Thornburg Investment Management deploys SS&C Technologies
14 October 2026 US
Image: itsaraporn/stock.adobe.com
SS&C Technologies has been selected by Thornburg Investment Management to support its exchange traded fund (ETF) share class structure.
Earlier this year, Thornburg became one of the first firms to receive exemptive relief to launch actively managed ETF share classes for two of its mutual funds: Thornburg American Opportunities Fund and Thornburg Focus Growth Fund.
SS&C will provide the firm with services such as operational oversight, calculation, reconciliation, shareholder coordination, and conversion processing.
It will also provide an extensive suite of services for Thornburg, including AI-supported distribution solutions, investor services, ETF distribution, and mutual fund transfer agency.
Comprehensive workflow support includes exception resolution and integration with key market infrastructures, ensuring accurate processing and consistent execution across ETF conversion activity.
Richard Kuhn, head of product at Thornburg, says: “We are pleased to collaborate with SS&C to support the continued growth of our ETF share class solutions. Having the transfer agency functions for the ETF share classes on the same platform as our mutual funds will help us streamline operations, enhance efficiency, and support growing investor demand.”
Rob Trower, head of SS&C Global Investor & Distribution solutions, US, adds: “We are proud to partner with Thornburg to deliver a flexible and scalable solution for managing ETF share classes and we are excited to be part of the next stage of the industry’s evolution.
“As industry leaders bring these innovative offerings to market, SS&C is committed to delivering scalable, flexible solutions.”
Earlier this year, Thornburg became one of the first firms to receive exemptive relief to launch actively managed ETF share classes for two of its mutual funds: Thornburg American Opportunities Fund and Thornburg Focus Growth Fund.
SS&C will provide the firm with services such as operational oversight, calculation, reconciliation, shareholder coordination, and conversion processing.
It will also provide an extensive suite of services for Thornburg, including AI-supported distribution solutions, investor services, ETF distribution, and mutual fund transfer agency.
Comprehensive workflow support includes exception resolution and integration with key market infrastructures, ensuring accurate processing and consistent execution across ETF conversion activity.
Richard Kuhn, head of product at Thornburg, says: “We are pleased to collaborate with SS&C to support the continued growth of our ETF share class solutions. Having the transfer agency functions for the ETF share classes on the same platform as our mutual funds will help us streamline operations, enhance efficiency, and support growing investor demand.”
Rob Trower, head of SS&C Global Investor & Distribution solutions, US, adds: “We are proud to partner with Thornburg to deliver a flexible and scalable solution for managing ETF share classes and we are excited to be part of the next stage of the industry’s evolution.
“As industry leaders bring these innovative offerings to market, SS&C is committed to delivering scalable, flexible solutions.”
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