WINDSOR,
Conn., Nov. 25, 2024 /PRNewswire/
-- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today
announced that TIFF Investment Management, a leading provider of
custom advice and investment solutions for nonprofit organizations
and other institutional clients, has expanded its relationship with
SS&C to include Form PF reporting.
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 Windsor,
Connecticut, and has offices around the world. Some 20,000
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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SOURCE SS&C