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Perspectives

Read evergreen insights on various topics from STP colleagues

Perspectives

What Advisors Should Look for in an Outsourced Solution Provider

April 2022

Last week, Patrick Murray had the opportunity to be a guest on the podcast “Gaining Perspective,” hosted by the Bob Huebscher, founder and CEO of Advisor Perspectives. Each week Bob and his team bring us thoughtful and insightful conversations with leaders in the investment advisor profession and investment management industry. 

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Perspectives

What to Look for in an Outsourced Fund Administration Partner

February 2022

Outsourcing fund administration continues to be a growing trend among investment and wealth management firms—and for several good reasons. If you’re considering outsourcing fund administration for any or all of the reasons above, there are a few things to keep in mind.

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Perspectives

Deepening Support for Alternative Fund Administration

November 2021

As the market for alternative investing grows, STP wanted to solidify its position to bring services and technology to fund managers who need them. In an effort to expand our capabilities and deepen our offering in the alternative fund administration space, we acquired third-party fund administrator Tower Fund Service

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Perspectives

How to Start A Hedge Fund: The Ultimate Guide to Fund Administration

November 2021

We built this guide to help investment managers understand where to begin and what to keep in mind as they begin the process of creating their own private equity or hedge fund.

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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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