Institute

Perspectives

Read evergreen insights on various topics from STP colleagues

Perspectives

Supporting the Rise of ESG Investing

October 2021

ESG investing continues to surge in popularity. Find out how STP is actively working to support ESG focused firms, and implementing socially conscious initiatives of their own.

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Perspectives

9 Lessons for Growth-Minded Leaders

October 2021

STP’s CEO Patrick Murray shares the most valuable lessons he’s learned from his time spent building and leading a rapidly growing operational outsourcing business.

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Perspectives

A Comprehensive Guide to Outsourcing Operations for Your Wealth Management Practice

September 2021

A Comprehensive Guide to Outsourcing Operations for Your Wealth Management Practice

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Perspectives

Why We Believe Outsourcing is a Compelling Alternative for Growing Wealth Management Firms

August 2021

STP is offering a new solution for firms faced with the burden of staffing teams to manage their DIY tech, or losing transparency and control by completely handing over the keys to their front, middle and back-office.

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Perspectives

End of an Era – Adios OASYS

June 2021

STP’s Kaisha Lourens, AVP of Trade Settlements & T3, writes about the looming decommissioning of OASYS by DTCC to support a complete transition to CTM.

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Perspectives

Six Key Roles of a Tester In An Agile World

January 2021

STP’s Neetu Verma, Head of QA, writes about the importance of testing in Agile development, a key component of STP’s global software development team.

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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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