WINDSOR,
Conn., March 5, 2025 /PRNewswire/
-- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today
announced that Dimensional Fund Advisors (DFA), a global leader in
systematic investing, has extended its transfer agency agreement
with SS&C Global Investor and Distribution Solutions (GIDS) for
its U.K. fund range. SS&C will provide transfer agency (TA)
services for Dimensional's open-ended investment company (OEIC)
funds, which manage GBP 8.7 billion
in assets.*
"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 U.S. Today's announcement extends this service
agreement between the firms in the U.K., another key fund
market.
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 U.K. and globally, adapting to
an ever-changing, complex global economy. We look forward to
supporting their business in the coming years."
*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 Austin, Texas, and has 15 global offices
across North America, Europe, Asia,
and Australia. As of December 31, 2024, Dimensional manages
$777 billion for investors worldwide.
For more information, please visit dimensional.com.
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 Windsor,
Connecticut, and has offices around the world. More than
22,000 financial services and healthcare organizations, from the
world's largest companies to small and mid-market firms, rely on
SS&C for expertise, scale and technology.
Additional information about
SS&C (Nasdaq: SSNC) is available at www.ssctech.com.
Follow SS&C on Twitter, LinkedIn and Facebook.
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