Case Study: Multi-Strategy Investment Firm achieves scalable front-to-back operations with SS&C Technologies

Scalable front-to-back solutions to help support growth

Multi-Strategy Investment Firm, a $7.6 billion global, event-driven multi-strategy investment manager, needed a provider with deep expertise in complex structures and product types to support growth across private equity, hedge fund, and real estate fund strategies. The firm was looking for best-in-breed reporting with a golden source of data, broad asset coverage including bank debt, credit, and CDs, and configurable software to streamline investment workflows front to back.

The firm turned to SS&C Technologies for fund administration, middle office, portfolio management and accounting, investor servicing, regulatory and compliance, data analytics, and order and execution management. With SS&C’s single-vendor platform, the customer gained a gold-standard portfolio management system with comprehensive shadow accounting, improved agility and scalability, and greater investor confidence, though no specific quantitative performance gains were disclosed.