Dimensional Fund Advisors Extends Transfer Agency Agreement with SS&C Technologies Holdings, Inc.

Dimensional Fund Advisors, a global leader in systematic investing, has extended its transfer agency agreement with SS&C Technologies Holdings, Inc. for its U.K. fund range. SS&C will provide transfer agency services for Dimensional’s open-ended investment company funds, managing 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 deliver an enhanced experience for investment professionals globally.

Dimensional has leveraged SS&C’s 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 services over 1,000 clients worldwide. Their suite of services includes data-driven operational insights, end-to-end interaction recording, digitized service delivery, and global data management.

“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.”

About Dimensional Fund Advisors

Dimensional is a leading global investment firm translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, they help investors pursue higher expected returns through a systematic investment process. As of December 31, 2024, Dimensional manages $777 billion for investors worldwide.

About SS&C Technologies

SS&C is a global provider of services and software for the financial services and healthcare industries. More than 22,000 organizations rely on SS&C for expertise, scale, and technology. Additional information about SS&C is available at www.ssctech.com.

In conclusion, the extension of the transfer agency agreement between Dimensional Fund Advisors and SS&C Technologies Holdings, Inc. highlights the ongoing collaboration between the two firms. With a focus on delivering top-quality service and leveraging cutting-edge technology, this partnership aims to enhance the experience for investment professionals worldwide. For more information, visit dimensional.com and follow SS&C on Twitter, LinkedIn, and Facebook.