Principal Asset Management Extends Relationship with SS&C
SS&C Technologies Holdings (Nasdaq: SSNC) has announced the extension of its transfer agency relationship with Principal Asset Management, the investment management division of Principal Financial Group (Nasdaq: PFG). SS&C will continue providing comprehensive fund services to Principal's portfolio of 114 mutual funds, encompassing 467 mutual and retail alternatives share classes, managing approximately $160 billion in assets.
Through SS&C Global Investor & Distribution Solutions (GIDS), the company will deliver transfer agency and digital investor services, including investor communications, document processing, and anti-money laundering services. Principal's diverse investment offerings span over 50 fund types across equity, fixed income, real estate, and alternative strategies, serving both individual and institutional investors.
SS&C Technologies Holdings (Nasdaq: SSNC) ha annunciato l'estensione della sua relazione di agenzia di trasferimento con Principal Asset Management, la divisione di gestione degli investimenti di Principal Financial Group (Nasdaq: PFG). SS&C continuerà a fornire servizi completi per i fondi al portafoglio di 114 fondi comuni, comprendendo 467 classi di azioni di fondi comuni e alternativi al dettaglio, gestendo circa $160 miliardi in attività.
Attraverso SS&C Global Investor & Distribution Solutions (GIDS), l'azienda fornirà servizi di agenzia di trasferimento e servizi digitali per gli investitori, inclusi comunicazioni con gli investitori, elaborazione dei documenti e servizi di prevenzione del riciclaggio. L'offerta diversificata di investimenti di Principal si estende a oltre 50 tipi di fondi nei settori azionario, obbligazionario, immobiliare e strategie alternative, servendo sia investitori individuali che istituzionali.
SS&C Technologies Holdings (Nasdaq: SSNC) ha anunciado la extensión de su relación de agencia de transferencia con Principal Asset Management, la división de gestión de inversiones de Principal Financial Group (Nasdaq: PFG). SS&C continuará proporcionando servicios integrales de fondos al portafolio de 114 fondos mutuos, que abarca 467 clases de acciones de fondos mutuos y alternativas al por menor, gestionando aproximadamente $160 mil millones en activos.
A través de SS&C Global Investor & Distribution Solutions (GIDS), la compañía ofrecerá servicios de agencia de transferencia y servicios digitales para inversores, incluyendo comunicaciones con inversores, procesamiento de documentos y servicios de prevención del lavado de dinero. La diversa oferta de inversiones de Principal abarca más de 50 tipos de fondos en acciones, renta fija, bienes raíces y estrategias alternativas, atendiendo tanto a inversores individuales como institucionales.
SS&C Technologies Holdings (Nasdaq: SSNC)는 Principal Asset Management와의 이전 에이전시 관계를 연장한다고 발표했습니다. Principal Financial Group (Nasdaq: PFG)의 투자 관리 부문입니다. SS&C는 Principal의 114개 뮤추얼 펀드 포트폴리오에 포괄적인 펀드 서비스를 계속 제공하며, 467개의 뮤추얼 및 소매 대체 주식 클래스를 포함하고 약 $1600억의 자산을 관리합니다.
SS&C Global Investor & Distribution Solutions (GIDS)를 통해 회사는 투자자 커뮤니케이션, 문서 처리 및 자금 세탁 방지 서비스를 포함한 이전 에이전시 및 디지털 투자자 서비스를 제공합니다. Principal의 다양한 투자 상품은 주식, 고정 수입, 부동산 및 대체 전략 전반에 걸쳐 50개 이상의 펀드 유형으로 구성되어 있으며, 개인 및 기관 투자자 모두에게 서비스를 제공합니다.
SS&C Technologies Holdings (Nasdaq: SSNC) a annoncé l'extension de sa relation d'agence de transfert avec Principal Asset Management, la division de gestion d'investissements de Principal Financial Group (Nasdaq: PFG). SS&C continuera à fournir des services complets de fonds au portefeuille de 114 fonds communs, englobant 467 classes d'actions de fonds communs et alternatives de détail, gérant environ $160 milliards d'actifs.
Grâce à SS&C Global Investor & Distribution Solutions (GIDS), l'entreprise fournira des services d'agence de transfert et des services numériques pour les investisseurs, y compris la communication avec les investisseurs, le traitement des documents et les services de lutte contre le blanchiment d'argent. Les offres d'investissement diversifiées de Principal couvrent plus de 50 types de fonds dans les domaines des actions, des obligations, de l'immobilier et des stratégies alternatives, servant à la fois des investisseurs individuels et institutionnels.
SS&C Technologies Holdings (Nasdaq: SSNC) hat die Verlängerung seiner Transferagentur-Beziehung mit Principal Asset Management, der Investmentmanagement-Sparte der Principal Financial Group (Nasdaq: PFG), bekannt gegeben. SS&C wird weiterhin umfassende Fondsdienstleistungen für das Portfolio von 114 Investmentfonds bereitstellen, das 467 Klassen von Investmentfonds und Einzelhandelsalternativen umfasst und etwa $160 Milliarden an Vermögenswerten verwaltet.
Über SS&C Global Investor & Distribution Solutions (GIDS) wird das Unternehmen Transferagentur- und digitale Investorenservices anbieten, einschließlich Investorenkommunikation, Dokumentenverarbeitung und Geldwäschepräventionsdiensten. Die vielfältigen Anlageangebote von Principal erstrecken sich über mehr als 50 Fondstypen in den Bereichen Aktien, festverzinsliche Anlagen, Immobilien und alternative Strategien und bedienen sowohl private als auch institutionelle Investoren.
- Secured extension of major transfer agency relationship with Principal Asset Management ($160B AUM)
- Maintains significant revenue stream from servicing 114 mutual funds and 467 share classes
- Strengthens SS&C's position in fund services and transfer agency business
- None.
Principal's offerings for individual and institutional investors feature more than 50 fund types across equity, fixed income, real estate to alternative strategies. SS&C provides transfer agency and digital investor services, including investor communications, document processing, anti-money laundering services and more.
"We are pleased to extend our valued long-term relationship with Principal Asset Management," said Nicole Greene, Head of SS&C GIDS,
Learn more about SS&C's Global Investor and Distribution Solutions here.
About Principal Financial Group
Principal Financial Group® (Nasdaq: PFG) is a global financial company with nearly 20,000 employees* passionate about improving the wealth and well-being of people and businesses. In business for 145 years, we're helping more than 68 million customers* plan, protect, invest, and retire, while working to support the communities where we do business, and build a diverse, inclusive workforce.
*As of September 30, 2024
About SS&C Technologies
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in
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SS&C (Nasdaq: SSNC) is available at www.ssctech.com.
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