Tag Archives: press

Trade Matching in the Traditional and Alternative Markets

Pressures from investors and regulators are accelerating the pace of convergence in traditional and alternative asset management organizations and improving standards of practice. At present, in the traditional asset management arena, managers’ and brokers’ records are generally compared on a trade-by-trade basis and custodians are authorized by the managers to settle matched transactions. In theContinue reading “Trade Matching in the Traditional and Alternative Markets”

Verifying the Verifier

How does one go about selecting a firm to verify their claim of compliance with the Global Investment Performance Standards? Stone House Consulting partners Philip Lawton and Holly Miller discussed this topic during a recent webinar hosted by FTF News held on March 16th. Highlights from the webinar were covered in an article by SecuritiesContinue reading “Verifying the Verifier”

Investors’ IT Savvy, STP and the Cloud

In advance of chairing tomorrow’s 5th Annual OpRisk Conference in New York, Stone House Consulting’s founding partner, Holly Miller, is interviewed by Eugene Grygo of FTF News in a two-part series.  Read what she has to say in this first conversation about the role IT plays during investor due diligence, hidden risks in straight-through processingContinue reading “Investors’ IT Savvy, STP and the Cloud”

Stone House Consulting Releases its First Book–THE TOP TEN OPERATIONAL RISKS: A SURVIVAL GUIDE FOR INVESTMENT MANAGEMENT FIRMS AND HEDGE FUNDS

Press Contacts: Deborah Eisenberg / Matthew Chisum Cognito +1.415.946.8820 stonehouse@cognitomedia.com Advanced Praise Offered by Leading Industry Executives including Bruce J. Feibel, CFA, Managing Director, BNY Mellon and Bill Bogle, Partner and Chief Compliance Officer, NEPC LLC Available Now in Paperback and Electronically via Amazon Kindle Thornton, Penn. – December 13, 2010 – Stone House Consulting, LLC,Continue reading “Stone House Consulting Releases its First Book–THE TOP TEN OPERATIONAL RISKS: A SURVIVAL GUIDE FOR INVESTMENT MANAGEMENT FIRMS AND HEDGE FUNDS”

Mitigating Lottery Risk

Guarding against the loss of key staff is imperative, says Philip Lawton, and here he offers sound advice on how to mitigate the potential disaster with proper processes and procedures. Download the article This article first appeared in Performance Measurement and Client Reporting Review, Vol. 3.1, Autumn 2010. It is reprinted with the kind permission of Osney Media.

Stone House Consulting and Investit Partner to Offer Strategic Benchmarking and Consulting Services to Traditional and Alternative Investment Managers

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”

Signs of Maturity

During her opening remarks as chairperson of FTF News’ 3rd Annual Hedge Fund Operations and Technology Conference in New York, Holly Miller, partner at Stone House Consulting, discussed critical signs of maturity that hedge fund managers will need to demonstrate to regulators.  Wall Street & Technology highlighted them in their May 2010 cover story.  PleaseContinue reading “Signs of Maturity”