SS&C Technologies’ Post

SS&C Deliver 2025 kicked off with a great discussion between Bill Stone and Victor Haghani, founder of Elm Wealth and the originator of Dynamic Index Investing®. The conversation touched on key topics such as: ·      the role of index funds as stabilizers in today’s investment landscape ·      the challenge of preserving generational wealth ·      optimizing risk-adjusted returns ·      the principles of institutional investing vs. personal finance ·      the impact of tax-loss harvesting strategies on investment trends ·      keeping the focus on rules-based investing in any geopolitical climate Victor shared a hopeful vision for the role of AI in personal investing: “I hope #AI will allow really good financial advice get to lower-income people at a reasonable cost. The average financial literacy has declined in the last 10-15 years as very little financial education is happening across our societies. AI, in combination with humans, has the potential to make education and advice accessible and affordable.” #SSNCDeliver2025