The insurance industry is dealing with a constantly evolving landscape of new regulatory requirements and technological change, requiring firms to rethink their strategies and operational models. In order to better understand how firms are operating in this challenging market, SS&C is launching our 2017 global survey of insurance asset management organizations. It should only take 5 minutes to complete and we’d value your participation. If you choose to provide your contact information, we will enter you into a drawing for an Apple Watch. 

* 1. What best describes your functional area?

* 2. Which of the following best describes your firm?

* 3. In what country is your company's headquarters located?

* 4. What is the size of your firm's investment portfolio (AUM)?

* 5. Which of the following business models is your company using for the following investment-related areas?

  Licensed Vendor Solution Internally Developed Solution Outsourced Service Provider by an Asset Mgr Outsourced Service Provider Independent of the Asset Mgr(s) Don't Know/Not Applicable
Performance Measurement and Attribution
Risk Analysis
Regulatory Reporting
Loan Management
Investment Accounting
Tax Accounting
Treasury Functions

* 6. Which of the following business models do you see your company using 5 years from now for the following investment-related areas?

  Licensed Vendor Solution Internally Developed Solution Outsourced Service Provider by an Asset Mgr Outsourced Service Provider Independent of the Asset Mgr(s) Don't Know/Not Applicable
Performance Measurement and Attribution
Risk Analysis
Regulatory Reporting
Loan Management
Investment Accounting
Tax Accounting
Treasury Functions

* 7. In terms of your choice of business model (i.e., vendor license vs. outsourced service) for the areas listed below, choose the 3 factors that are the most important to your company:

  Company philosophy Skilled staff Mainly a financial decision Access to technology Regulatory or compliance needs Data security Scalability Don't Know/Not Applicable
Performance and Measurement
Risk and Analysis
Regulatory Reporting
Loan Management
Investment Accounting
Tax Accounting
Treasury Functions

* 8. Is your internal technology operations and infrastructure:

  No, not at all Somewhat Yes, very well Don't know/Not Applicable
Currently meeting business needs?
Situated to meet future business needs over the next 2-5 years?

* 9. Do you anticipate decreasing, staying at current levels, or increasing with regards to:

  Decreasing Staying at current levels Increasing Don't Know/Not Applicable
Outsourcing technology services
Moving to Cloud and hosting providers

* 10. In terms of your technology spending to support investment operations, over the next year do you intend to:

* 11. How critical is your:

  Not critical at all Somewhat critical Extremely critical Don't Know/Not Applicable
Cloud technology strategy likely to be over the next 1-3 years?
Data/big data strategy likely to be over the next 1-3 years?

* 12. What are the major operational challenges to your expansion strategy? Choose all that apply.

* 13. What percentage of your invested assets are externally managed?

* 14. Over the next 3 years, what are your plans regarding the use of external investment management?

* 15. What factor most influences your decision to use external asset managers?

* 16. Are all your assets (including securities, derivatives, bank loans, partnership structures, etc.) in one comprehensive accounting system?

* 17. What basis of accounting do you need to satisfy all reporting requirements? Check all that apply.

* 18. In how many countries do you have legal entities?

* 19. Over the next 12 months, would you expect the following changes in your portfolio allocation?

  Increase Decrease No Change Don't Know/Not Applicable
Commercial Loans
Residential Loans
Syndicated Bank Loans
Equity and Mutual Funds
MBS and Loan-Backed Securities
High Yield and Distressed Debt
Other Long Term Fixed Income
Short Term and Repo/Reverse Repo
Alternatives (including LPs and GPs)
Foreign Securities and FX
Derivatives

* 20. Apart from business risk (e.g. sales, claims experience) where are you placing your greatest risk focus?

* 21. Which financial reporting or new regulatory requirements concern you the most?

* 22. Are you confident in your current approach to meeting these reporting and regulatory challenges?

* 23. How confident are you in the data and process that you rely on to produce accurate performance and attribution reports?

* 24. How important to you are GIPS standards in calculating performance and attribution?

* 25. Thank you very much for your insightful responses. If you would like to be entered into a drawing for an Apple Watch and receive a copy of the survey results, please provide your contact information below.

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