STP Institute

Outsourcing To Control Costs – Accenture/Pension & Investments

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.

Business Continuity Plans – WatersTech

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.

SEC’s 2025 Priorities Include Fiduciary Conduct, AI Use

STP’s Lori Weston, Director of Product and Strategy was mentioned in planadviser’s SEC’s 2025 Priorities Include Fiduciary Conduct, AI Use.

The Securities and Exchange Commission will prioritize fiduciary conduct, compliance, and the use of artificial intelligence, among other things, as examination priorities in 2025, the regulator’s division of examinations announced Monday.

Rise of Outsourcing – Institutional Asset Manager

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.