| Year: 2013 |
| DST Systems |
| May 14, 2013. DST Systems, Inc. Declares Cash Dividend |
| April 9, 2013. DST Systems, Inc. Announces Notification of Earnings Release Date |
| January 11, 2013. DST Systems, Inc. announces notification of earnings release date |
| Asset Management |
| May 9, 2013. ALPS Launches Industry's First MLP-Focused Offering for the Annuity Market |
| May 3, 2013. Boston Financial E-Business Leader Receives Rising Star of Mutual Funds Award |
| May 2, 2013. DST Announces Robert L. Gould Scholastic Award Winners for 2012/2013 |
| March 18, 2013. Boston Financial Manager Awarded for Outstanding Community Service |
| March 8, 2013. New app from DST Market Services puts mutual fund marketplace on a smartphone |
| March 6, 2013. DST Bluedoor simplifies SuperStream messaging |
| February 28, 2013. ALPS tops list of fastest growing fund managers |
| February 28, 2013. ALPS launches US equity high volatility put write index fund |
| February 4, 2013. DST reaches milestone in alternative space. |
February 4, 2013. ALPS Red Rocks listed private equity fund surpasses
$200 million in assets |
| January 16, 2013. ALPS and Goldman Sachs Celebrate the ALPS Goldman Sachs Index ETF Series at the New York Stock Exchange |
| International Investment Management Solutions |
| March 25, 2013. Anova helps enable super funds to meet APRA reporting requirements |
| March 21, 2013. DST Expands to Support Anova Demand for Investment Data Management |
| March 11, 2013. Anova incorporates intelligent alerting
for real time decision making and regulatory compliance |
| February 19, 2013. Anova expertise ramped up to service demand in investment data management in DST Asia Pacific |
| February 11, 2013. New hires at DST to drive business development for Anova |
| February 6, 2013. Anova for Wealth Management named as "Best-in-Class" in Technology Report |
| International Shareholder Recordkeeping |
| May 2, 2013. IFDS Achieves New International Standard for Business Continuity Management |
| March 19, 2013. IFDS unveils business restructure including Simon Hudson-Lund as Executive Chairman |
| March 11, 2013. IFDS announces re-registration milestone |
| March 11, 2013. SVM transitions transfer agency services to IFDS |
| January 2013. WAY Fund Managers plans significant expansion of ACD hosting business |
| Healthcare Solutions |
| April 4, 2013. DST Health Solutions Announces New Careanalyzer® Clients |
| March 27, 2013. DST Health Solutions Stages Successful, Rapid BPO Implementation |
| March 18, 2013. DST Health Solutions Announces "Health Insurance Marketplaces—What You Need to Know, NOW!" Webinar Series |
| February 28, 2013. New offering from DST Health Solutions addresses challenges of health insurance marketplace |
| February 7, 2013. DST Health Solutions’ CareAnalyzer Achieves NCQA HEDIS Certification for 12th Consecutive Year |
| February 4, 2013.Collaboration Key to Successful CareConnect® Implementation for Gateway Health Plan |
| Output Solutions |
| May 6, 2013. New Roth Conversion Analyzer from Newkirk Addresses Tax Changes |
| April 9, 2013. DST Webinar to Discuss the Business Value of Customer Experience Programs |
| March 20, 2013. Charles Schwab Signs Contract With DST Output |
| March 12, 2013. New Statementpacks® capability cuts postage costs for large mailers |
| Year: 2012 |
| DST Systems |
| October 11, 2012. DST Systems, Inc. announces notification of earnings release date |
| October 4, 2012. DST Systems, Inc. declares cash dividend |
| September 12, 2012. DST Systems Chief Executive Officer Thomas McDonnell To Retire;
Board of Directors Appoints Stephen Hooley Chief Executive Officer |
| August 1, 2012. DST Systems appoints President and COO Stephen C. Hooley to
Board of Directors |
| July 12, 2012. DST Systems, Inc. announces notification of earnings release date |
| April 16, 2012. DST SYSTEMS, INC. ANNOUNCES NOTIFICATION OF EARNINGS RELEASE DATE |
| February 29, 2012. DST SYSTEMS, INC. TO PRESENT AT ROBERT W. BAIRD BUSINESS SOLUTIONS CONFERENCE |
| February 24, 2012. DST SYSTEMS, INC. DECLARES CASH DIVIDEND |
| February 7, 2012. DST SYSTEMS NOMINATES LOWELL L. BRYAN AND SAMUEL G. LISS FOR ELECTION TO BOARD OF DIRECTORS |
| January 19, 2012. DST SYSTEMS, INC. ANNOUNCES NOTIFICATION OF EARNINGS RELEASE DATE |
| March 28, 2012. Boston Financial Hires Jim Mock as Vice President of Sales |
| Asset Management |
| December 31, 2012. ALPS launches Alerian MLP infrastructure index fund |
| December 20, 2012. ALPS announces the launch of new ETFS by teaming up with Goldman Sachs |
| December 17, 2012. Cindi Boudreau Joins Boston Financial |
| September 13, 2012. ALPS, Goldman to team up on exchange-traded products |
| September 13, 2012. ALPS top rated in global custodian hedge fund administration survey for third straight year |
| February 9, 2012. BOSTON FINANCIAL INTRODUCES FINANCIAL INTERMEDIARY ADMINISTRATION SOLUTION |
| Brokerage Solutions |
| September 27, 2012. DST’s Vision® Professional reaches milestone |
| August 15, 2012. Article: DST Brokerage unit preps FundTrader rollout |
| March 27, 2012. DST BROKERAGE SOLUTIONS’ VISION® PROFESSIONAL REACHES MILESTONE |
| March 22, 2012. DST BROKERAGE SOLUTIONS ANNOUNCES THE FORMATION OF DST MARKET SERVICES, LLC |
| March 20, 2012. DST BROKERAGE SOLUTIONS RAMPS UP SALES EFFORTS WITH ADDITION OF INDUSTRY VETERANS |
| Distribution Support Services |
| September 12, 2012. DST Vision® Welcomes BlackRock® To Lineup |
| June 26, 2012. New aggregation site from DST combines account management, marketing, news, and social technology |
| April 4, 2012. DST Vision Delivers Enhanced Transaction History Capabilities Advisors now have a client-based view of historical activity |
| February 9, 2012. DST Vision Offers Online and Mobile Access to Shareholders |
| International Investment Management Solutions |
| November 26, 2012. HiPortfolio wins Asset Servicing Award
for third year in a row |
| November 5, 2012. HiPortfolio shortlisted for two financial services industry awards |
| June 26, 2012. DST Global Solutions tackles industry corporate actions operational challenges with XSP alliance |
| June 12, 2012. DST Global Solutions prepares its China fund management clients for RQFII scheme |
| International Shareholder Recordkeeping |
| December 10, 2012. IFDS / State Street awarded "European Transfer
Agent of the Year" for third year running |
| November 27, 2012. IFDS Named a Business Intelligence Leader in the
2012 Ventana Research Leadership Awards |
| November 5, 2012. IFDS wins prestigious administration award for 6th
year running |
| May 25, 2012. IFDS wins “Client Relationship Manager of the Year” at Custody Risk Americas Awards |
| May 9, 2012. GLG transitions transfer agency services to IFDS |
| April 12, 2012. IFDS Canada Achieves ISO 27001 Certification |
| April 4, 2012. Liontrust switches transfer agency service provider to IFDS |
| February 28, 2012. IFDS aligns European management structure to enhance global offering for new and existing clients |
| February 14, 2012. IFDS Managers to administer new Henderson Rowe fund |
| February 13, 2012. IFDS Managers supports the launch of Vinculum |
| Healthcare Solutions |
| November 28, 2012. Argus Announces Next Generation Pharmacy Claims Processing Solution |
| November 26, 2012. Newkirk's healthcare communications division
expands id card capability |
| September 27, 2012. Gateway Health Plan Attributes 15 Years of Growth and Superior Service to
Collaboration with DST Health Solutions |
| August 23, 2012. DST Health Solutions Joins the Johns Hopkins Center for Population Health IT as Founding Member of Industry Partners Program |
| May 30, 2012. DST Health Solutions Support ICD-10 Compliance In Advance Of Deadline |
| April 10, 2012. DST Health Solutions Introduces Tool to Help Reduce Cost and Effort for Migration Testing, Including HIPAA 5010 |
| March 22, 2012. Chinese Community Health Plan Implements DST Health Solutions’ Integrated Care Management Solution to Improve Member Quality of Care |
| March 21, 2012. Argus Expands CVS/pharmacy Relationship into Preferred Network |
| March 13, 2012. Dovetail Health Selects Program Members Using DST Health Solutions' CareAnalyzer with Johns Hopkins ACGs to Achieve Significant Reductions in Readmission Rates |
| March 9, 2012. Dovetail Health Prevents Re-Admissions in High-Risk Patients Using CareAnalyzer from DST Health Solutions |
| February 13, 2012. DST Health Solutions® Announces Release of Newest Version of The Johns Hopkins ACG® System for Healthcare Payers and Providers |
| Output Solutions |
| November 5, 2012. KCP&L signs with DST Output for print and electronic
customer billing communications |
| September 27, 2012. Hampden Bank to Premiere New Statements by DST Output |
| June 1, 2012. WESTERN NATIONAL INSURANCE SEES HIGH PAPER SUPRESSION RATE THROUGH DIGITAL POSTAL MAIL ADOPTION |
| April 10, 2012. DST Output and Open Solutions Form Strategic Alliance |
| February 28, 2012. DST Output Shines with New Solar Installation |
| February 13, 2012. WESTERN NATIONAL INSURANCE NAMED FIRST INSURANCE COMPANY TO ADOPT DIGITAL POSTAL MAIL POWERED BY ZUMBOX |
| Retirement Solutions |
| September 12, 2012. DST introduces IRA functionality to retirement income solution |
| February 15, 2012. NEW ADMINISTRATIVE SOLUTION FROM DST MAKES RETIREMENT PLAN INCOME OPTIONS MORE WIDELY AVAILABLE |
| April 5, 2012. DST RETIREMENT SOLUTIONS and LIMRA FORM STRATEGIC ALLIANCE |
| US Mutual Fund Shareholder Recordkeeping |
| September 28, 2012. ALPS demonstrates continued leadership and growth |
| September 27, 2012. First Trust Retirement™ to participate at Real Estate Investment Securities Association (Reisa) Conference |
| Year: 2011 |
| DST Systems |
| December 7, 2011. MIKE FITT RETIRES FROM BOARD OF DIRECTORS OF DST SYSTEMS |
| November 2, 2011. DST SYSTEMS BOARD OF DIRECTORS UNANIMOUSLY REAFFIRMS COMMITMENT TO BUSINESS PLAN AND STRATEGY |
| September 20, 2011. DST SYSTEMS, INC. DECLARES CASH DIVIDEND |
| August 5, 2011. DST SYSTEMS BOARD OF DIRECTORS RETAINS INDEPENDENT ADVISORS |
| July 6, 2011. DST SYSTEMS, INC. ANNOUNCES NOTIFICATION OF EARNINGS RELEASE DATE |
| July 5, 2011. DST SYSTEMS, INC. ACQUIRES ASSETS OF INTELLISOURCE HEALTHCARE SOLUTIONS |
| June 20, 2011. DST SYSTEMS, INC. ACQUIRES SUBSERVEO, INC. |
| June 15, 2011. DST SYSTEMS, INC. RESPONDS TO NEWS REPORT |
| May 2, 2011. DST SYSTEMS, INC. ACQUIRES NEWKIRK PRODUCTS, INC. |
| April 28, 2011. DST SYSTEMS TO ACQUIRE ASSETS OF FINIX BUSINESS STRATEGIES AND FINIX CONVERGE |
| February 24, 2011. DST SYSTEMS, INC. DECLARES CASH DIVIDEND |
| January 13, 2011. DST SYSTEMS, INC. ANNOUNCES NOTIFICATION OF EARNINGS RELEASE DATE |
| Asset Management |
| July 19, 2011. DST SYSTEMS, INC. ANNOUNCES AGREEMENT TO ACQUIRE ALPS HOLDINGS, INC. |
| Healthcare Solutions |
| November 30, 2011. DST Health Solutions To Discuss Integrating and Sharing Of Real-Time Patient Data At American Health Care Congress, December 5 |
| November 29, 2011. DST Health Solutions Brings On New Director For Care Management Division |
| November 8, 2011. DST Health Solutions Announces Alliance with 3M to Provide ICD-10 Code Translation Technology to Health Plans |
| October 26, 2011. DST Health Solutions Launches Updated Version of the Johns Hopkins ACG System for Health Insurance Exchanges |
| October 25, 2011. DST Health Solutions' Integrated Care Management Suite Improves Care Quality, Population Management Of 31,000+ Member Health Plan |
| September 13, 2011. DST Health Solutions Introduces 360-Degree Member Strategy with New Integrated Care Management Suite |
| August 10, 2011. Argus Expands Services with DSTHS CareAnalyzer |
| June 14, 2011. DST Health Solutions Unveils New Strategy for Health Plan Administration at AHIP Institute, June 15 - 17 |
| June 1, 2011. DST Health Solutions' iPad® App Helps Improve Efficiency of Claims Administration with Real-time Alerts |
| February 17, 2011. Argus Launches Targeted Intervention Strategies |
| January 11, 2011. DST HealthCare Launches Medical Drug Management Service |
| Distribution Support Services |
| September 15, 2011. 'SIGN-OFF' AN INDUSTRY FIRST IN NEW ELECTRONIC BLOTTER |
| June 20, 2011. DST Vision Goes Mobile |
| June 14, 2011. DST Develops Sales Analytics Solution |
| January 31, 2011. DST Systems and Envestnet to Deliver Comprehensive Reporting Solution |
| Retirement Solutions |
| August 15, 2011. NEWKIRK ANNOUNCES PARTICIPANT FEE DISCLOSURE SOLUTION FOR 403(B) PLANS |
| November 7, 2011. DST Retirement Solutions in Strategic Alliance with Wealth Management Systems, Inc. |
| June 9, 2011. DST Retirement Solutions Hires Exec to Roll Out New Retirement Income Clearing Solution |
| March 11, 2011. Plan Sponsor Compliance Testing Simplified |
| February 15, 2011. Consultant Survey: Alternative Strategies for Large Retirement Providers |
| February 9, 2011. John Farmakis Joins DST Retirement Solutions |
| International Investment Management Solutions |
| December 8, 2011. State Street implements DST Global Solutions' BPM platform in Australia |
| November 22, 2011. DST Global Solutions releases latest version of HiPortfolio |
| November 28, 2011. DST Global Solutions wins the ICFA European Asset Servicing Technology Vendor of the Year Award for second year in a row |
| December 6, 2011. FNB Custody and Trustee Services goes live with DST Global Solutions' HiPortfolio asset servicing solution |
| November 16, 2011. DST Global Solutions strengthens senior management team |
| November 14, 2011. HiPortfolio wins "Best Post Trade Processing Product or Service" in the Banking Technology Awards 2011 |
| October 20, 2011. Regional manager appointed for DST Global Solutions' business process management (BPM) application |
| August 29, 2011. South East Water UK Goes Live with HiAffinity |
| June 28, 2011. Solvency II – Are you ready for the operational challenge? |
| June 14, 2011. DST Global Solutions' middle office analytics platform Anova now available as a hosted service |
| May 18, 2011. DST Global Solutions selects Northfield to strengthen its Anova platform with enhanced control over fixed income portfolios |
| April 18, 2011. DST Global Solutions wins FTF News Technology Innovation Award 2011 for its Anova Middle Office Analytics Suite |
| April 4, 2011. DST Global Solutions extends investment capabilities for its flagship wealth management solution, Bluedoor |
| March, 4 2011. DST Global Solutions launches new solution for Pension Switching Redress Calculations |
| February 16, 2011. CITIC Prudential Fund Management Company goes live with HiPortfolio |
| January 13 , 2011. DST Global Solutions appoints two new Heads of Sales for Asia to support business growth |
| January 10 , 2011. CPIC-ING goes live on HiPortfolio to support efficiency savings in its asset servicing operations |
| Business Process Management |
| June 13, 2011. AWD Connects Email Capture and BPM |
| May 5, 2011. ADVANCE Conference Focuses on Evolving Technology |
| April 25, 2011. Corticon and DST: Bringing Business Rules to AWD |
| Output Solutions |
| December 7, 2011. NEWKIRK HELPS PREPARE SPONSORS AND PARTICIPANTS FOR FEE DISCLOSURE |
| August 8, 2011. IOS ACQUIRES LATERAL GROUP TO BROADEN PRODUCT OFFERING |
| October 25, 2011. DST Output Introduces Cross Media IntelligenceSM suite at Auto Finance Summit |
| September 14, 2011. DST Output Ranks 167 on 2011 InformationWeek 500 List of Top Technology Innovators Across America |
| May 31, 2011. DST Mailing Services Extends Presort Services to Sacramento Area Businesses |
| May 2, 2011. DST Output Delivers Proven Returned Mail Processing |
| Insurance Solutions |
| December 5, 2011. NEW PAYOUT SOLUTION AVAILABLE FROM DST INSURANCE SOLUTIONS |
| Overview: Solutions for the Insurance Industry |
| DST InPayce™ Payout Processing Solution |
| May 23, 2011. DST Systems Launches EFS for Insurance Industry |
| May 12, 2011. DST Systems, Inc. Expands Solution Delivery to Insurance Vertical |
| US Mutual Fund Shareholder Recordkeeping |
| June 8, 2011. Sentinel Outsources Fund Servicing to Boston Financial |
| International Shareholder Recordkeeping |
| August 24, 2011. IFDS Chosen by AlphaNorth to Provide Fund Administration Services |
| December 19, 2011. IFDS retains highest accreditation by Investors in Customers |
| December 20, 2011. IFDS / State Street receives double recognition as "European Transfer Agent of the Year" |
| November 7, 2011. IFDS Chosen by Harvest Portfolios Group Inc. to Provide Fund Administration and Transfer Agency Services |
| November 9, 2011. IFDS wins prestigious administration award for 5th year running |
| October 24, 2011. IFDS appoints Ian Betley in new development role |
| June 27, 2011. IFDS Managers Supports the Conversion of HEXAM Capital Unit Trust Fund Range. |
| June 20, 2011. IFDS wins "Most Innovative Project of the Year" at ICFA Americas Service Provider Awards |
| May 23, 2011. IFDS Managers supports the launch of Caerus Portfolio Management fund range |
| IT Sourcing |
| September 14, 2011. DST Worldwide Services India rated at Maturity Level 3 of People CMM® |
