Institute

Perspectives

Read evergreen insights on various topics from STP colleagues

Perspectives

A Strong Reconciliation Model Needs These Pieces

November 2020

STP’s Disha Parikh discusses the key components of an airtight reconciliation process, and why investment firms often struggle with managing this critical operational function.

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Perspectives

Four Benefits of Investment Operations Automation

October 2020

STP’s Darrell Sooy outlines four key benefits of automating investment accounting and financial reporting functions for investment management firms.

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Perspectives

Four Tips for Successfully Managing to SOC 1 Audit Standards

October 2020

Meeting SOC 1 audit standards doesn’t have to be an exercise in futility. Here we offer up a few tips to be successful in managing to these stringent standards.

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Perspectives

Four Pitfalls of Poorly Crafted Requirement Specifications

September 2020

STP’s Jeff Barbone writes about four, all-too-easy requirement documentation pitfalls that often short-circuit and impair development projects.

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Perspectives

Leveraging External Audit

April 2017

STP’s Rob Martin examines the importance of viewing an audit as a way to make the case for additional business investment that cuts costs, enhances accuracy, improves operating efficiency, and adds value.

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