FOR IMMEDIATE RELEASE TUESDAY, 1 JUNE 2010 – NEW YORK AND LONDON Stone House Consulting, LLC and Investit Ltd today announced a strategic partnership to provide traditional and alternative investment managers with a suite of consultancy services, industry research, best-practice benchmarking and self-assessment tools. These products and services are designed to help managers gather assetsContinue reading “Stone House Consulting and Investit Partner to Offer Strategic Benchmarking and Consulting Services to Traditional and Alternative Investment Managers”
Tag Archives: buy-side
Critical Recordkeeping: Trade Tickets and Order Memoranda
It is remarkable the number of buy-side firms that have overlooked the importance of maintaining proper trade tickets and order memoranda in a timely fashion. Three weeks ago, the US Securities and Exchange Commission (SEC) charged New York-based Ark Asset Management Co., Inc. with fraudulent trade allocation as well as disclosure and books-and-records violations. ThisContinue reading “Critical Recordkeeping: Trade Tickets and Order Memoranda”
Survey of Buy-Side Industry Trends
Margins in the investment management industry are under siege, facing threats from both directions – lower fees and rising costs. The Glass Hammer / Stone House Consulting Survey of Buy-Side Industry Trends indicates that while regulators are contributing to the cost pressures, the industry’s own client base, together with the investment consulting firms that adviseContinue reading “Survey of Buy-Side Industry Trends”
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