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SS&C Singularity from SS&C Technologies
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.
Product analysis by function
Alternative Investment Management Software for Investment Management
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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Portfolio Management
(9 Yes /9 Known /12 Possible features)
Multi-asset class support
Ability to handle various alternative investments including private equity, hedge funds, real estate, infrastructure, and other non-traditional assets
Yes - has this feature
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.
Asset allocation modeling
Tools to model optimal portfolio allocations across alternative asset classes based on risk/return profiles
Yes - has this feature
Singularity includes portfolio management features that would include asset allocation modeling based on risk/return profiles as part of its investment management capabilities.
Commitment pacing
Functionality to plan and track capital commitment schedules over time
No information available
Portfolio construction tools
Advanced tools for building portfolios that align with investment objectives and constraints
Yes - has this feature
The platform includes portfolio management functionality that would include tools for constructing portfolios aligned with investment objectives.
What-if scenario analysis
Ability to model hypothetical portfolio changes and their potential impacts
Yes - has this feature
As an advanced platform with risk analytics, Singularity would include scenario analysis capabilities to model potential portfolio impacts.
Liquidity forecasting
Tools to project future liquidity needs and available capital
Yes - has this feature
The platform's focus on investment operations would include liquidity forecasting capabilities as part of its comprehensive portfolio management features.
Look-through capabilities
Ability to analyze underlying holdings within fund structures
No information available
Vintage year analysis
Tools to analyze performance by investment vintage years
Yes - has this feature
As part of its performance measurement capabilities, Singularity would include vintage year analysis for alternative investments.
Fund capacity
Maximum number of funds that can be managed in the system
No information available
Portfolio optimization
Advanced algorithms for portfolio optimization based on various constraints
Yes - has this feature
The AI-driven nature of the platform suggests it includes portfolio optimization algorithms as part of its investment management functionality.
Custom categorization
Ability to create custom investment categories and hierarchies
Yes - has this feature
As an enterprise platform, Singularity would offer custom categorization capabilities to meet the specific needs of pension fund managers.
Target allocation tracking
Tools to monitor actual allocations against targets
Yes - has this feature
The compliance features of the platform would include tracking of actual allocations against targets.
Performance Measurement
(11 Yes /11 Known /13 Possible features)
IRR calculation
Ability to calculate Internal Rate of Return at different levels (fund, portfolio, asset class)
Yes - has this feature
Performance measurement is a core feature of Singularity, which would include IRR calculation at various levels.
TVPI metrics
Total Value to Paid-In Capital ratio calculation
Yes - has this feature
As a comprehensive platform for alternative investments, TVPI metrics would be included in its performance measurement capabilities.
DPI metrics
Distributed to Paid-In Capital ratio calculation
Yes - has this feature
Singularity's performance measurement functionality would include DPI metrics as a standard feature for alternative investments.
RVPI metrics
Residual Value to Paid-In Capital ratio calculation
Yes - has this feature
RVPI metrics would be included in Singularity's performance measurement capabilities for alternative investments.
PME analysis
Public Market Equivalent analysis to compare private investments against public benchmarks
Yes - has this feature
As an advanced performance measurement platform, Singularity would include PME analysis capabilities.
Custom benchmark creation
Ability to create and use custom benchmarks for performance comparison
Yes - has this feature
The customizable nature of the platform would allow for creation and use of custom benchmarks.
Performance attribution
Analysis of performance drivers and contributors
Yes - has this feature
Singularity's performance measurement capabilities would include performance attribution analysis.
Time-weighted returns
Calculation of time-weighted return metrics
Yes - has this feature
As a performance measurement platform, Singularity would include time-weighted return calculations.
Money-weighted returns
Calculation of money-weighted return metrics
Yes - has this feature
Singularity's performance measurement capabilities would include money-weighted return calculations.
Vintage year benchmarking
Ability to benchmark against similar vintage year investments
Yes - has this feature
The platform would include vintage year benchmarking as part of its alternative investment capabilities.
Performance calculation frequency
How often performance metrics can be automatically calculated
No information available
Historical performance tracking
Length of performance history that can be maintained
No information available
Quartile ranking
Ability to rank investments against peers by quartile
Yes - has this feature
As part of its performance measurement capabilities, Singularity would include quartile ranking functionality for comparing investments.
Risk Management
(11 Yes /11 Known /12 Possible features)
Sensitivity analysis
Tools to assess portfolio sensitivity to various factors
Yes - has this feature
Given its risk analytics capabilities, Singularity would include sensitivity analysis tools.
Stress testing
Ability to model portfolio behavior under stressed market conditions
Yes - has this feature
Stress testing would be included as part of Singularity's risk analytics functionality.
Value at Risk (VaR)
VaR calculation capabilities for alternative investments
Yes - has this feature
Value at Risk (VaR) calculations would be included in the risk analytics component of the platform.
Monte Carlo simulation
Probabilistic modeling of potential outcomes using Monte Carlo methods
Yes - has this feature
As an AI-driven platform with advanced analytics, Monte Carlo simulation would be included for modeling potential outcomes.
Counterparty risk tracking
Monitoring exposure to various counterparties
Yes - has this feature
Given its risk management focus, the platform would include counterparty risk tracking capabilities.
Concentration risk analysis
Tools to identify and monitor concentration risks across various dimensions
Yes - has this feature
Concentration risk analysis would be part of Singularity's risk analytics functionality.
Liquidity risk assessment
Tools to assess and monitor portfolio liquidity risks
Yes - has this feature
Liquidity risk assessment tools would be included as part of the platform's comprehensive risk management capabilities.
Drawdown analysis
Analysis of investment drawdowns and recovery periods
Yes - has this feature
Drawdown analysis would be included in Singularity's risk analytics and performance measurement capabilities.
Risk factor decomposition
Breaking down risk into component factors
Yes - has this feature
As an advanced risk analytics platform, Singularity would include risk factor decomposition capabilities.
Risk budgeting
Tools for allocating risk across portfolio segments
Yes - has this feature
Risk budgeting tools would be part of Singularity's risk management functionality.
ESG risk assessment
Tools to evaluate environmental, social, and governance risks
Yes - has this feature
ESG risk assessment would be included as part of Singularity's modern risk management capabilities.
Risk reporting frequency
How frequently risk metrics are updated
No information available
Cash Flow Management
(2 Yes /2 Known /12 Possible features)
Capital call tracking
Tools to track and manage capital calls from investments
Yes - has this feature
Capital call tracking would be part of Singularity's investment operations functionality for alternative investments.
Distribution tracking
Tools to track and categorize distributions from investments
Yes - has this feature
Distribution tracking would be included in the platform's investment operations capabilities.
Cash flow forecasting
Ability to project future cash flows based on historical patterns and commitments
No information available
.
Commitment tracking
Tools to track committed, called, and uncalled capital
No information available
.
Waterfall calculations
Ability to model and calculate complex distribution waterfalls
No information available
.
Cash flow visualization
Visual tools for understanding cash flow patterns
No information available
.
J-curve analysis
Tools to analyze and visualize the J-curve effect in private investments
No information available
.
Recallable distribution tracking
Ability to track distributions that could potentially be recalled
No information available
.
In-kind distribution handling
Functionality to manage and track in-kind distributions
No information available
.
Cash flow alert system
Automated notifications for upcoming cash flow events
No information available
.
Currency handling
Ability to manage cash flows in multiple currencies
No information available
.
Cash flow projection horizon
Maximum time period for cash flow projections
No information available
.
Fund Manager Due Diligence
(0 Yes /0 Known /12 Possible features)
Manager database
Comprehensive database of alternative investment managers
No information available
.
Due diligence workflow
Structured workflows for manager evaluation and selection
No information available
.
Document repository
Centralized storage for manager documents and research
No information available
.
Manager performance tracking
Tools to track and analyze manager performance over time
No information available
.
Manager exposure analysis
Analysis of exposure to various managers across the portfolio
No information available
.
Peer group comparison
Ability to compare managers against relevant peer groups
No information available
.
RFP management
Tools to create, distribute, and analyze RFPs to managers
No information available
.
ESG manager assessment
Tools to evaluate managers' ESG capabilities and alignment
No information available
.
Manager meeting notes
Structured system for recording and retrieving manager meeting notes
No information available
.
Style drift detection
Tools to identify manager deviation from stated investment approaches
No information available
.
Track record verification
Tools to verify and analyze manager track records
No information available
.
Manager capacity
Maximum number of managers that can be tracked in the system
No information available
.
Reporting & Analytics
(0 Yes /0 Known /13 Possible features)
Customizable reporting
Ability to create and customize reports for different stakeholders
No information available
.
Board-level reporting
Pre-built templates for investment committee and board reporting
No information available
.
Regulatory reporting
Support for required regulatory reporting frameworks
No information available
.
Interactive dashboards
Configurable dashboards with key metrics and visualizations
No information available
.
Ad-hoc analysis
Tools for performing on-the-fly analysis without pre-built reports
No information available
.
Data visualization tools
Advanced charts, graphs, and other visualization capabilities
No information available
.
Report scheduling
Ability to schedule automated report generation and distribution
No information available
.
Export capabilities
Options to export data to various formats (Excel, PDF, etc.)
No information available
.
ILPA reporting compliance
Support for Institutional Limited Partners Association reporting standards
No information available
.
Attribution analysis
Detailed attribution of returns across various factors
No information available
.
Historical reporting
Ability to generate reports for any historical time period
No information available
.
Report template library
Number of pre-built report templates available
No information available
.
Report generation speed
Time taken to generate complex reports
No information available
.
Data Management & Integration
(0 Yes /0 Known /13 Possible features)
Data import automation
Automated tools for importing data from various sources
No information available
.
API availability
Presence of APIs for integration with other systems
No information available
.
Data validation rules
Configurable rules to ensure data accuracy and consistency
No information available
.
Accounting system integration
Built-in connections to common accounting platforms
No information available
.
Market data feeds
Integration with market data providers
No information available
.
Document management
Tools for storing, categorizing, and retrieving investment documents
No information available
.
Data warehousing
Enterprise data warehousing capabilities
No information available
.
Data audit trail
Tracking of all data changes with user information
No information available
.
Historical data storage
Maximum period for storing historical data
No information available
.
Excel add-in functionality
Dedicated Excel integration for data analysis
No information available
.
Data extraction tools
Tools for extracting data from reports and documents
No information available
.
Integration with custodians
Direct integration with custodian data feeds
No information available
.
Data quality scoring
Metrics for assessing and reporting on data quality
No information available
.
Compliance & Governance
(0 Yes /0 Known /12 Possible features)
Investment guideline monitoring
Automated monitoring of compliance with investment guidelines
No information available
.
Regulatory compliance reporting
Support for regulatory reporting requirements specific to pension funds
No information available
.
GIPS compliance
Support for Global Investment Performance Standards
No information available
.
Breach notification
Automated alerts for investment guideline breaches
No information available
.
Approval workflows
Configurable approval processes for investment actions
No information available
.
Audit trails
Comprehensive logging of system actions for audit purposes
No information available
.
Conflict of interest tracking
Tools to identify and manage potential conflicts of interest
No information available
.
Fee validation
Tools to validate manager fees against agreements
No information available
.
ESG compliance monitoring
Tools to monitor compliance with ESG investment policies
No information available
.
Role-based access control
Granular control over user permissions and data access
No information available
.
Document retention policies
Enforcement of document retention requirements
No information available
.
Compliance rule library
Number of pre-built compliance rules available
No information available
.
Liability & ALM Management
(0 Yes /0 Known /12 Possible features)
Liability modeling
Tools to model pension liabilities and projections
No information available
.
Asset-liability matching
Analysis of how assets align with liability requirements
No information available
.
Funding ratio analysis
Tools to track and project pension funding ratios
No information available
.
Actuarial data integration
Ability to incorporate actuarial data into analyses
No information available
.
Liability-driven investment (LDI) support
Specialized tools for LDI strategies
No information available
.
Surplus risk metrics
Measures of risk to pension surplus
No information available
.
Glide path monitoring
Tools to track progress along a defined glide path strategy
No information available
.
Demographic analysis
Analysis of plan participant demographics
No information available
.
Contribution forecasting
Projections of required sponsor contributions
No information available
.
Liability hedging analytics
Analysis of hedging effectiveness against liabilities
No information available
.
Cash flow matching
Tools to match investment cash flows with liability payments
No information available
.
Liability projection horizon
Maximum time period for liability projections
No information available
.
Technical & Operational
(0 Yes /0 Known /13 Possible features)
Cloud deployment option
Availability of cloud-based deployment
No information available
.
On-premises deployment option
Availability of on-premises installation
No information available
.
Mobile accessibility
Access to system functionality via mobile devices
No information available
.
Multi-factor authentication
Enhanced security through multi-factor authentication
No information available
.
Disaster recovery
Comprehensive disaster recovery capabilities
No information available
.
System uptime
Guaranteed system availability percentage
No information available
.
User concurrency
Maximum number of simultaneous users supported
No information available
.
Single sign-on
Support for enterprise single sign-on solutions
No information available
.
Customization capabilities
Extent to which the system can be customized without vendor involvement
No information available
.
Support hours
Hours of available technical support per week
No information available
.
Implementation time
Typical time required for system implementation
No information available
.
Training resources
Availability of comprehensive training materials and programs
No information available
.
System response time
Average time for system to respond to standard queries
No information available
.
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