SSNC

Earnings Announcement: SS&C Technologies Holdings, Inc. will release its financial results for Q1 2025 on April 24, 2025, after market close, followed by an earnings conference call at 5:00 p.m. ET.

Accessing Information: The earnings release will be available on PR Newswire and SS&C's website, with options for email alerts and a live webcast of the conference call for investors.

Earnings Announcement: SS&C Technologies Holdings, Inc. will release its financial results for Q1 2025 on April 24, 2025, after market close, followed by an earnings conference call at 5:00 p.m. ET.

Accessing Information: The earnings release will be available on PR Newswire and SS&C's website, with options for email alerts and a live webcast of the conference call for investors.

Monthly Distributions Announced: Principal Real Estate Income Fund declared monthly distributions of $0.105 per common share, representing an annualized distribution rate of 10.89%, with specific payable dates from May to July 2025.

Investment Risks Highlighted: The Fund warns investors about potential risks including loss of investment and market fluctuations, emphasizing that it is designed for long-term investment rather than short-term trading.

New Board Appointment: SS&C Technologies has appointed Francesco Vanni d'Archirafi as an independent director on its board, bringing extensive experience in global financial services and corporate governance to the company.

Leadership Comments: Company executives expressed enthusiasm about Vanni d'Archirafi's appointment, highlighting his strategic expertise and commitment to enhancing SS&C's growth and international expansion.

New Board Appointment: SS&C Technologies has appointed Francesco Vanni d'Archirafi as an independent director, bringing extensive experience in financial services and corporate leadership to the board.

Francesco's Background: He holds various leadership roles in major companies and non-profits, including chairing Euroclear and serving on multiple boards, and expressed enthusiasm about contributing to SS&C's growth and success.

New Board Member Announcement: SS&C Technologies has appointed Francesco Vanni d'Archirafi as an independent board member, bringing extensive experience in financial services and global leadership to the company.

Francesco's Background and Vision: With a history of enhancing shareholder value at various firms, Francesco expressed his honor in joining SS&C and aims to contribute to the company's growth and success, leveraging its reputation for innovation and excellence.

New Board Appointment: SS&C Technologies has elected Francesco Vanni d'Archirafi as an independent director, bringing extensive experience in financial services and global business leadership to the board.

Strategic Goals and Expertise: His appointment is expected to enhance SS&C's strategic goals, particularly in international expansion, leveraging his background in M&A and securities services.

Forward Redemption Indicator: The SS&C GlobeOp Forward Redemption Indicator for March 2025 is at 2.42%, an increase from 2.33% in February, reflecting a decrease from 2.87% a year ago and remaining below the 10-year average of 2.95%.

Market Context: Bill Stone, CEO of SS&C Technologies, noted that despite rising inflation and policy uncertainty contributing to global market volatility, hedge fund managers are effectively managing these challenges, as indicated by the stabilization in redemption rates.

Partnership Announcement: ARS has partnered with SS&C Technologies to integrate its Lifetime Income Builder retirement products into SS&C's Retirement Income Clearing & Calculation (RICC) platform, enhancing access for recordkeepers and participants in the retirement income market.

Product Features and Benefits: The Lifetime Income Builder offers group fixed indexed annuities with guaranteed lifetime withdrawal benefits, aiming to help Americans prepare for retirement by providing easy-to-use, professionally managed portfolios that ensure a steady income.

Hedge Fund Performance: The SS&C GlobeOp Hedge Fund Performance Index reported a gross return of -1.02% for February 2025, while the year-to-date performance stands at 1.49% and the last 12 months at 8.13%.

Capital Movement Trends: The SS&C GlobeOp Capital Movement Index showed a positive net flow increase of 0.63% in March 2025, indicating consistent seasonal patterns despite ongoing market volatility.

Hedge Fund Performance: The SS&C GlobeOp Hedge Fund Performance Index reported a gross return of -1.02% for February 2025, while the year-to-date performance stands at 1.49% and the last 12 months at 8.13%.

Capital Movement Trends: The SS&C GlobeOp Capital Movement Index showed a positive net flow increase of 0.63% in March 2025, indicating consistent seasonal patterns despite ongoing market volatility.

Share Split Announcement: SS&C ALPS Advisors has announced a 3-for-1 share split for the ALPS Equal Sector Weight ETF (EQL), effective April 1, 2025, which will increase the number of shares while proportionately lowering their price without affecting total value.

Tax Implications and Trading Notes: Post-split, shareholders may hold fractional shares that cannot be traded on NYSE Arca; these will be redeemed for cash, potentially resulting in taxable events for some investors, while brokerage charges may apply.

Insider Trading Activity: Michael Jay Zamkow, a director at $SSNC, sold 23,000 shares of the company for approximately $2 million, representing about 49.8% of his holdings in that class of stock, leaving him with 23,200 shares. In the past six months, all insider trades have been sales, totaling nine transactions without any purchases.

Institutional Investor Movements: In the latest quarter, 297 institutional investors increased their positions in $SSNC stock while 338 reduced theirs, indicating mixed sentiment among institutional holders regarding the company's stock performance.

Restructuring of IFDS Services: State Street Corporation and SS&C Technologies announced plans to restructure their joint venture, International Financial Data Services (IFDS), in Ireland and Luxembourg, transitioning transfer agent services to their respective business units by the second half of 2025.

Commitment to Client Service: Both companies emphasized their commitment to maintaining high service standards for clients during the transition, ensuring minimal disruption while retaining current teams and expertise.

Restructuring of IFDS Services: State Street Corporation and SS&C Technologies announced plans to restructure their joint venture, International Financial Data Services (IFDS), in Ireland and Luxembourg, transitioning transfer agent services to their respective business units by the second half of 2025.

Commitment to Client Service: Both companies emphasized their commitment to maintaining high service standards for clients during the transition, ensuring minimal disruption while retaining current teams and expertise.

Transfer Agency Services Transition: State Street Corporation and SS&C Technologies announced the restructuring of their joint venture, International Financial Data Services (IFDS), in Ireland and Luxembourg, with transfer agency services being transferred to each organization’s operations by the second half of 2025.

Commitment to Clients and Employees: Both companies aim to minimize disruptions during the transition while maintaining high service levels for clients and retaining existing employees and expertise in transfer agency services.

Restructuring Announcement: State Street Corporation and SS&C Technologies plan to restructure their joint venture, International Financial Data Services (IFDS), in Luxembourg and Ireland, transferring transfer agency services to each company's respective operations by the second half of 2025.

Operational Continuity Commitment: Both companies aim to maintain service quality and minimize disruptions during the transition while ensuring employee retention and continuing collaboration on transfer agency services.

Restructuring of Transfer Agency Services: State Street and SS&C Technologies plan to restructure their joint venture, IFDS, in Ireland and Luxembourg, transitioning transfer agency services into their respective operations by the second half of 2025.

Commitment to Client Service: Both companies emphasize their commitment to maintaining excellent service for clients and retaining transfer agency employees during the transition process.

Restructuring Announcement: State Street Corporation and SS&C Technologies plan to restructure their joint venture, International Financial Data Services (IFDS), in Ireland and Luxembourg, transitioning transfer agency services into each company's operations by the second half of 2025.

Commitment to Clients: Both companies emphasize their commitment to maintaining excellent service for clients during the transition, ensuring minimal disruption while retaining current teams and expertise.

SS&C GlobeOp Forward Redemption Indicator: The February 2025 SS&C GlobeOp Forward Redemption Indicator rose to 2.33%, up from 2.01% in January, indicating stable redemptions amidst market uncertainties and a slowing global economy.

Market Insights: Bill Stone, CEO of SS&C Technologies, noted that current market conditions present opportunities for hedge funds to achieve superior returns, with the next publication of the indicator scheduled for March 21, 2025.