Jim Lewis, Head of Technology at STP Investment Services and other panelist join Jill Malandrino on Nasdaq TradeTalks to discuss the impact of AI innovation on data governance and how to implement best practices across the enterprise.
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.
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.
STP’s Dan Houlihan, CEO, shared insights with Private Funds CFO reporter Jennifer Banzaca on the launch of STP’s ComplianceAdvisor.
Dan noted that while STP has in the past offered some basic compliance services, they were only offered to institutional firms who outsourced some or all of their investment operations to STP. STP ComplianceAdvisor greatly expands STP’s capabilities as well as its outreach, offering comprehensive regulatory and compliance services to address the ever-evolving regulatory landscape for all investment advisers; including hedge funds, private equity advisers, wealth managers and family offices.
Article from Olmstead that talks about a worthy trend for investment managers: pairing outsourcing with transparent oversight.
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And with greater efficiency.