The investment advisory firm will outsource Form PF reporting to SS & C for all of TIFF ’ s 40 + private funds subject to compliance with the regulation . This expansion comes at a critical time , as the

SEC has introduced new and more stringent Form PF reporting requirements , increasing the complexity and urgency for private fund managers to ensure compliance . TIFF also leverages SS & C for tax services and manager research management .

“ Form PF regulations are changing quickly , and we wanted to partner with an expert provider to ensure we stay ahead of the curve ,” said Christian Szautner , TIFF ’ s Chief Compliance Officer . “ SS & C has been a leader in Form PF compliance for years , coupling end-to-end compliance management technology with expert support . We look forward to working with SS & C to meet our regulatory obligations to the highest possible standard .”

SS & C ’ s comprehensive solution for Form PF compliance includes :

• Up-to-date explanation of the data required

• Data mapping and aggregation

• Validated Regulatory Book of Records

• Production of reports for review

• Direct filing with the Securities and Exchange Commission ( SEC )

“ Form PF reporting is now more complicated than ever with the SEC ’ s new requirements . Private fund managers will have to collect and compile more data and dedicate more time , resources and brainpower to compliance ,” said Rob Stone , General Manager of Intelligent Automation and Analytics at SS & C Technologies . “ Outsourcing this work to an expert provider such as SS & C significantly reduces the regulatory compliance burden on an organisation . We look forward to supporting TIFF and other clients with this important work so they can get back to their primary business of finding alpha .” �

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