#USA #TIFF Management #SS&C Technologies #Form PF #Windsor

TIFF Investment Management and SS&C Technologies Join Forces

TIFF Investment Management has taken a significant step forward by expanding its partnership with SS&C Technologies Holdings, Inc. This collaboration aims to tackle the new complexities introduced by the SEC regarding Form PF (Private Fund) reporting, which has recently seen increased scrutiny and more stringent requirements from regulators.

For over three decades, TIFF has established itself as a prominent player in providing tailored advice and investment solutions to nonprofit organizations and various institutional clients. With regulatory pressures rising, TIFF has opted to outsource its Form PF reporting for its suite of over 40 private funds to SS&C, a well-regarded leader in compliance solutions.

Christian Szautner, TIFF's Chief Compliance Officer, highlights the urgency of adapting to rapidly changing regulations: “Form PF regulations are changing quickly, and we wanted to partner with an expert provider to ensure we stay ahead of the curve.” This partnership is timely, as private fund managers grapple with gathering and processing substantial data to meet evolving compliance standards. Szautner emphasizes the need for an expert partner like SS&C, given their longstanding commitment and innovation in Form PF compliance.

SS&C Technologies, which has been in operation since 1986, boasts a vast client base that includes an extensive range of healthcare and financial firms, from the largest corporations to mid-market organizations. Their expertise lies in providing comprehensive solutions that automate regulatory compliance, thus alleviating the burden placed on investment management firms striving for compliance with SEC requirements.

The compliance solutions offered by SS&C encompass key components such as:

• - A thorough and up-to-date explanation of the data requirements for Form PF
• - Efficient data mapping and aggregation processes
• - Creation of a validated Regulatory Book of Records
• - Precise report production for review
• - Direct filing capabilities with the SEC

Rob Stone, General Manager of Intelligent Automation and Analytics at SS&C, acknowledges the escalating challenges surrounding Form PF compliance. He states, “Private fund managers will have to collect and compile more data, dedicating more resources and time to compliance than ever before.” Stone lauds the decision by TIFF to outsource Form PF compliance tasks to SS&C, suggesting it significantly reduces the organization’s regulatory compliance workload. This, in turn, allows TIFF to concentrate on its core focus: hunting for alpha and generating robust investment returns for its clients.

TIFF’s specialized approach in managing investment strategies has led to the development of comprehensive solutions tailored specifically for endowments, foundations, registered investment advisers (RIAs), family offices, and other institutions aiming to meet their financial goals while enhancing their missions.

In closing, this partnership illustrates the proactive strategies that investment firms are employing to navigate the increasingly regulatory environment facing them today. As compliance becomes ever more complicated, the collaboration between TIFF and SS&C reinforces the necessity for expertise and innovative technology in ensuring that regulatory obligations are met efficiently and effectively. With a shared commitment to excellence, both organizations are poised to adapt to the ongoing changes in the financial landscape.

For more information about SSC's Form PF reporting services, visit SS&C’s official site.