Institute

Perspectives

Read evergreen insights on various topics from STP colleagues

Perspectives

The Evolution of Outsourcing: What’s Driving Trends in the Middle-Office

April 2024

Today’s institutional investment management firms are up against more challenges than ever before. Regulators continue to up the regulatory ante, operating costs are under increased scrutiny and the talent war rages on. At the same time, rapidly shifting macroeconomic expectations are influencing changes in investor demands that require nimble responses from investment managers. It’s against these constraints that firms find themselves increasingly looking for new ways to free up valuable time and resources in order to respond and optimize their business strategy.

The middle office is one of the most logical starting points we see when firms are starting to assess where efficiencies are to be made. For example, the investment book of record (IBOR) is a common target for firms to outsource and includes everything from post trade execution to performance analytics and end client reporting. Many argue the middle office is not a core competency and represents an opportunity to reduce costs and move to a variable cost model to drive efficiency and operating leverage.

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Perspectives

Fund Administration in 2024: An Overview of Everything Impacting Your Fund Admin This Year

April 2024

The main fund administration trends, in particular, we see growing more important in 2024: regulatory compliance and investor reporting.

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Perspectives

What to Look for in an Outsourced Fund Administration Partner

February 2024

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

Five Keys To Outsourcing Your Fund Administration

February 2024

Differentiate your business by partnering with the right provider of outsourced front-, middle- and back-office solutions.

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Perspectives

STP Investment Services Appoints Tony Mannino as General Counsel

January 2024

30-year legal veteran joins STP for their next phase of growth

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Perspectives

STP Investment Services Appoints Industry Veteran David Whitaker to Strengthen Leadership Team

January 2024

Dave Whitaker will leverage his deep and long-tenured industry experience to help STP advance its organic and inorganic growth strategies.

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Perspectives

STP Investment Services Appoints Emmy Bernard as Chief Revenue Officer

January 2024

20-Year Sales and Marketing Veteran Will Drive Company’s Next Phase of Growth

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Perspectives

Elevate Your Thinking: Unleash the Strategic Benefits of Outsourcing Operations

January 2024

Outsourcing investment operations has become increasingly sophisticated, offering faster go-to-market times, new market entry, and ultimately, better outcomes.

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Perspectives

Leadership Team Visits STP India

March 2023

Last month, our leadership team had the opportunity to visit STP India for the first time in three years to connect in person, get to know each other, and celebrate the growth of our team across the globe.

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Perspectives

Five Reasons to Reconsider Outsourcing Operations (Against a Backdrop of Compounding Market and Economic Challenges)

January 2023

There are distinct strategic advantages to outsourcing operations that transcend margin management during a financial cycle and create distinct competitive advantages.

 

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Perspectives

Why Outsourcing Needs to be Part of the Year-End Budget Review

January 2023

With today’s economic uncertainty, it’s time to add outsourcing to your 2023 budget meeting.

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Perspectives

The Operations Outsourcing Continuum

December 2022

Build your firm’s continuum of value using our continuum of capabilities.

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