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SS&C ALPS Advisors
SS&C ALPS Advisors (AAI) was established in 2009 as the investment advisory arm of SS&C Technologies Holdings, the global financial services software...
SS&C ALPS Advisors
SS&C ALPS Advisors (AAI) was established in 2009 as the investment advisory arm of SS&C Technologies Holdings, the global financial services software firm. The group operates as a manager-of-managers, constructing and distributing pooled investment vehicles that give advisors access to external asset managers. It falls under SS&C's broader asset-management services division. AAI's investment strategy centers on fund of funds and managed accounts across public equities, fixed income, and alternatives. The firm curates third-party sub-advisors for its mutual funds, ETFs, and separately managed accounts, with a focus on RIA and institutional distribution. Holdings often span domestic and international markets, drawing on SS&C's operational infrastructure. The firm is headquartered in Denver with a team that includes investment professionals and distribution staff. SS&C Technologies' wider resources — including global operations across North America, Europe, and Asia — support AAI's platform. In recent years, the group has expanded its ETF lineup and advisory partnerships, though specific dollar figures for total assets or individual deal activity are not publicly disclosed. As part of a public company, AAI's structural differentiator is its integration with SS&C's back-office technology stack, enabling scale in administration, reporting, and compliance that smaller advisory platforms lack. This setup allows the group to offer fund-of-funds products with lower overhead relative to independent managers.
General information
Firm type
Fund of Funds Manager
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, CO, United States
Principals
Ned R. Sears
Senior Managing Director, Head of the Fund-of-Funds Group
Sector focus
Frequently asked questions
Who leads investment decisions at SS&C ALPS Advisors?
Ned R. Sears serves as Senior Managing Director and Head of the Fund-of-Funds Group at SS&C ALPS Advisors. The sub-advisory selection process is managed by the firm's investment team, which evaluates external managers for inclusion in their pooled vehicles (public record).
How does SS&C ALPS Advisors source its investment managers?
The firm uses a manager-of-managers model, meaning it selects and allocates to third-party asset managers rather than building direct portfolios. The selection process draws on SS&C's extensive institutional network and internal due diligence capabilities (public record).
What types of vehicles does SS&C ALPS Advisors offer?
The firm offers open-end mutual funds, exchange-traded funds (ETFs), separately managed accounts, and custom portfolio solutions. Each vehicle pools assets from RIAs and institutional investors and allocates them to sub-advisors (per the firm's official communications).
Does SS&C ALPS Advisors invest directly in companies or private markets?
The firm's mandate focuses on public market funds and managed accounts rather than direct private investments. Its parent, SS&C Technologies, engages in private equity and venture investments through separate divisions (public record).
Is SS&C ALPS Advisors independent or part of a larger entity?
SS&C ALPS Advisors is a wholly owned subsidiary of SS&C Technologies Holdings, a publicly traded financial services software firm. This gives the advisor access to a global technology and operations platform that supports its fund administration and distribution (public record).
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