TIFF Investment Management Expands Partnership with SS&C to Address New SEC Form PF Reporting Requirements
SS&C Technologies Holdings (Nasdaq: SSNC) announced that TIFF Investment Management has expanded its partnership to include Form PF reporting services for over 40 private funds. This expansion addresses new SEC reporting requirements, making compliance more complex. TIFF, which already uses SS&C for tax services and manager research management, will benefit from SS&C's comprehensive Form PF solution that includes data mapping, aggregation, validated regulatory book of records, report production, and direct SEC filing capabilities.
SS&C Technologies Holdings (Nasdaq: SSNC) ha annunciato che TIFF Investment Management ha ampliato la sua partnership per includere i servizi di reportistica del Form PF per oltre 40 fondi privati. Questa espansione risponde ai nuovi requisiti di reportistica SEC, rendendo la compliance più complessa. TIFF, che utilizza già SS&C per i servizi fiscali e la gestione della ricerca sui gestori, trarrà vantaggio dalla soluzione completa di Form PF di SS&C, che include mappatura dei dati, aggregazione, un libro dei record regolatori validato, produzione di report e capacità di deposito diretto presso la SEC.
SS&C Technologies Holdings (Nasdaq: SSNC) anunció que TIFF Investment Management ha ampliado su asociación para incluir servicios de reporte del Form PF para más de 40 fondos privados. Esta expansión aborda los nuevos requisitos de reporte de la SEC, lo que hace que el cumplimiento sea más complejo. TIFF, que ya utiliza SS&C para servicios fiscales y gestión de investigación de gestores, se beneficiará de la solución integral de Form PF de SS&C, que incluye mapeo de datos, agregación, un libro de registros regulador validado, producción de informes y capacidades de presentación directa ante la SEC.
SS&C Technologies Holdings (Nasdaq: SSNC)는 TIFF Investment Management가 40개 이상의 사모펀드를 위한 Form PF 보고 서비스로 파트너십을 확대했다고 발표했습니다. 이 확장은 새로운 SEC 보고 요구 사항을 충족하여 규정 준수가 더욱 복잡해졌습니다. SS&C를 세금 서비스 및 매니저 연구 관리에 이미 사용하고 있는 TIFF는 SS&C의 포괄적인 Form PF 솔루션의 혜택을 받아 데이터 매핑, 집계, 검증된 규제 기록부, 보고서 생산 및 SEC 직접 제출 기능을 포함합니다.
SS&C Technologies Holdings (Nasdaq: SSNC) a annoncé que TIFF Investment Management a élargi son partenariat pour inclure des services de reporting Form PF pour plus de 40 fonds privés. Cette expansion répond aux nouvelles exigences de reporting de la SEC, rendant la conformité plus complexe. TIFF, qui utilise déjà SS&C pour les services fiscaux et la gestion de la recherche sur les gestionnaires, bénéficiera de la solution complète Form PF de SS&C, qui comprend le mappage des données, l'agrégation, un livre de régulations validé, la production de rapports et des capacités de dépôt direct auprès de la SEC.
SS&C Technologies Holdings (Nasdaq: SSNC) gab bekannt, dass TIFF Investment Management seine Partnerschaft erweitert hat, um Form PF Reporting-Dienste für über 40 private Fonds einzubeziehen. Diese Erweiterung erfüllt die neuen SEC-Berichtspflichten, was die Einhaltung komplizierter macht. TIFF, das bereits SS&C für Steuerdienstleistungen und das Management von Managerforschung nutzt, wird von der umfassenden Form PF-Lösung von SS&C profitieren, die Datenmapping, Aggregation, ein validiertes regulatorisches Buch der Aufzeichnungen, die Berichterstellung und die direkten Einreichungsmöglichkeiten bei der SEC umfasst.
- Expanded business relationship with existing client TIFF Investment Management
- Added Form PF reporting services for 40+ private funds
- Strengthened position in regulatory compliance services
- None.
Insights
This partnership expansion represents a significant development in the financial services sector, particularly for fund management compliance. The SEC's enhanced Form PF requirements have created substantial operational challenges for private fund managers. SS&C's comprehensive solution addresses a critical market need as regulatory reporting becomes increasingly complex.
The deal strengthens SS&C's position in the regulatory technology space and demonstrates growing demand for outsourced compliance solutions. With over 40 private funds from TIFF now requiring Form PF reporting services, this represents a meaningful expansion of SS&C's client relationship and recurring revenue stream. The timing is particularly strategic given the new SEC requirements that mandate more detailed reporting and faster filing deadlines for certain events.
The investment advisory firm will outsource Form PF reporting to SS&C for all of TIFF's 40 + private funds subject to compliance with the regulation. This expansion comes at a critical time, as the SEC has introduced new and more stringent Form PF reporting requirements, increasing the complexity and urgency for private fund managers to ensure compliance. TIFF also leverages SS&C for tax services and manager research management.
"Form PF regulations are changing quickly, and we wanted to partner with an expert provider to ensure we stay ahead of the curve," said Christian Szautner, TIFF's Chief Compliance Officer. "SS&C has been a leader in Form PF compliance for years, coupling end-to-end compliance management technology with expert support. We look forward to working with SS&C to meet our regulatory obligations to the highest possible standard."
SS&C's comprehensive solution for Form PF compliance includes:
- Up-to-date explanation of the data required
- Data mapping and aggregation
- Validated Regulatory Book of Records
- Production of reports for review
- Direct filing with the Securities and Exchange Commission (SEC)
"Form PF reporting is now more complicated than ever with the SEC's new requirements. Private fund managers will have to collect and compile more data and dedicate more time, resources and brainpower to compliance," said Rob Stone, General Manager of Intelligent Automation and Analytics at SS&C Technologies. "Outsourcing this work to an expert provider such as SS&C significantly reduces the regulatory compliance burden on an organization. We look forward to supporting TIFF and other clients with this important work so they can get back to their primary business of finding alpha."
Learn more about SS&C Form PF reporting services here.
About TIFF
For over 30 years, TIFF Investment Management has been a trusted partner, offering custom advice and investment solutions for nonprofit organizations and other institutional clients. Specializing in comprehensive Outsourced Chief Investment Officer (OCIO) and private markets solutions, we assist endowments, foundations, RIAs, family offices, and other institutional organizations in achieving their financial objectives and advancing their missions.
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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SOURCE SS&C
FAQ
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