SS&C Hedge Fund Performance Index Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 19 hours ago
0mins
Source: Newsfilter
- Hedge Fund Performance: In May 2026, the SS&C GlobeOp Hedge Fund Performance Index reported a gross return of 1.77%, indicating resilience in hedge funds amidst market volatility and reflecting investor confidence in this asset class.
- Capital Movement Index: The SS&C GlobeOp Capital Movement Index saw a net inflow increase of 0.75% in June 2026, reaching 131.22 points, suggesting that despite global conflicts and inflation concerns, investors remain actively engaged in the hedge fund market.
- Long-term Performance: Over the past 12 months, the SS&C GlobeOp Hedge Fund Performance Index has cumulatively increased by 20.09%, demonstrating stability and attractiveness in long-term investments, thereby enhancing its status as an investment benchmark.
- Market Correlation: The correlation of the SS&C GlobeOp Hedge Fund Performance Index to popular equity market indices is approximately 25% to 30%, significantly lower than other widely followed hedge fund performance indices, indicating its unique value in diversified portfolios.
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Analyst Views on SSNC
Wall Street analysts forecast SSNC stock price to rise
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 68.250
Low
92.00
Averages
103.29
High
112.00
Current: 68.250
Low
92.00
Averages
103.29
High
112.00
About SSNC
SS&C Technologies Holdings, Inc. is a provider of services and software for the financial services and healthcare industries. Its portfolio of products and software-enabled services allows our financial services clients to automate and integrate front-office functions such as trading and modeling, middle-office functions such as portfolio management and reporting, and back-office functions such as accounting, performance measurement, reconciliation, reporting, processing and clearing, and compliance and tax reporting. The Company provides its solutions within the institutional asset and wealth management, alternative investment management, brokerage, retirement, financial advisory and financial institutions vertical markets. It provides solutions to the healthcare industry, including pharmacy, healthcare administration and health outcomes optimization solutions. Its healthcare solutions include claims adjudication, benefit management, care management and business intelligence services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SS&C Expands Partnership with M&G to Enhance Operational Management
- Longstanding Partnership: SS&C has extended its over 20-year partnership with M&G, with the latest agreement entrusting SS&C's Global Investor & Distribution Solutions team to manage the M&G Platform's operations, thereby enhancing service delivery and operational resilience to maintain M&G's competitive edge in the market.
- Employee Transition Plan: Approximately 200 M&G employees will transition to SS&C under the agreement, ensuring continuity of expertise in day-to-day operations while providing employees with career development opportunities within a global technology and services organization, thereby enhancing employee retention.
- Platform Scalability: SS&C will leverage its scalable private cloud infrastructure to support the ongoing expansion of the M&G Platform, meeting the needs of advisers and clients, and further solidifying M&G's leading position in the £70 billion PruFund market.
- Focus on Innovation: This collaboration will enable M&G to concentrate on innovation and enhancing adviser and customer experiences, driving growth for its market-leading investment solutions and positioning the Platform for long-term success.
See More
SS&C Hedge Fund Performance Index Analysis
- Hedge Fund Performance: In May 2026, the SS&C GlobeOp Hedge Fund Performance Index reported a gross return of 1.77%, indicating resilience in hedge funds amidst market volatility and reflecting investor confidence in this asset class.
- Capital Movement Index: The SS&C GlobeOp Capital Movement Index saw a net inflow increase of 0.75% in June 2026, reaching 131.22 points, suggesting that despite global conflicts and inflation concerns, investors remain actively engaged in the hedge fund market.
- Long-term Performance: Over the past 12 months, the SS&C GlobeOp Hedge Fund Performance Index has cumulatively increased by 20.09%, demonstrating stability and attractiveness in long-term investments, thereby enhancing its status as an investment benchmark.
- Market Correlation: The correlation of the SS&C GlobeOp Hedge Fund Performance Index to popular equity market indices is approximately 25% to 30%, significantly lower than other widely followed hedge fund performance indices, indicating its unique value in diversified portfolios.
See More
Alerian MLP ETF Adjusts Deferred Tax Liability Estimate
- Tax Liability Adjustment: The Alerian MLP ETF adjusted its deferred tax liability on May 29, 2026, reducing it by approximately $4.3 million (about $0.018 per share), which directly impacts the fund's net asset value (NAV) and may lead to decreased investor confidence.
- Information Dependency: The fund's deferred tax liability estimates heavily rely on delayed reporting from Master Limited Partnerships (MLPs), which could compromise the accuracy of financial statements and affect investor decision-making.
- Taxation Risks: If MLPs are treated as corporations rather than partnerships, it could reduce the cash available for distribution, thereby impacting the fund's ability to meet its investment objectives and increasing tax risks for investors.
- Management Strategy: The fund employs a passive management strategy that relies on index performance; however, the adviser will adjust deferred tax liability estimates as new information becomes available, demonstrating the fund's adaptability in a dynamic market environment.
See More
SS&C Expands Partnership with Royal London Asset Management for New Australian Funds
- Partnership Continuation: Royal London Asset Management has extended its partnership with SS&C, which will provide comprehensive fund administration and unit registry services for its new range of Australian active funds, likely enhancing SS&C's influence in the Asia-Pacific market.
- Asset Management Scale: The new funds have approximately AUD $1 billion in assets under management, while SS&C manages around £72 billion in its U.K. fund range, and this expansion is expected to boost SS&C's market share and client base.
- Team Expansion: To support growth in the APAC business, SS&C has appointed Chrys Wickremeratne as Regional Head of Fund Accounting, bringing 25 years of experience in Australian financial services, which will further enhance SS&C's service capabilities in the local market.
- Investor Relations Strengthening: Ed Venner, Chief Client Officer at Royal London Asset Management, noted that SS&C's expertise has streamlined the unit trust launch process, allowing their team to focus on building direct relationships with Australian investors and advisers, which is expected to enhance customer satisfaction and investor trust.
See More
SS&C Declares Quarterly Dividend and Stock Buyback Program
- Quarterly Dividend Declaration: SS&C has declared a quarterly dividend of $0.27 per share, consistent with previous distributions, reflecting the company's stable cash flow and commitment to shareholder returns with a forward yield of 1.61%.
- Shareholder Record Date: The dividend is payable on June 15, with a record date of June 1 and an ex-dividend date also set for June 1, ensuring shareholders receive their earnings promptly.
- Stock Buyback Program: The Board has authorized a stock repurchase program allowing for up to $1.5 billion in buybacks, aimed at enhancing shareholder value and market confidence by reducing the number of outstanding shares.
- Upgraded Earnings Outlook: SS&C forecasts adjusted EPS for 2026 to be between $6.74 and $7.06, while raising its revenue outlook to $6.664 billion to $6.824 billion, indicating strong confidence in future growth prospects.
See More
Alerian MLP ETF Declares Q2 2026 Distribution
- Dividend Announcement: The Alerian MLP ETF declared a second-quarter distribution of $1.03 per share on May 12, 2026, payable on May 18, 2026, indicating the fund's ongoing cash flow capability, which may attract more investor interest.
- Record Date: The record date for shareholders is set for May 13, 2026, ensuring that investors holding shares before this date will receive the distribution, which helps enhance shareholder stability and confidence in the fund.
- Distribution Payment Arrangement: The distribution will be managed by ALPS Portfolio Solutions Distributor, Inc., reflecting the company's expertise in managing and distributing fund earnings, thereby increasing investor trust in fund management.
- Investment Risk Advisory: The fund invests in Master Limited Partnerships (MLPs), which carry specific tax and market risks, prompting investors to carefully consider their investment objectives and risks, thereby fostering a more informed and rational investment approach.
See More
SS&C Expands Partnership with M&G to Enhance Operational Management
- Longstanding Partnership: SS&C has extended its over 20-year partnership with M&G, with the latest agreement entrusting SS&C's Global Investor & Distribution Solutions team to manage the M&G Platform's operations, thereby enhancing service delivery and operational resilience to maintain M&G's competitive edge in the market.
- Employee Transition Plan: Approximately 200 M&G employees will transition to SS&C under the agreement, ensuring continuity of expertise in day-to-day operations while providing employees with career development opportunities within a global technology and services organization, thereby enhancing employee retention.
- Platform Scalability: SS&C will leverage its scalable private cloud infrastructure to support the ongoing expansion of the M&G Platform, meeting the needs of advisers and clients, and further solidifying M&G's leading position in the £70 billion PruFund market.
- Focus on Innovation: This collaboration will enable M&G to concentrate on innovation and enhancing adviser and customer experiences, driving growth for its market-leading investment solutions and positioning the Platform for long-term success.
See More
SS&C Hedge Fund Performance Index Analysis
- Hedge Fund Performance: In May 2026, the SS&C GlobeOp Hedge Fund Performance Index reported a gross return of 1.77%, indicating resilience in hedge funds amidst market volatility and reflecting investor confidence in this asset class.
- Capital Movement Index: The SS&C GlobeOp Capital Movement Index saw a net inflow increase of 0.75% in June 2026, reaching 131.22 points, suggesting that despite global conflicts and inflation concerns, investors remain actively engaged in the hedge fund market.
- Long-term Performance: Over the past 12 months, the SS&C GlobeOp Hedge Fund Performance Index has cumulatively increased by 20.09%, demonstrating stability and attractiveness in long-term investments, thereby enhancing its status as an investment benchmark.
- Market Correlation: The correlation of the SS&C GlobeOp Hedge Fund Performance Index to popular equity market indices is approximately 25% to 30%, significantly lower than other widely followed hedge fund performance indices, indicating its unique value in diversified portfolios.
See More
Alerian MLP ETF Adjusts Deferred Tax Liability Estimate
- Tax Liability Adjustment: The Alerian MLP ETF adjusted its deferred tax liability on May 29, 2026, reducing it by approximately $4.3 million (about $0.018 per share), which directly impacts the fund's net asset value (NAV) and may lead to decreased investor confidence.
- Information Dependency: The fund's deferred tax liability estimates heavily rely on delayed reporting from Master Limited Partnerships (MLPs), which could compromise the accuracy of financial statements and affect investor decision-making.
- Taxation Risks: If MLPs are treated as corporations rather than partnerships, it could reduce the cash available for distribution, thereby impacting the fund's ability to meet its investment objectives and increasing tax risks for investors.
- Management Strategy: The fund employs a passive management strategy that relies on index performance; however, the adviser will adjust deferred tax liability estimates as new information becomes available, demonstrating the fund's adaptability in a dynamic market environment.
See More
SS&C Expands Partnership with Royal London Asset Management for New Australian Funds
- Partnership Continuation: Royal London Asset Management has extended its partnership with SS&C, which will provide comprehensive fund administration and unit registry services for its new range of Australian active funds, likely enhancing SS&C's influence in the Asia-Pacific market.
- Asset Management Scale: The new funds have approximately AUD $1 billion in assets under management, while SS&C manages around £72 billion in its U.K. fund range, and this expansion is expected to boost SS&C's market share and client base.
- Team Expansion: To support growth in the APAC business, SS&C has appointed Chrys Wickremeratne as Regional Head of Fund Accounting, bringing 25 years of experience in Australian financial services, which will further enhance SS&C's service capabilities in the local market.
- Investor Relations Strengthening: Ed Venner, Chief Client Officer at Royal London Asset Management, noted that SS&C's expertise has streamlined the unit trust launch process, allowing their team to focus on building direct relationships with Australian investors and advisers, which is expected to enhance customer satisfaction and investor trust.
See More
SS&C Declares Quarterly Dividend and Stock Buyback Program
- Quarterly Dividend Declaration: SS&C has declared a quarterly dividend of $0.27 per share, consistent with previous distributions, reflecting the company's stable cash flow and commitment to shareholder returns with a forward yield of 1.61%.
- Shareholder Record Date: The dividend is payable on June 15, with a record date of June 1 and an ex-dividend date also set for June 1, ensuring shareholders receive their earnings promptly.
- Stock Buyback Program: The Board has authorized a stock repurchase program allowing for up to $1.5 billion in buybacks, aimed at enhancing shareholder value and market confidence by reducing the number of outstanding shares.
- Upgraded Earnings Outlook: SS&C forecasts adjusted EPS for 2026 to be between $6.74 and $7.06, while raising its revenue outlook to $6.664 billion to $6.824 billion, indicating strong confidence in future growth prospects.
See More
Alerian MLP ETF Declares Q2 2026 Distribution
- Dividend Announcement: The Alerian MLP ETF declared a second-quarter distribution of $1.03 per share on May 12, 2026, payable on May 18, 2026, indicating the fund's ongoing cash flow capability, which may attract more investor interest.
- Record Date: The record date for shareholders is set for May 13, 2026, ensuring that investors holding shares before this date will receive the distribution, which helps enhance shareholder stability and confidence in the fund.
- Distribution Payment Arrangement: The distribution will be managed by ALPS Portfolio Solutions Distributor, Inc., reflecting the company's expertise in managing and distributing fund earnings, thereby increasing investor trust in fund management.
- Investment Risk Advisory: The fund invests in Master Limited Partnerships (MLPs), which carry specific tax and market risks, prompting investors to carefully consider their investment objectives and risks, thereby fostering a more informed and rational investment approach.
See More
