Case Study: Global Asset Management Firm unlocks US$1.5M in recognized loss recoveries with SS&C Battea

Unlocking a US$1.5M Recognized Loss Opportunity for Global Asset Manager

Global Asset Management Firm, a global hedge fund managing about US$270 million across multiple long/short equity strategies, struggled to identify and pursue securities class action settlement recoveries that seemed too complex and resource-intensive to handle in-house. To address this challenge, the firm partnered with SS&C Technologies, using SS&C Battea’s end-to-end claims recovery solution to uncover overlooked settlement entitlements.

SS&C Technologies securely ingested and normalized the client’s trade data, matched it to settled cases, calculated recognized losses, and filed eligible claims through SS&C Battea. Within six months, the firm identified more than US$1.5 million in recognized loss opportunities across two settlement funds, with over US$1.5 million approved and no upfront cost or market exposure.