Key Takeaways
- • SS&C Technologies Holdings completed a collaborative migration project with Systematica Investments to establish complete operational independence, consolidating middle office and back office services within a six-month timeframe initiated in early 2020.
- • Systematica Investments, founded in January 2015 by Leda Braga, manages approximately $8.5 billion across futures and equity-based strategies and now operates on an independent platform leveraging SS&C's comprehensive technology infrastructure.
- • The migration delivered significant operational efficiencies for Systematica, enabling the firm to expand product coverage while maintaining focus on systematic, technology-driven investment solutions.
- • Bill Stone, SS&C chairman and CEO, characterized the Systematica project as "a significant fund conversion," underscoring SS&C's capability in serving alternative investment managers requiring platform independence and fund administration expertise.
Summary
SS&C Technologies Holdings has successfully completed a major operational migration project with Systematica Investments, delivering complete platform independence for the $8.5 billion asset manager. The initiative, initiated at the beginning of 2020, consolidated both middle and back office services within a compressed six-month delivery window—a notable achievement for a fund of Systematica's scale and operational complexity.
Systematica Investments, established in January 2015 by founder Leda Braga, applies quantitative science and technology methodologies to investment management across futures and equity-based strategies. The firm's decision to partner with SS&C reflected a strategic pivot toward operational autonomy while maintaining access to institutional-grade fund administration and platform services. Matt Kilsby, Systematica's chief operating officer, credited SS&C's domain expertise in fund conversions and the commitment of Systematica's internal team as critical success factors, emphasizing that "SS&C's comprehensive solution allows our focus to be on delivering systematic and technology-driven investment solutions to the market."
The completed migration has positioned Systematica to achieve measurable operational efficiencies while leveraging SS&C's platform capabilities to expand product offerings across its strategy suite. For SS&C, the engagement represents a significant fund conversion assignment within the alternative investment management sector, where the company maintains a leading market position as an independent fund administrator. Bill Stone, SS&C's chairman and CEO, noted that the project demonstrates SS&C's ability to consolidate complex middle and back office functions for sophisticated investment managers seeking operational independence without sacrificing institutional infrastructure quality.
Systematica Investments, established in January 2015 by founder Leda Braga, applies quantitative science and technology methodologies to investment management across futures and equity-based strategies. The firm's decision to partner with SS&C reflected a strategic pivot toward operational autonomy while maintaining access to institutional-grade fund administration and platform services. Matt Kilsby, Systematica's chief operating officer, credited SS&C's domain expertise in fund conversions and the commitment of Systematica's internal team as critical success factors, emphasizing that "SS&C's comprehensive solution allows our focus to be on delivering systematic and technology-driven investment solutions to the market."
The completed migration has positioned Systematica to achieve measurable operational efficiencies while leveraging SS&C's platform capabilities to expand product offerings across its strategy suite. For SS&C, the engagement represents a significant fund conversion assignment within the alternative investment management sector, where the company maintains a leading market position as an independent fund administrator. Bill Stone, SS&C's chairman and CEO, noted that the project demonstrates SS&C's ability to consolidate complex middle and back office functions for sophisticated investment managers seeking operational independence without sacrificing institutional infrastructure quality.
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