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Shared Insights

Relevant industry content we've curated covering a wide range of topics

Shared Insights

STP mentioned in the 2024 PSA Mid-year Outlook

May 2024

STP’s Dan Houlihan contributed an article to the 2024 PSA Mid-Year Outlook, which serves as a resource for financial advisors, family offices, asset managers, financial analysts, and wealth managers.

Read Dan’s thoughts about the evolution of outsourcing and what is driving trends in the middle office.

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Shared Insights

STP Mentioned in Financial Technologies Forum (FTF)

May 2024

We were pleased to be mentioned in Financial Technologies Forum’s article “T+1 Self-Affirmation Rates Below Expectations”.

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Shared Insights

STP Mentioned in FundFire – Alts Managers Embrace Large-Scale Moves to Optimize Fund Ops

April 2024

We were pleased to be mentioned in FundFire’s article “Alts Managers Embrace Large-Scale Moves to Optimize Fund Ops”.

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Shared Insights

7 Simple Steps To Confirm Your Preparedness for T+1

March 2024

Listen to our replay now on 7 simple steps to confirm your preparedness for T+1.

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Shared Insights

Are You Ready for It? Preparing for the Move to a T+1 Trade Settlement Cycle

January 2024

In February 2023, the Securities and Exchange Commission (SEC) announced a move to a T+1 trade settlement cycle expected in May 2024. This move means that securities transactions must settle one business day after the trade date. Up until this point, the trade settlement cycle has been two business days (T+2). While halving the time to settlement may seem like an aggressive jump, the goal of the move is to make markets more efficient for investors and to reduce risk—just a couple of the long list of benefits that come with T+1. But that doesn’t mean there won’t be challenges.  

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Shared Insights

Reassessing Outsourcing Relationships – Citisoft

February 2021

An article by Citisoft debates the merits of reevaluating outsourcing relationships, for investment firms to see how their outsourcing relationships are holding up. We offer our perspective.

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Shared Insights

The Next Era of Outsourcing – Alpha FMC

January 2021

An article from Alpha FMC outlines how outsourcing has become an increasingly important strategic direction for investment managers.

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Shared Insights

Outsourcing & Oversight – Olmstead

October 2020

Article from Olmstead that talks about a worthy trend for investment managers: pairing outsourcing with transparent oversight.

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Shared Insights

Rise of Outsourcing – Institutional Asset Manager

October 2020

Article about how the COVID-19 pandemic is forcing an increasing number of asset managers turning to outsourcing to reduce costs and improve efficiency, while focusing only on revenue-growing functions.

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Shared Insights

Business Continuity Plans – WatersTech

September 2020

COVID-10 has tested many aspects of business. One in particular, Business Continuity Planning, has forced firms to not only review, but in many cases, fully enact plans. STP’s nearly flawless execution of our BCP at a moment’s notice stands out.

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Shared Insights

Outsourcing To Control Costs – Accenture/Pension & Investments

February 2020

Interesting article discusses outsourcing as an effective model for asset managers to overcome continued fee pressure, as shrinking margins impair a firm’s ability to produce alpha.

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Shared Insights

Outsourcing & Technology to Lower Costs – Pension & Investments

January 2020

Article from Pension & Investments talks about how investment firms are turning to outsourcing and technology to streamline and automate functions across the middle and back office.

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