Dimensional Fund Advisors Renews Transfer Agent Relationship with SS&C
SS&C Technologies Holdings (SSNC) has announced the renewal of its transfer agency agreement with Dimensional Fund Advisors (DFA) for their U.K. fund range. The extended partnership will see SS&C providing transfer agency services for DFA's open-ended investment company funds, which manage GBP 8.7 billion in assets.
This renewal builds on a decade-long relationship between the companies, following DFA's 2023 contract renewal for SS&C to service its '40 Act mutual funds in the U.S. SS&C Global Investor and Distribution Solutions (GIDS), as the largest global transfer agency, services over 1,000 clients worldwide, offering data-driven operational insights, end-to-end interaction recording, digitized service delivery, and global data management capabilities.
SS&C Technologies Holdings (SSNC) ha annunciato il rinnovo del suo accordo di agenzia di trasferimento con Dimensional Fund Advisors (DFA) per la loro gamma di fondi nel Regno Unito. La partnership estesa vedrà SS&C fornire servizi di agenzia di trasferimento per i fondi della società di investimento a capitale aperto di DFA, che gestiscono 8,7 miliardi di GBP in attività.
Questo rinnovo si basa su un rapporto decennale tra le aziende, dopo il rinnovo del contratto di DFA nel 2023 per SS&C per gestire i suoi fondi comuni '40 Act negli Stati Uniti. SS&C Global Investor and Distribution Solutions (GIDS), come la più grande agenzia di trasferimento globale, serve oltre 1.000 clienti in tutto il mondo, offrendo approfondimenti operativi basati sui dati, registrazione delle interazioni end-to-end, fornitura di servizi digitalizzati e capacità di gestione dei dati a livello globale.
SS&C Technologies Holdings (SSNC) ha anunciado la renovación de su acuerdo de agencia de transferencia con Dimensional Fund Advisors (DFA) para su gama de fondos en el Reino Unido. La asociación ampliada verá a SS&C proporcionar servicios de agencia de transferencia para los fondos de la compañía de inversión abierta de DFA, que gestionan 8.7 mil millones de GBP en activos.
Esta renovación se basa en una relación de diez años entre las empresas, tras la renovación del contrato de DFA en 2023 para que SS&C gestione sus fondos mutuos '40 Act en los EE. UU. SS&C Global Investor and Distribution Solutions (GIDS), como la mayor agencia de transferencia global, atiende a más de 1,000 clientes en todo el mundo, ofreciendo información operativa basada en datos, grabación de interacciones de extremo a extremo, entrega de servicios digitalizados y capacidades de gestión de datos globales.
SS&C Technologies Holdings (SSNC)는 Dimensional Fund Advisors (DFA)와 영국 펀드 범위를 위한 전환 대행 계약을 갱신했다고 발표했습니다. 연장된 파트너십을 통해 SS&C는 DFA의 개방형 투자 회사 펀드에 대한 전환 대행 서비스를 제공하며, 이 펀드는 87억 파운드(GBP)의 자산을 관리합니다.
이번 갱신은 2023년 DFA가 SS&C에 미국의 '40 Act 뮤추얼 펀드를 서비스하도록 계약을 갱신한 이후 10년 간의 관계를 기반으로 합니다. SS&C 글로벌 투자자 및 유통 솔루션(GIDS)은 세계 최대의 전환 대행사로서 전 세계 1,000명 이상의 고객에게 서비스를 제공하며, 데이터 기반의 운영 통찰력, 종단 간 상호 작용 기록, 디지털 서비스 제공 및 글로벌 데이터 관리 기능을 제공합니다.
SS&C Technologies Holdings (SSNC) a annoncé le renouvellement de son contrat d'agence de transfert avec Dimensional Fund Advisors (DFA) pour leur gamme de fonds au Royaume-Uni. Le partenariat prolongé verra SS&C fournir des services d'agence de transfert pour les fonds de société d'investissement à capital variable de DFA, qui gèrent 8,7 milliards de GBP d'actifs.
Ce renouvellement s'appuie sur une relation de dix ans entre les entreprises, suite au renouvellement du contrat de DFA en 2023 pour que SS&C gère ses fonds communs '40 Act aux États-Unis. SS&C Global Investor and Distribution Solutions (GIDS), en tant que plus grande agence de transfert mondiale, sert plus de 1 000 clients dans le monde entier, offrant des informations opérationnelles basées sur les données, un enregistrement des interactions de bout en bout, une prestation de services numérisée et des capacités de gestion des données à l'échelle mondiale.
SS&C Technologies Holdings (SSNC) hat die Verlängerung seines Transferagenturvertrags mit Dimensional Fund Advisors (DFA) für deren Fondsangebot im Vereinigten Königreich bekannt gegeben. Die erweiterte Partnerschaft sieht vor, dass SS&C Transferagenturdienste für die offenen Investmentfonds von DFA bereitstellt, die 8,7 Milliarden GBP an Vermögenswerten verwalten.
Diese Verlängerung baut auf einer zehnjährigen Beziehung zwischen den Unternehmen auf, nach der Vertragsverlängerung von DFA im Jahr 2023, damit SS&C seine '40 Act-Mischfonds in den USA betreut. SS&C Global Investor and Distribution Solutions (GIDS), als größte globale Transferagentur, bedient weltweit über 1.000 Kunden und bietet datengestützte betriebliche Einblicke, End-to-End-Interaktionsaufzeichnungen, digitalisierte Servicebereitstellung und globale Datenmanagementfähigkeiten.
- Contract renewal secures continued revenue stream from major client
- Expansion of relationship in key UK market following 2023 US renewal
- Services large client with GBP 8.7B in assets under management
- None.
"We are pleased to continue our relationship with SS&C, which has been integral to our efforts to provide clients with top-quality service," said David Kavanaugh, Global Head of Investment Operations at Dimensional. "The firm's cutting-edge technology and expert team help us deliver an enhanced experience for investment professionals across the globe."
Dimensional has leveraged SS&C GIDS' services for over a decade across numerous funds and markets. In 2023, Dimensional renewed its contract with SS&C to service its '40 Act mutual funds lineup in the
As the largest global transfer agency, SS&C GIDS services over 1,000 clients worldwide. SS&C's suite of TA services includes data-driven operational insights, end-to-end interaction recording, digitized service delivery, and global data management, among other capabilities.
"We are thrilled to continue our collaboration with Dimensional," said Damien Barry, head of SS&C GIDS, EMEA. "Our global team of functional experts has helped power their growth in the
*As of year-end 2024
About Dimensional Fund Advisors
Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in
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
Additional information about
SS&C (Nasdaq: SSNC) is available at www.ssctech.com.
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