Read evergreen insights on various topics from STP colleagues
The Rise of Co-Sourcing and Lift-Outs for Established Fund Managers
In the past few decades, new fund managers have often started their operations with the support of fund administrators to streamline operations and reduce costs, alongside the rise of co-sourcing and lift-outs for established fund managers. While this trend is expected to continue in 2025 and beyond, what about the established fund managers who were operating before the rise of this model? How are they adapting to the increasing demand for operational efficiency, reduced risks, and investor satisfaction?
STP Strengthens Leadership Team
STP Investment Services Strengthens Leadership Team with Key Strategic Moves Across Operations, Fund Administration, Compliance, and Investment Performance
WEST CHESTER, PA, November 19, 2024 — STP Investment Services (STP), a leading global provider of technology-enabled, end-to-end investment servicing solutions, announces the addition of several senior leaders across operations, fund administration, compliance, and investment performance. These new hires bring extensive expertise to the STP team and will support the company’s growth and commitment to delivering innovative, efficient solutions to the investment management industry.
Five Key Benefits of Outsourcing Shadow Accounting
Shadow accounting is a practice utilized by investment managers to maintain a parallel set of fund financial records to check the accuracy of their primary portfolio and fund’s official Net Asset Value (NAV) calculation. Below we will delve into the top five reasons your firm should consider an outsourced shadow NAV solution today.
Integrating The Digital Subscription Process in Private Funds
In the fast-paced evolving landscape of private funds, the need for a digital subscription process has become required. As investment managers and their service providers strive to enhance operational efficiency, reduce costs, and improve the investor experience, STP Investment Services is helping to meet these needs, offering an innovative solution to streamline the subscription process on our new cloud-native platform.
The Evolution of Portfolio Accounting: Emphasis on Reporting and Customization
In the dynamic landscape of financial management, portfolio accounting has witnessed transformative changes driven by technological advancements and evolving investor demands. Two prominent trends reshaping this field are the emphasis on reporting and the push for customization and personalization. These trends reflect a broader shift towards enhanced transparency, agility, and tailored investment solutions. As we navigate through 2024, understanding how these trends are influencing portfolio accounting is crucial for investors and financial professionals seeking to optimize their strategies and meet client expectations.
Key Takeaways from the SEC 2025 Examination Priorities for Investment Advisers
Throughout the course of the calendar year, the SEC uses several forms of communication to keep investment advisers updated on the compliance issues that concern them. These forms of communication include risk alerts, official notices and bulletins, announcements of enforcement actions, and public statements and speeches. The SEC’s most highly anticipated communication, however, is the release of its examination priorities for the coming year. The SEC derives these examination priorities, in part, from the practices, products, and services that were found to present heightened risk to investors during previous examinations of firms under its jurisdiction. The SEC’s annual examination priorities announcement is a culmination of its most pressing concerns at the time of release. Below lists out key takeaways from the SEC 2025 examination priorities for Investment Advisers.
STP Investment Services Unveils New Compliance Services Practice
STP Investment Services (STP), a leading global provider of technology-enabled end-to-end investment servicing solutions, today announced the launch of its new compliance services practice, STP ComplianceAdvisor. The new offering addresses an increasing demand from STP clients seeking compliance solutions to navigate increasingly complex regulatory challenges. This new vertical for STP follows STP’s recent launch of BluePrint, a cloud-native solution that unites data from disparate sources into a single streamlined user interface.
Cybersecurity Awareness: Challenges and Future of Data Governance
STP’s Jim Lewis, Head of Technology, was featured as a guest spotlight in Nasdaq’s TradeTalks Newsletter answering questions about challenges for companies around data governance and where he thinks data governance will evolve in the next decade.
Read his informative thoughts below.
Why Trust is the Cornerstone of Our Partnerships
Trust serves as the foundation of every successful partnership and decision. When you choose our services, you’re not just selecting a provider based on pricing or offerings; you’re investing in a relationship built on trust.
In our everyday lives, we trust educators with our children’s futures, medical professionals with our health, and loved ones with our well-being. This essential element of trust is what keeps our world functioning smoothly.
Q3 CEO Outlook: Navigating the Home Stretch of 2024
In the quiet months of summer, we surveyed our client base to understand their priorities and challenges for the second half of 2024. Regular check-ins like this help us stay focused on the needs of our clients. The feedback was clear: growing assets and increasing operational efficiency are top of mind. But as we move into the home stretch of 2024, it’s also clear that addressing industry-wide challenges, such as cybersecurity threats and regulatory complexity, will be critical to maintaining growth.
STP Unveils Game-Changing BluePrint Platform, Transforming Investment Operations and Fund Administration
WEST CHESTER, PA, October 1, 2024 — STP Investment Services (STP), a leading global provider of technology-enabled, end-to-end investment servicing solutions, today unveiled its cloud-native platform BluePrint. Designed to disrupt traditional investment operations, BluePrint empowers managers by unifying fragmented data into one streamlined, user-friendly interface that allows firms to customize any data set.
Launching a Hedge Fund – Part 2: The Art of Partner Selection
When launching a hedge fund, assembling a team of key partners is critical to ensure the smooth operation and success of the fund. Each partner plays a unique role and contributes to different aspects of the fund’s establishment and ongoing management. Here’s an in-depth look at the key partners you’ll need.
