CFA Institute – Stone House Consulting, LLC

Operational Risk #9: Poor Planning and Slow Response Times—Changes in the Firm, the Marketplace and the Regulatory Environment

We’re sorry—the article you are looking for is no longer available on our website. However, it is included in our book, The Top Ten Operational Risks: A Survival Guide for Investment Management Firms and Hedge Funds. Purchase your paperback copy or Kindle version!

Operational Risk #5: Naïve Reliance on Technology—The Downside of Automation

Philip Lawton, Leading Performance Expert, Joins Stone House Consulting

FOR IMMEDIATE RELEASE TUESDAY, 20 JULY 2010 – THORNTON, PA Stone House Consulting, LLC announced that Philip Lawton, formerly head of the Certificate in Investment Performance Measurement (CIPM®) program at CFA Institute, has joined the firm as a partner. Holly Miller, founding partner of Stone House Consulting, said, “Investment managers and hedge funds that excelContinue reading “Philip Lawton, Leading Performance Expert, Joins Stone House Consulting”

Hedge Fund Transparency: The Long-Term Implications of Separate Account Management

Hedge fund managers and investors alike have embraced separate account management as a panacea to their operational risk concerns and a quick win in the quest for greater transparency. But they should think again. In their rush to solve one set of problems, investors may be introducing even greater risks to their portfolios and hedgeContinue reading “Hedge Fund Transparency: The Long-Term Implications of Separate Account Management”

Where Does Performance Fit?

CFA Institute free podcast from the 2009 Annual GIPS Conference on Sep 23 in Boston. Panelists include Stephen Campisi, CFA, institutional portfolio manager and principal, Intuitive Performance Solutions; James Edmonds, CFA, global head of performance measurement and client reporting, AllianceBernstein; and Holly Miller, partner, Stone House Consulting. Moderated by Beth Kaiser, CFA, CIPM, director ofContinue reading “Where Does Performance Fit?”