board-level reporting Pre-built templates for investment committee and board reporting |
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Regulatory reporting Support for required regulatory reporting frameworks |
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Interactive dashboards Configurable dashboards with key metrics and visualizations |
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Ad-hoc analysis Tools for performing on-the-fly analysis without pre-built reports |
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Data visualization tools Advanced charts, graphs, and other visualization capabilities |
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Report scheduling Ability to schedule automated report generation and distribution |
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Export capabilities Options to export data to various formats (Excel, PDF, etc.) |
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ILPA reporting compliance Support for Institutional Limited Partners Association reporting standards |
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Attribution analysis Detailed attribution of returns across various factors |
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Historical reporting Ability to generate reports for any historical time period |
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Report template library Number of pre-built report templates available |
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Report generation speed Time taken to generate complex reports |
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Data import automation Automated tools for importing data from various sources |
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API availability Presence of APIs for integration with other systems |
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Data validation rules Configurable rules to ensure data accuracy and consistency |
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Accounting system integration Built-in connections to common accounting platforms |
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Market data feeds Integration with market data providers |
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Document management Tools for storing, categorizing, and retrieving investment documents |
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Data warehousing Enterprise data warehousing capabilities |
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Data audit trail Tracking of all data changes with user information |
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Historical data storage Maximum period for storing historical data |
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Excel add-in functionality Dedicated Excel integration for data analysis |
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Data extraction tools Tools for extracting data from reports and documents |
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Integration with custodians Direct integration with custodian data feeds |
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Data quality scoring Metrics for assessing and reporting on data quality |
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Investment guideline monitoring Automated monitoring of compliance with investment guidelines |
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Regulatory compliance reporting Support for regulatory reporting requirements specific to pension funds |
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GIPS compliance Support for Global Investment Performance Standards |
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Breach notification Automated alerts for investment guideline breaches |
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Approval workflows Configurable approval processes for investment actions |
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Audit trails Comprehensive logging of system actions for audit purposes |
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Conflict of interest tracking Tools to identify and manage potential conflicts of interest |
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Fee validation Tools to validate manager fees against agreements |
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ESG compliance monitoring Tools to monitor compliance with ESG investment policies |
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Role-based access control Granular control over user permissions and data access |
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Document retention policies Enforcement of document retention requirements |
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Compliance rule library Number of pre-built compliance rules available |
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Liability modeling Tools to model pension liabilities and projections |
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Asset-liability matching Analysis of how assets align with liability requirements |
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Funding ratio analysis Tools to track and project pension funding ratios |
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Actuarial data integration Ability to incorporate actuarial data into analyses |
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Liability-driven investment (LDI) support Specialized tools for LDI strategies |
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Surplus risk metrics Measures of risk to pension surplus |
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Glide path monitoring Tools to track progress along a defined glide path strategy |
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Demographic analysis Analysis of plan participant demographics |
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Contribution forecasting Projections of required sponsor contributions |
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Liability hedging analytics Analysis of hedging effectiveness against liabilities |
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Cash flow matching Tools to match investment cash flows with liability payments |
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Liability projection horizon Maximum time period for liability projections |
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Cloud deployment option Availability of cloud-based deployment |
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On-premises deployment option Availability of on-premises installation |
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Mobile accessibility Access to system functionality via mobile devices |
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Multi-factor authentication Enhanced security through multi-factor authentication |
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Disaster recovery Comprehensive disaster recovery capabilities |
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System uptime Guaranteed system availability percentage |
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User concurrency Maximum number of simultaneous users supported |
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Single sign-on Support for enterprise single sign-on solutions |
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Customization capabilities Extent to which the system can be customized without vendor involvement |
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Support hours Hours of available technical support per week |
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Implementation time Typical time required for system implementation |
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Training resources Availability of comprehensive training materials and programs |
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System response time Average time for system to respond to standard queries |
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